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Quickly connect Affinity to Slack with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Affinity with Slack - no code necessary. See how you can get setup in minutes.
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 "Add Reminder" in Slack.
You’re connected!
Zapier seamlessly connects Affinity and Slack, 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.
- New Organization
Triggers when a new organization is added.
Try ItTriggerPolling - ListRequired
Try ItTriggerPolling- New Opportunity
Triggers when a new opportunity is added.
Try ItTriggerPolling - OrganizationRequired
ActionWrite
- ListRequired
Try ItTriggerPolling- New List
Triggers when a new list is added.
Try ItTriggerPolling - New Person
Triggers when a new person is added.
Try ItTriggerPolling - OpportunityRequired
ActionWrite
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Practical ways you can use Affinity and Slack
Get notified in Slack for new client contacts in Affinity.
Zapier keeps business owners informed by sending a Slack notification every time a new person is added to their client contacts in Affinity. This saves time scouring contact lists and ensures business owners can stay on top of their growing network, improving follow-ups and relationship-building efficiency.
Business OwnerTrack new project opportunities in Slack.
Project managers benefit from staying updated on newly added opportunities. When a new opportunity is created in Affinity, Zapier sends a Slack message to a dedicated channel, ensuring the team is aligned and ready to prioritize critical tasks. This streamlines communication and ensures no project goes unnoticed.
Project ManagementNotify the team via Slack when an organizational field value changes.
Sales Ops teams handle changing client records frequently. When a client's field value updates in Affinity (e.g., project scope or budget), Zapier notifies the designated Slack channel. This reduces miscommunication and ensures the team has the latest information to close deals effectively.
Sales OpsLearn how to automate Slack on the Zapier blog
Frequently Asked Questions about Affinity + Slack integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Affinity and Slack
What is the Affinity and Slack integration?
The Affinity and Slack integration allows you to automate workflows between Affinity and Slack using specific triggers and actions. With this integration, you can streamline communication within your team by automating alerts based on changes in your Affinity data.
How can I set up a trigger for new contacts added to Affinity?
To set up a trigger for new contacts added in Affinity, configure a 'New Contact' trigger within the integration settings. This trigger will automatically send a notification to your designated Slack channel whenever a new contact is created in Affinity.
Can I send custom alerts to Slack from Affinity?
Yes, you can send custom alerts to Slack from Affinity. By setting up specific triggers such as 'Contact Updated' or 'New Note Added,' you can customize the alerts that will be sent as direct messages or channel notifications in Slack.
Is it possible to update an Affinity record from a Slack message?
Currently, the integration supports sending information from Affinity to Slack but does not support updating an Affinity record directly from a Slack message. We are continuously working on expanding our capabilities.
What types of triggers are available for this integration?
Available triggers include actions such as 'New Contact Added', 'Contact Updated', and 'New Note Added'. These triggers help automate communication around important updates and changes within your team's workflow.
How do I configure notifications for updates in my deals pipeline?
You can configure notifications by selecting the relevant triggers such as 'Deal Stage Changed' within your deals pipeline. Set these triggers to send alerts to specific channels or team members on Slack whenever there is an update.
Will I receive duplicate notifications if multiple users set up similar triggers?
If multiple users configure similar triggers, duplicate notifications may occur. To avoid this, coordinate with your team to centralize trigger setup under shared channels where necessary.
