STEP 1
Connect Affinda and Tracker RMS
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Affinda and Tracker RMS Integration
Keep Affinda and Tracker RMS in sync by integrating their events and actions. When hr events happen in Affinda, update the Tracker RMS automatically - without any line of code in visual workflow builder.
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Learn about Affinda and Tracker RMS
Detailed info you need to know about Affinda and Tracker RMS integrations in WEXTL. Explore which modules apps support and how you connect them.
Tracker RMS
Recruitment CRM and applicant tracking for staffing firms. [6]
How to connect Affinda to Tracker RMS
Set up your Affinda and Tracker RMS integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Affinda and Tracker RMS nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Affinda and Tracker RMS. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Affinda and Tracker RMS work in WEXTL?
WEXTL exposes actions and triggers for Affinda and Tracker RMS that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Affinda triggersTracker RMS actions
Affinda modules
- Get a DocumentRetrieves a single document.
- Get a Redacted DocumentRetrieves a redacted version of a document.
- Make an API CallPerforms an arbitrary authorized API call.
- Search DocumentsSearches for documents.
- Upload a DocumentUploads a document for parsing.
- Watch DocumentsTriggers when a document is created.
- Watch EventsTriggers when a specified event occurs.
Tracker RMS modules
- Add a Resource to an Opportunity's LonglistAdds a resource to an opportunity's longlist.
- Attach a Document to a Client RecordAttaches a document to a client record.
- Attach a Document to a Contact RecordAttaches a document to a contact record.
- Attach a Document to a Lead RecordAttaches a document to a lead record.
- Attach a Document to a Project RecordAttaches a document to a project record.
- Attach a Document to an Opportunity RecordAttaches a document to an opportunity record.
- Create a Client RecordCreates a new client record.
- Create a Contact RecordCreates a new contact record.
- Create a Lead RecordCreates a new lead record.
- Create a Project ActivityCreates a new project activity or task record.
- Create a Project RecordCreates a new project record in the system.
- Create a Project RecordCreates a new project record from an existing opportunity.
- Create a RecordCreates a new record in the system.
- Create an Opportunity RecordCreates a new opportunity record in the system.
- Create Records in BulkAdds multiple new records to the service at once.
- Delete a Client RecordDeletes a client record from the database.
- Delete a ContactDeletes a contact record.
- Delete a Lead RecordDeletes a lead record from the system.
- Delete a Project Activity RecordDeletes a project activity record.
- Delete a Project RecordDeletes a project record.
- Delete an OpportunityRemoves an opportunity record.
- Get a Client RecordRetrieves the specified client record.
- Get a Contact RecordRetrieves an existing contact record from the database.
- Get a LeadRetrieves the specified lead record.
- Get a Project Activity RecordRetrieves the specified project activity record.
- Get a Project RecordRetrieves the specified project record.
- Get a Timesheet EntryRetrieves the specified timesheet entry.
- Get a UserRetrieves the specified user record.
- Get an OpportunityRetrieves the specified opportunity record.
- Get Project Activities/TasksGets associated project activities/tasks for a specific project.
- Get Project Activity ResourcesRetrieves resources for a project activity.
- List Applicants for a JobLists all applicants for a job. Only matched resources will be returned.
- List Document FoldersLists all document folders for a client record.
- List Document FoldersLists all document folders for a project record.
- List Document Folders for a Contact RecordLists all document folders for a contact record.
- List Document Folders for a Lead RecordLists all document folders for a lead record.
- List Document Folders for an Opportunity RecordRetrieves document folders linked to an opportunity record.
- List Long-Listed CandidatesRetrieves long-listed candidates for a search.
- Make an API CallMakes an arbitrary API call.
- Paged Search OpportunitiesPerforms a paged search for opportunities.
- Remove a Resource from an Opportunity's LonglistRemoves a resource from an opportunity's longlist.
- Remove a Resource from an Opportunity's ShortlistRemoves a resource from an opportunity's shortlist.
- Search Client RecordsRuns a filtered search for client records.
- Search ClientsAllows searching for clients with pagination support.
- Search ContactsSearches for contacts with pagination support.
- Search ContactsRuns a filtered search for contact records.
- Search Custom Fields for Contact RecordsRuns a filtered search on contact custom fields.
- Search EntriesAllows searching through entries with pagination support, retrieving results across multiple pages.
- Search Entry RecordsRuns a filtered search for entry records.
- Search Lead RecordsRuns a filtered search for lead records.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Affinda and Tracker RMS integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Affinda and Tracker RMS.
Connect your Affinda and Tracker RMS accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Affinda's "Watch Documents" fires, WEXTL can "Add a Resource to an Opportunity's Longlist" in Tracker RMS. Affinda has 2 triggers (including Watch Documents and Watch Events); Tracker RMS has 63 actions (including Add a Resource to an Opportunity's Longlist, Attach a Document to a Client Record, and Attach a Document to a Contact Record). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Affinda-to-Tracker RMS automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Affinda (or Tracker RMS) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Affinda + Tracker RMS automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Affinda and Tracker RMS integration.
- Affinda and Tracker RMS integration source code, module specs and credentials implementation.
- Our Affinda and Tracker RMS integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Affinda and Tracker RMS — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Affinda integration information
- Tracker RMS integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library