Updated deals in Affinity — Customers in HaloPSA

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

  • A deal change in Affinity adds the person to HaloPSA itself
  • Matured clients land on the right lists at once
  • No manual moving between systems
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: Pipedrive
  2. Then: Quickbooks

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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