Affinity and WhatsApp Business Cloud automations

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

Affinity WhatsApp Business Cloud

315 scenarios

New rows in Affinity arrive as a message in WhatsApp Business Cloud
CRM changes announced in your messenger
New deals announced to your team
A journal in WhatsApp Business Cloud that saves to a table
Text from chat photos, straight into a sheet
Form responses into a sheet, with a heads-up to the team
Image generation right inside WhatsApp Business Cloud
Expense tracking by chat messages
Email validation for new CRM contacts
Website leads land in your list and in the team chat
An invoice in Affinity from a Typeform submission
Website check for new HubSpot companies
Scenario failure alerts — to your messenger, inbox and a log
A website lead: to the team chat, into a sheet, with an email to the client
Validating new contacts for dead addresses
Expense tracking from a receipt photo in WhatsApp Business Cloud — automated
Affiliate events — into chat and into a table
Sort form feedback by sentiment
Failure alerts: a message in chat and a row in the log
A daily birthday reminder to your messenger
Chat messages — into support tickets
New client onboarding — folder, email and team, automatically
Client onboarding: folder, record and team alert, automatically
New store orders — to chat and a sheet
Articles with a ready summary in your knowledge base
A weekly store sales total in a sheet
Store orders — straight into a sheet and your chat
An hourly rate history in your own sheet, plus messages to your messenger
Capturing ideas into your knowledge base
Booking handling: table, mailing list, notification
Stuck-task alerts to your messenger
Daily mention collection with a sentiment read
Website inquiries: sheet, alert and one-click reply
Business cards into a contact list — straight from a chat photo
Invoices from chat — straight into a table row
Expense tracking with a message to your messenger
New deals routed automatically — to the team, table, and slides
Meeting notes and action items in your knowledge base, minutes after the call
Store buyers become newsletter subscribers automatically
Sorting customer feedback by category with alerts
Daily stock trade ideas, generated automatically
Priority for big-budget leads — straight to the CRM and a team signal
A weekly summary of new records to your messenger
CRM event alerts across channels — with a log
A task from a message or a voice note — straight into your to-do list
Early churn-risk detection from Zendesk tickets
Study flashcards for words — from one message
Lead scoring and routing: hot leads straight to sales
Images from an idea in your messenger — AI polishes the prompt
The day's economic calendar — the big events to your messenger, everything to a sheet
AI that sorts and labels your incoming email
A post to all socials from one table row
Support email triage: category, priority, a ticket and alerts for the critical ones
Sorting support requests by urgency
Win back leads after missed calls
Panic button: an instant alert with your location
Knowledge-base freshness monitoring — overdue articles come to you
Inbound leads scored, with alerts and draft replies for the hot ones
Receipt tracking from a messenger photo — AI-powered
Daily duplicate-customer detection in your payment system
Site speed under watch — with history and alerts
The follow-up after a meeting — written for you
Quote requests handled — from form to client reply
A post with a matching image, from a single topic
Instructions from emails into the ledger — with a confirmation to the client
Auto-handle lead replies from email — CRM task and sales alert
Company market caps from the market — as a chart in your messenger
One article — posts for every platform, automatically
Support & lead-capture chat assistant
A ready reel script from a single idea — in your messenger
Image posts from X — into your channel on their own
Score inbound leads against your own ideal-client profile
Email and form requests in one stream, prioritised and auto-answered
A food diary from meal photos — in Affinity
Public holidays across a distributed team — flagged in advance
Stalled leads: a morning nudge to the rep with the next step written out
New-lead handling: CRM entry, team alert and reminder
Client risk scoring the moment the form is submitted
Real-time sentiment from event feedback
A release calendar: new films to chat, chosen ones to your calendar
Automatic comment moderation under your posts
A personal assistant in WhatsApp Business Cloud — by voice and text
When a payment lands: receipt, CRM update and a team ping
A location database for shoots from a simple query — automatically
Shared-inbox emails routed to the right channels by topic
An idea from your notes into a ready plan to approve
Trading signals from email — straight to your messenger and a sheet
Pre-release readiness checks — on autopilot
Recaps of a channel's new videos — with approval before publishing
Market pain points — a daily digest of what’s new
Weekly store sales analysis with AI
Tasks from chat messages — with your approval
A single-use meeting link — logged in a sheet and announced
A recipe of the day with a photo to your messenger
Tickets prioritized by importance, tasks created for you
A summary of a new video — into a vk post after approval
One article, repurposed into ready-to-publish posts
Invoice data into a sheet — from PDFs automatically
Launch scenarios from chat with a plain phrase
A hands-free WhatsApp Business Cloud channel: feed news, rewritten by AI