Updated companies in Affinity — Customers in HaloPSA

The scenario catches updates to companies in Affinity and creates customers in HaloPSA. Runs on its own, no manual copying.

  • A company's new contact person from Affinity lands in HaloPSA at once.
  • You don't write to someone who no longer handles it.
  • Your company base always holds the current people.
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How it works

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

  1. Starts when: Copper
  2. Then: Get Course

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

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