New deals in Affinity — Updating recipients in onfleet

The scenario catches new deals in Affinity and updates recipients in onfleet. Runs on its own, no manual copying.

  • A new deal in Affinity marks itself on the onfleet client card
  • Nobody calls the client blind — the deal status is right there
  • Cards stay current with no manual edits
Onfleet
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How it works

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

  1. Starts when: Affinity
  2. Then: Onfleet

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

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