STEP 1
Connect Affinity and SyncroMSP
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 SyncroMSP Integration
Build crm workflows between Affinity and SyncroMSP on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Affinity and SyncroMSP
Detailed info you need to know about Affinity and SyncroMSP integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Affinity to SyncroMSP
Set up your Affinity and SyncroMSP integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Affinity and SyncroMSP 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 SyncroMSP. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Affinity and SyncroMSP work in WEXTL?
WEXTL exposes actions and triggers for Affinity and SyncroMSP 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 triggersSyncroMSP actions
Affinity modules
- Create an OpportunityCreates a new opportunity.
- Create an OrganizationCreates a new organization.
- Create a NoteCreates a new note.
- Create a PersonCreates a new person.
- Delete an OpportunityDeletes an existing opportunity by its id.
- Delete a NoteDeletes an existing note by its id.
- Delete a PersonDeletes an existing person by its id.
- Get a CompanyRetrieves a single company by specified ID.
- Get a ListRetrieves a single list by id.
- Get an OpportunityRetrieves a single opportunity.
- Get a PersonRetrieves a single person by id.
- Get a Person ListsReturns lists of a specified person id.
- 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 an OpportunityUpdates an existing opportunity.
- Update an OrganizationUpdates an existing organization details.
- Update a PersonUpdates an existing person by its id.
- Watch EventsTriggers when a specified event occurs.
SyncroMSP modules
- Adds a Comment to a TicketPerforms the a Comment to a Ticket operation.
- Adds a Line Item to an EstimatePerforms the a Line Item to an Estimate operation.
- Adds a Line Item to an Invoice SchedulePerforms the a Line Item to an Invoice Schedule operation.
- Adds a Product to a Purchase OrderPerforms the a Product to a Purchase Order operation.
- Adds Product Serials to a Line ItemPerforms the product Serials to a Line Item operation.
- Attach a File to a TicketAttaches a file to a ticket.
- Charges a Ticket TimerPerforms the a Ticket Timer operation.
- Convert Estimate To InvoiceConverts estimate to invoice.
- Create a ContactCreates a contact.
- Create a ContractCreates a contract.
- Create a CustomerCreates a customer.
- Create a LeadCreates a lead.
- Create an AppointmentCreates an appointment.
- Create an AssetCreates an asset.
- Create an EstimateCreates an estimate.
- Create a New Line ItemCreates a new line item.
- Create an InvoiceCreates an invoice.
- Create an Invoice ScheduleCreates an invoice schedule.
- Create an RMM AlertCreates an rmm alert.
- Create a PaymentCreates a payment.
- Create a ProductCreates a product.
- Create a Product ImageCreates a product image.
- Create a Product SerialCreates a product serial.
- Create a Product SKUCreates a product sku.
- Create a Purchase OrderCreates a purchase order.
- Create a TicketCreates a ticket.
- Create a Ticket Line ItemCreates a ticket line item.
- Create a Ticket Timer for a TicketCreates a ticket timer for a ticket.
- Create a Ticket Timer That Starts RunningCreates a ticket timer that starts running.
- Create a VendorCreates a vendor.
- Delete a ContactDeletes a contact.
- Delete a Contract by IDDeletes a contract by id.
- Delete a Customer by IDDeletes a customer by id.
- Delete a Line ItemDeletes a line item.
- Delete an a Line Item of an Invoice by IDDeletes an a line item of an invoice by id.
- Delete an Appointment by IDDeletes an appointment by id.
- Delete an Estimate by IDDeletes an estimate by id.
- Delete an Invoice by IDDeletes an invoice by id.
- Delete a Product ImageDeletes a product image.
- Delete a Product SKU by IDDeletes a product sku by id.
- Delete a Schedule by IDDeletes a schedule by id.
- Delete a Ticket AttachmentDeletes a ticket attachment.
- Delete a Ticket by IDDeletes a ticket by id.
- Delete a Ticket Line ItemDeletes a ticket line item.
- Delete a Ticket TimerDeletes a ticket timer.
- Deletes/Clears an RMM Alert by IDPerforms the an RMM Alert by ID operation.
- Get a List of Assets for a Specific ContactReturns a list of assets for a specific contact.
- Get a List of Product SKUsReturns a list of product skus.
- Get a Paginated Flat List of Comments Across Multiple TicketsReturns a paginated flat list of comments across multiple tickets.
- Get a Paginated List of AppointmentsReturns a paginated list of appointments.
Frequently asked questions
Common questions about connecting Affinity and SyncroMSP.
Connect your Affinity and SyncroMSP 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 "Adds a Comment to a Ticket" in SyncroMSP. Affinity has 1 trigger (including Watch Events); SyncroMSP has 133 actions (including Adds a Comment to a Ticket, Adds a Line Item to an Estimate, and Adds a Line Item to an Invoice Schedule). 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-SyncroMSP 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 SyncroMSP) 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 + SyncroMSP 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 SyncroMSP integration.
- Affinity and SyncroMSP integration source code, module specs and credentials implementation.
- Our Affinity and SyncroMSP integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Affinity and SyncroMSP — 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
- SyncroMSP integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library