New contacts in Affinity — Updating customers in HaloPSA

The scenario catches new contacts in Affinity and updates customers in HaloPSA. Runs on its own, no manual copying.

  • Client data matches across Affinity and HaloPSA — no manual reconciliation.
  • You never enter the same contact twice.
  • Fresh fields from Affinity reach HaloPSA in seconds.

How it works

To keep Affinity and HaloPSA in sync, connect them with a ready-made scenario — changes flow automatically.

  1. Starts when: Schedule
  2. Then: Freshdesk
  3. Then: Woo Commerce

You can launch this Affinity + HaloPSA integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.