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1. Choose trigger event
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2. Choose action
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Organization" from Affinity.

Add your action

An action happens after the trigger—such as "Analyze Images" in ChatGPT (OpenAI).

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Zapier seamlessly connects Affinity and ChatGPT (OpenAI), automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Affinity triggers, actions, and search
    New Organization

    Triggers when a new organization is added.

    Trigger
    Polling
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    Trigger
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    • Organization
      Required
    Action
    Write
    • List
      Required
    Trigger
    Polling
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    • Opportunity
      Required
    Action
    Write

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Connect Affinity and ChatGPT (OpenAI) to integrate crucial parts of your business

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Learn how to automate ChatGPT (OpenAI) on the Zapier blog

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Frequently Asked Questions about Affinity + ChatGPT (OpenAI) integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Affinity and ChatGPT (OpenAI)

How do I set up a trigger in Affinity to start a chat in ChatGPT?

To set up a trigger from Affinity to initiate a chat in ChatGPT, navigate to the Affinity dashboard and select the appropriate trigger based on your criteria, such as 'New Contact Created' or 'Note Added'. Once this is configured, link it to an action using our integration tools where you'll choose 'Send Message' in ChatGPT as the resulting action.

Can I automate conversation responses in ChatGPT using information from Affinity?

Yes, you can. By setting up appropriate actions when specific events occur in Affinity, you can automate sending of tailored responses in ChatGPT. This requires creating an action that fetches data from Affinity and uses it to compose a reply via ChatGPT's messaging functionality.

What kind of data can be transferred from Affinity to ChatGPT during integration?

In our integration setup, data such as contact details, notes, and task updates from Affinity can be transmitted to ChatGPT. This enables more personalized communications by using these data points within your chat conversations.

Is it possible to update records in Affinity based on interactions happening in ChatGPT?

Absolutely. Through our integration platform, actions taken or responses generated in ChatGPT can trigger updates back into Affinity. For instance, after a chat concludes with specific requests or new details unveiled, you can automatically update records using triggers setup within our system.

Can we create automated follow-ups from a conversation initiated by an Affinity record creation?

Yes! When an event like 'New Record' is triggered in Affinity, follow-up actions such as sending customized messages via ChatGPT can be automated. Our tools allow for this connectivity ensuring timely communication post any record creation event.

Is there support for managing workflows across both platforms with this integration?

Certainly. The integration supports establishing workflows that utilize triggers and actions spanning both platforms. You could set workflows like initiating multiple actions including scheduling follow-ups or notes addition depending on conversations within ChatGPT.

What are common triggers one might use with this integration?

Commonly used triggers include 'New Contact', 'Task Completion', and 'Note Addition' within Affinity which can prompt actions like starting new conversations or updating progress reports through messages on ChatGPT.

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About Affinity
Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.
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About ChatGPT (OpenAI)
ChatGPT is an AI tool built by OpenAI that enables conversational automation.
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