Create integrations between Affinity and IntelligenceBank to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- New Organization
Triggers when a new organization is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Opportunity
Triggers when a new opportunity is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - OrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update an Entity
Update the global or list fields of a person, organization, or opportunity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - ListRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
- NameRequired
- Domain
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search TermRequired
- NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Database _idRequired
- Staged Record Submission Status
- Standard Record Submission Status
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Database _idRequired
- Staged Record Submission Status
- Standard Record Submission Status
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Folder _id
- Search Sub-Folders
- Search Keywords
- Content
- File extension
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Database _idRequired
- Staged Record Submission Status
- Standard Record Submission Status
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- MarkUp Comment Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Platform URLRequired
- Email AddressRequired
- PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TargetRequired
- NameRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template Group _idRequired
- Group NameRequired
- Group Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder _id
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File NameRequired
- Remote File NameRequired
- Remote Connector KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Database _idRequired
- Record _idRequired
- Update Record As DraftRequired
- Owner Groups
- Owner Division
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource Name
- Resource IdRequired
- File - TypeRequired
- File - Tmp NameRequired
- File - SizeRequired
- File - New NameRequired
- Create New VersionRequired
- New Version Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Filter _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)
- Search Keywords
ActionThis is an event a Zap performs.SearchFind existing data in your app- Folder _id
- Search Sub-Folders
- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)
- Search Keywords
- Content
- File extension
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
ActionThis is an event a Zap performs.SearchFind existing data in your app- Parent Folder _id
- Sort by FieldRequired
- Sort orderRequired
- Keyword(s) to search for
- Max Results (1-100)
- Destination Folder _idRequired
- Folder NameRequired
- Folder Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New List
Triggers when a new list is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Person
Triggers when a new person is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - OrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Domain
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person
- Organization
- Opportunity
- Content
- Gmail ID
- Creator
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ListRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search TermRequired
- Full NameRequired
- Email Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Resolved
- Source TypeRequired
- Source
- Parent MarkUp Comment
- MarkUp Comment Creator
- Search Keywords
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Folder _id
- Search Sub-Folders
- Search Keywords
- Content
- File extension
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- MarkUp Comment Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Folder _id
- Search Sub-Folders
- Search Keywords
- Content
- File extension
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Database _idRequired
- Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Database _idRequired
- Create Record As Draft
- Owner Groups
- Owner Division
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Destination Folder _idRequired
- Folder NameRequired
- Folder Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder _id
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File - TypeRequired
- File - Tmp NameRequired
- File - SizeRequired
- File - Original FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder _id
- Resource URLRequired
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File Tmp NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group _idRequired
- Group NameRequired
- Group Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource IdRequired
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent Folder _id
- Sort by FieldRequired
- Sort orderRequired
- Keyword(s) to search for
- Max Results (1-100)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Database _idRequired
- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)
- Staged Record Submission Status
- Standard Record Submission Status
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
- 4. Filtering Condition - Field _id
- 4. Filtering Condition - Field Type
- 4. Filtering Condition - Date Range
- 4. Foreign Source _id
- 4. Filtering Condition - Foreign Field _id
- 4. Filtering Condition - Foreign Field Type
- 4. Filtering Condition - Search Value
- 4. Filtering Condition - Operator
- 4. Filtering Condition - Union
- 5. Filtering Condition - Field _id
- 5. Filtering Condition - Field Type
- 5. Filtering Condition - Date Range
- 5. Foreign Source _id
- 5. Filtering Condition - Foreign Field _id
- 5. Filtering Condition - Foreign Field Type
- 5. Filtering Condition - Search Value
- 5. Filtering Condition - Operator
- 5. Filtering Condition - Union
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)
- User Fullname to search for
- User Email to search for
- User _id to search for
- User id to search for
- User Division _id to search for
- User Group _id to search for
- User External Id to search for
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)
- Search Keywords
- Template Group _idRequired
- Group NameRequired
- Group Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found