Connect Affinity and Saasu

Both apps 42Affinity 20Saasu 22

• 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 Contact

  Triggers when a new contact is added to your Saasu file.

• Action
  Add activity

  Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction.

• Action
  Add company

  Creates a company record in Saasu.

• Action
  Add item

  Creates an inventory or combo item in Saasu.

• Action
  Add journal

  Creates a manual journal entry with debit and credit lines in a Saasu file.

• Action
  Create Contact

  Creates a new contact (person) in your Saasu file and returns its id.

• Action
  Create Item Invoice

  Creates an item-layout invoice, quote or order in Saasu with inventory item line items.

• Action
  Create Service Invoice

  Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount.

• Action
  Delete contact

  Deletes a contact from your Saasu file.

• Action
  Delete invoice

  Deletes a sale or purchase invoice from the Saasu file.

• Action
  Delete item

  Deletes an inventory item from the Saasu file.

• Action
  Email invoice

  Emails a Saasu invoice to the email address you specify.

• Action
  Find accounts

  Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account.

• Action
  Find companies

  Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range.

• Action
  Find Contact

  Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts.

• Action
  Find items

  Returns the inventory and combo items whose code or description matches the search text.

• Action
  Get contact

  Returns a single Saasu contact by its ID.

• Action
  Get invoice

  Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals.

• Action
  Get journal

  Returns a single journal transaction, including its date, reference, summary and journal line items.

• Action
  Update contact

  Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags.

• Action
  Update invoice

  Updates an existing Saasu sale or purchase invoice, replacing its details and line items.

• Action
  Update item

  Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.