New files in Affinity — Updating records in Monica CRM

The scenario catches new files in Affinity and updates records in Monica CRM, reshapes the data along the way. Runs on its own, no manual copying.

  • A new file in Affinity updates the related record in Monica CRM right away.
  • The database shows where a file is attached and where it isn't.
  • You don't mark file receipt by hand.
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How it works

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

  1. Starts when: Microsoft One Drive
  2. Then: Set
  3. Then: Redis

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

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