STEP 1
Connect Affinity and Rise CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Affinity and Rise CRM Integration
Connect Affinity and Rise CRM to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Affinity and Rise CRM
Detailed info you need to know about Affinity and Rise CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Affinity to Rise CRM
Set up your Affinity and Rise CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Affinity and Rise CRM 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 Affinity and Rise CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Affinity and Rise CRM work in WEXTL?
WEXTL exposes actions and triggers for Affinity and Rise CRM 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.
Affinity triggersRise CRM actions
Affinity modules
- Create a NoteCreates a new note.
- Create a PersonCreates a new person.
- Create an OpportunityCreates a new opportunity.
- Create an OrganizationCreates a new organization.
- Delete a NoteDeletes an existing note by its id.
- Delete a PersonDeletes an existing person by its id.
- Delete an OpportunityDeletes an existing opportunity by its id.
- Get a CompanyRetrieves a single company by specified ID.
- Get a ListRetrieves a single list by id.
- Get a PersonRetrieves a single person by id.
- Get a Person ListsReturns lists of a specified person id.
- Get an OpportunityRetrieves a single opportunity.
- Get Company ListsRetrieves a lists for a specified company.
- Get Company Lists EntriesRetrieves a list entries for a specified company.
- Get ListsRetrieves metadata for all lists.
- List Custom Field ValuesRetrieves a custom field values for a specified entity id.
- List OpportunitiesRetrieves a list of opportunities.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CompaniesRetrieves a list of companies by specified criteria.
- Search List EntriesSearches for list entries by specified criteria.
- Search List Entries from a Saved ViewSearches for list entries by specified criteria from a saved view.
- Search OrganizationsSearches for organizations.
- Search PersonsRetrieves a list of persons by specified criteria.
- Set a Custom Field ValueSets a custom field value to a specified entity.
- Update a Custom Field ValueUpdates a custom field value.
- Update a PersonUpdates an existing person by its id.
- Update an OpportunityUpdates an existing opportunity.
- Update an OrganizationUpdates an existing organization details.
- Watch EventsTriggers when a specified event occurs.
Rise CRM modules
- Create a ClientCreates a new client in the system.
- Create a LeadCreates a new lead in the specified service.
- Create a ProjectCreates a new project in the system.
- Create a TicketCreates a new ticket in the system.
- Create an InvoiceCreates an invoice with specified details.
- Delete a ClientDeletes a client from the service.
- Delete a LeadDeletes a lead from the system.
- Delete a ProjectDeletes a project from the system.
- Delete a TicketDeletes a ticket from the system.
- Delete an InvoiceDeletes an invoice from the system.
- Get a ClientRetrieves a client by ID.
- Get a LeadRetrieves a lead from the system.
- Get a ProjectRetrieves a project using the specified identifiers.
- Get a TicketRetrieves a ticket from the service.
- Get an InvoiceRetrieves an invoice from the service.
- List ClientsLists all clients in the system.
- List InvoicesRetrieves a list of all invoices.
- List LeadsLists all leads.
- List ProjectsLists all projects.
- List TicketsLists all tickets.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a LeadUpdates a lead in the system.
- Update a ProjectUpdates a project with the provided details.
- Update a TicketUpdates a ticket with new information.
- Update an InvoiceUpdates an invoice with new or modified information.
- Watch New ClientsTriggers when a new client is created.
- Watch New LeadsTriggers when a new lead is created.
- Watch ProjectsTriggers when a new project is created.
- Watch TicketsTriggers when a new ticket is created.
Frequently asked questions
Common questions about connecting Affinity and Rise CRM.
Connect your Affinity and Rise CRM 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 Affinity's "Watch Events" fires, WEXTL can "Create a Client" in Rise CRM. Affinity has 1 trigger (including Watch Events); Rise CRM has 25 actions (including Create a Client, Create a Lead, and Create a Project). 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. Affinity-to-Rise CRM 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 Affinity (or Rise CRM) 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 Affinity + Rise CRM 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 Affinity and Rise CRM integration.
- Affinity and Rise CRM integration source code, module specs and credentials implementation.
- Our Affinity and Rise CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Affinity and Rise CRM — 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.
- Affinity integration information
- Rise CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library