Updated deals in Affinity — Documents in ERPNext

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

  • Every deal change in Affinity produces an updated document in ERPNext.
  • Contracts and proposals always match the deal.
  • Zero manual document rework.
Add it to your accountScriptera

How it works

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

  1. Starts when: Pipedrive
  2. Then: Click Up

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

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