Loading

Symphony + Affinity Integrations

How to connect Symphony + Affinity

Zapier lets you send info between Symphony and Affinity automatically—no code required.

When this happens...
automatically do this!

Supported triggers and actions

What does this mean?
  • Symphony triggers, actions, and search
    Send Message
    Sends a message to a chat room.
    Action
    Write
  • Affinity triggers, actions, and search
    New Organization
    Triggers when a new organization is added.
    Trigger
    Scheduled
  • Affinity triggers, actions, and search
    Field Value Changes
    Triggers when a field value changes (addition, deletion, or update)
    Trigger
    Scheduled
  • Affinity triggers, actions, and search
    New List Entry
    Triggers when a new entry is added onto a List.
    Trigger
    Scheduled
  • Affinity triggers, actions, and search
    New List
    Triggers when a new list is added.
    Trigger
    Scheduled
  • Affinity triggers, actions, and search
    New Opportunity
    Triggers when a new opportunity is added.
    Trigger
    Scheduled
  • Affinity triggers, actions, and search
    New Person
    Triggers when a new person is added.
    Trigger
    Scheduled
  • Affinity triggers, actions, and search
    New Organization List Entry
    Add a organization to a list. Duplicate entries can be created.
    Action
    Write
  • 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 Symphony + Affinity Integrations Work

  1. Step 1: Authenticate Symphony and Affinity.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
symphony logo
symphony logo
symphony logo

About Symphony

Symphony is a communications platform that securely connects markets and individuals, promoting collaboration and increasing productivity while maintaining organizational compliance.

Related categories

  • Team Chat
affinity logo
affinity logo
affinity logo

About Affinity

Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’sTerms of Service