New contacts in Affinity — Finding notes in crowdDev

The scenario catches new contacts in Affinity and finds notes in crowdDev. Runs on its own, no manual copying.

  • For every new client in Affinity, the related notes in crowdDev are found right away.
  • Context is at hand — no searching.
  • You understand a client from the first second.
Crowd Dev

How it works

To connect Affinity and Crowd Dev, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Microsoft Outlook
  2. Then: Crowd Dev

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