Scriptera
Affinity and Xero automations
Ready-made scenarios where Affinity and Xero work for you: pick one — a copy appears in your account and runs on its own.
Affinity
Xero32 scenarios
- New Affinity rows — contacts in Xero
- Affinity people feed your Xero audiences
- New Affinity contacts show up in Xero
- Documents from storage sent to accounting
- Affinity customers land in your address book
- CRM contacts pushed into ad audiences
- Contacts synced into accounting
- Copy Affinity entries into Xero
- New Affinity contacts — into Xero audiences
- Contacts from Affinity into Xero audiences
- Affinity entries — into Xero
- New Xero land in Affinity by themselves
- Text from chat photos, straight into a sheet
- Contacts from Xero — into Affinity on their own
- Two-way contact sync between two CRMs
- Accounting customers — into a spreadsheet every month
- Route each new order into your CRM, invoices, and mailing list
- Leads scored and routed to a rep — straight from the form
- Win back abandoned Shopify carts by email and in CRM
- A personalized sales proposal from a table row, ready and sent
- New-lead handling: CRM entry, team alert and reminder
- A new sheet row — a client in accounting and a ready estimate
- High-value lead alerts — to chat, sheet and calendar
- Scoring and routing leads from form submissions
- Invoice intake with reading, risk checks and approval
- Automatic follow-ups for prospects who went quiet
- Re-engaging quiet clients — weekly, without manual tracking
- Incoming lead sorting and routing — automatically
- Lead verification, enrichment and sorting — automatically
- Feedback triage and customer replies — automatically
- Every sale — logged, a ping to you and a thank-you to the buyer
- AI marketing outreach with reply handling — on autopilot
