OffAlerts + Affinity Integrations
How to connect OffAlerts + Affinity
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New Monitor EventTriggers when a new monitor event triggers.Trigger
New OrganizationTriggers when a new organization is added.Trigger- Field Value ChangesTriggers when a field value changes (addition, deletion, or update)Trigger
- New List EntryTriggers when a new entry is added onto a List.Trigger
- New ListTriggers when a new list is added.Trigger
- New OpportunityTriggers when a new opportunity is added.Trigger
- New PersonTriggers when a new person is added.Trigger
- New Organization List EntryAdd a organization to a list. Duplicate entries can be created.Action
- Affinity
Add an opportunity to a list. Duplicate entries can be created.
Scheduled
Action
- Affinity
Add a person to a list. Duplicate entries can be created.
Scheduled
Action
- Affinity
Create a new organization. Use a Search if you do not want duplicates to be created.
Scheduled
Action
- Affinity
Add a person, organization, or opportunity to a list. Duplicate entries can be created.
Scheduled
Action
- Affinity
Create a new note on a person, organization, or opportunity.
Scheduled
Action
- Affinity
Create a new opportunity. Use a Search if you do not want duplicates to be created.
Scheduled
Action
- Affinity
Create a new person. Use a Search if you do not want duplicates to be created.
Scheduled
Action
- Affinity
Update the global or list fields of a person, organization, or opportunity.
Scheduled
Action
- Affinity
Finds an organization by name or domain.
Scheduled
Action
- Affinity
Find a specific person, organization, or opportunity on a list.
Scheduled
Action
- Affinity
Finds an opportunity by name.
Scheduled
Action
- Affinity
Finds a person by name or email address.
Scheduled
Action
- Affinity
Finds an organization by id
Scheduled
Action
- Affinity
Finds an opportunity by id
Scheduled
Action
- Affinity
Finds a person by id
Scheduled
Action
- Affinity
Finds an organization by name or domain.
Scheduled
Action
- Affinity
Find a specific person, organization, or opportunity on a list.
Scheduled
Action
- Affinity
Finds an opportunity by name.
Scheduled
Action
- Affinity
Finds a person by name or email address.
Scheduled
Action
How OffAlerts + Affinity Integrations Work
- Step 1: Authenticate OffAlerts and Affinity.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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