Affinity and SendGrid automations

Ready-made scenarios where Affinity and SendGrid work for you: pick one — a copy appears in your account and runs on its own.

Affinity SendGrid

282 scenarios

CRM contacts pushed into ad audiences
A new file in storage emails the people who care
Affinity people feed your SendGrid audiences
New Affinity contacts — into SendGrid audiences
Contacts from Affinity into SendGrid audiences
Website leads greeted — email, CRM, team alert
An invoice in Affinity from a Typeform submission
A website lead: to the team chat, into a sheet, with an email to the client
Scenario failure alerts — to your messenger, inbox and a log
Every lead gets an answer within the first minute
Applicant screening with a candidate rating
Website enquiry intake — a ticket log and an instant reply
Interview scheduling and invitations — automatically
Cold emails from company profiles — automatically
Form leads straight into the CRM
Birthday greetings and a promo code — automatic, right on the day
Failure alerts for your scenarios: log and email
Personalized certificates from a table — generate and send
Construction site attendance with geofencing
New client onboarding — folder, email and team, automatically
Route each new order into your CRM, invoices, and mailing list
Products from any website — collected into a spreadsheet
Tasks from your email into one base
A meaningful reply to every website lead — by email, within a minute
A morning portfolio summary by email — automated
Application screening: the CV read, the candidate scored and answered
Brand mention monitoring — with a tone rating by email
A daily order report to your inbox
Website inquiries: sheet, alert and one-click reply
Emails to found companies — from list to sent
Form submissions straight into a table — with an automatic reply
Emails matched to a lead's readiness: warm gets one thing, cold gets another
Products and prices from a page — a file to SendGrid
CRM event alerts across channels — with a log
A daily news roundup on your topic — automatically
Expense tracking from receipt photos, automatically
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Auto-qualifying inbound leads from a form
B2B lead screening and first outreach — automatically
A monthly AI-spend report — emailed automatically
AI-driven application review with instant replies
Form-feedback analysis with sentiment and a report
Sorting support requests by urgency
A personalized sales proposal from a table row, ready and sent
Track discussions on your topics — ranked and emailed
Inbound leads scored, with alerts and draft replies for the hot ones
A PDF pricing proposal from your sheet — sent to the client
A daily digest of fresh freelance jobs — to your inbox
A prospect list with contacts — automatically
Ideas for new videos — from your viewers’ response
Instant replies to inbound leads, with lead scoring
Win back abandoned Shopify carts by email and in CRM
Quote requests handled — from form to client reply
Track construction progress from site photos
Route leads by budget and source — automatically
Business leads from Google Maps with auto-emails
Routing incoming requests to the right department
Website data into a sheet and your inbox
Track changes on a web page
Score inbound leads against your own ideal-client profile
Data at once into online sheet Affinity and as a file to SendGrid
Scoring and routing inbound leads — automatically
Comment giveaways — random pick and a winner's email
Automated appointment booking with calendar and email confirmations
A post with a matching image, from a single topic
Track your brand's mentions in AI answers
Employee onboarding from a single form
Cutting YouTube videos into captioned clips
An instant reply to every inquiry
Instant property answers in the messenger — with hot buyers passed to an agent
New-lead handling: CRM entry, team alert and reminder
A study plan, already placed in your calendar
Real-time sentiment from event feedback
A contract risk breakdown right after upload
Video ideas from viewer comments — on a schedule
A personal welcome for every new client
When a payment lands: receipt, CRM update and a team ping
One article, repurposed into ready-to-publish posts
Data from pages linked in emails — into a table
Personalised welcome emails right after payment
Lead verification and CRM sync — straight from a JotForm form
Vendor proposal risk checks straight from the PDF
Voice notes into a finished result — emailed to you
Three platform video scripts from one topic
A social carousel from a single topic
A daily competitor briefing in your inbox
Weekly store sales analysis with AI
Resume screening and candidate replies — automatically
Text from images — into a table, automatically
A morning HR summary with risks, emailed for you
Supplier orders from low stock — out of Affinity, automatically
A form submission: scored, enriched with company data, answered personally
Tickets prioritized by importance, tasks created for you
A personal assistant in Telegram — by voice and text
Social profile data into a sheet — from chat automatically
Course applications are evaluated and answered automatically
Auto-publishing fresh topic news to vk
A personal post-purchase message to your customer — automatic