New files in Affinity — Updating records in Oko Crm

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

  • A new file in Affinity updates the related record in Oko 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 Oko 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 + Oko Crm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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