Updated companies in Affinity — Updating customers in HaloPSA

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

  • A company change in Affinity updates its people's cards in HaloPSA.
  • A company's contacts don't drift from its data.
  • You edit the company once, not every card.
Add it to your accountScriptera

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: Stripe

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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