New deals in Affinity — Documents in Moe Delo

The scenario catches new deals in Affinity and creates documents in Moe Delo. Runs on its own, no manual copying.

  • For every deal from Affinity, a document is prepared in Moe Delo.
  • Contracts and proposals are ready right away — the deal doesn't wait.
  • Zero manual paperwork assembly.

How it works

To create Moe Delo records from Affinity without manual input, use a ready-made scenario.

  1. Starts when: Copper
  2. Then: Dropbox

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