--- title: "Connect Affinity and ConnectWise Manage - APIANT.ai" description: "When \"New List\" fires in Affinity, your agent runs \"Create Ticket Note\" in ConnectWise Manage." canonical: "https://apiant.ai/connect/affinity-to-connectwise-manage" --- # Connect Affinity and ConnectWise Manage When **New List** fires in [Affinity](https://apiant.ai/connections/affinity), your agent runs **Create Ticket Note** in [ConnectWise Manage](https://apiant.ai/connections/connectwise-manage), or **New Territory** in ConnectWise Manage to **Add field value** in Affinity. Describe the whole flow and it is built, tested on every scenario and kept running. Affinity **6** triggers Affinity **14** actions ConnectWise Manage **5** triggers ConnectWise Manage **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Affinity and ConnectWise Manage to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Affinity and ConnectWise Manage can do together ### From Affinity to ConnectWise Manage - When **New List** in Affinity then **Create Ticket Note** in ConnectWise Manage - When **New List Entry** in Affinity then **Update Ticket** in ConnectWise Manage ### From ConnectWise Manage to Affinity - When **New Territory** in ConnectWise Manage then **Add field value** in Affinity - When **New Ticket Note** in ConnectWise Manage then **Add reminder** in Affinity Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Affinity and ConnectWise Manage ## Triggers and actions 11 triggers · 23 actions - Trigger **Field Value Changes** Triggers when a field value is added, updated or removed in Affinity. - Trigger **New List** Triggers when a new list is created in Affinity. - Trigger **New List Entry** Triggers when a new entry is added to an Affinity list. - Trigger **New Opportunity** Triggers when a new opportunity is added in Affinity. - Trigger **New Organization** Triggers when a new organization is added in Affinity. - Trigger **New Person** Triggers when a new person is added in Affinity. - Action **Add field value** Sets the value of a field on a list entry (a row on an Affinity list), such as a status dropdown, number, date, text, person or company field. - Action **Add reminder** Creates a one-time or recurring reminder in Affinity for a person, company or opportunity, assigned to an internal user. - Action **Delete opportunity** Deletes an opportunity in Affinity. - Action **Delete person** Deletes a person from Affinity. Internal people in your organization cannot be deleted. - Action **Find a List Entry** Finds an entry on an Affinity list by the name, email or domain of its person, organization or opportunity. - Action **Find an Organization** Finds Affinity organizations by name or domain and returns the best match. - Action **Find a Person** Finds Affinity persons by name or email address and returns the best match. - Action **Find opportunities** Finds opportunities whose name contains the text you give, returning the first match and all matches. - Action **Get an Opportunity** Returns one Affinity opportunity by ID, with its name and the list it belongs to. - Action **Get an Organization** Returns one Affinity organization (company) by ID, with its name and domains. - Action **Get a Person** Returns one Affinity person by ID, with their name and email addresses. - Action **List lists** Returns the lists in your Affinity workspace that you can view, optionally filtered by name. - Action **Update field value** Sets the value of a single field on a list entry (row) in an Affinity list, replacing its current value. - Action **Update opportunity** Renames an existing opportunity in Affinity. - Trigger **New Territory** Triggers when a new territory (called a location in the ConnectWise API) is added in ConnectWise Manage. - Trigger **New Ticket Note** Triggers when a new note is added to a ConnectWise Manage service ticket. - Trigger **New/Updated Contact** Triggers when a contact is created or updated in ConnectWise Manage. - Trigger **New/Updated Project** Triggers when a project is created or updated in ConnectWise Manage. - Trigger **New/Updated Ticket** Triggers when a service ticket is created or updated in ConnectWise Manage. - Action **Attach a File to a Record** Attaches a file from a URL to a ConnectWise Manage record such as a ticket, company, contact or project. - Action **Create Company** Creates a new company in ConnectWise Manage. - Action **Create Ticket Note** Adds a note to a ConnectWise Manage service ticket. - Action **Find Company** Finds a company in ConnectWise Manage by name and returns the first match. - Action **Find Contact** Finds a contact in ConnectWise Manage by email address. - Action **Find File** Finds a file attached to a ConnectWise Manage record (ticket, company, contact, project and so on), optionally by title. - Action **Find Ticket** Finds a service ticket in ConnectWise Manage by summary, returning the newest match. - Action **Update Company** Updates an existing company in ConnectWise Manage; only the fields you fill in are changed. - Action **Update Ticket** Updates an existing ConnectWise Manage service ticket; only the fields you fill in are changed. ## Each app on its own - [ **Affinity** Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your...](https://apiant.ai/connections/affinity) - [ **ConnectWise Manage** ConnectWise Manage is a business management platform designed to successfully run and grow your technology...](https://apiant.ai/connections/connectwise-manage) Reviews ## What our customers say ## More from Affinity - [ **Affinity to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/affinity-to-hubspot) - [ **Affinity to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/affinity-to-salesforce) - [ **Affinity to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/affinity-to-slack) - [ **Affinity to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/affinity-to-google-sheets) - [ **Affinity to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/affinity-to-gmail) - [ **Affinity to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/affinity-to-google-calendar) ## More into ConnectWise Manage - [ **ActiveCampaign to ConnectWise Manage** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-connectwise-manage) - [ **Airtable to ConnectWise Manage** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-connectwise-manage) - [ **Asana to ConnectWise Manage** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-connectwise-manage) - [ **ClickUp to ConnectWise Manage** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-connectwise-manage) - [ **Brevo to ConnectWise Manage** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-connectwise-manage) - [ **Calendly to ConnectWise Manage** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-connectwise-manage) Questions ## Affinity and ConnectWise Manage, answered ### ### What can start an automation from Affinity? Any of Affinity's 6 triggers in the catalog, including New List, New List Entry, New Opportunity and New Organization. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ConnectWise Manage when something happens in Affinity? Any of ConnectWise Manage's 9 actions, including Create Company, Create Ticket Note, Update Company and Update Ticket. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ConnectWise Manage to Affinity? Yes. When something happens in ConnectWise Manage, your agent can act in Affinity too. This page covers both directions: ConnectWise Manage's triggers and Affinity's actions are listed here as well. ### ### Do I have to build a connector for Affinity or ConnectWise Manage? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Affinity and ConnectWise Manage without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.