STEP 1
Connect Affinity and Urable
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 Urable Integration
Keep Affinity and Urable in sync by integrating their events and actions. When crm events happen in Affinity, update the Urable automatically - without any line of code in visual workflow builder.
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Learn about Affinity and Urable
Detailed info you need to know about Affinity and Urable integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Affinity to Urable
Set up your Affinity and Urable integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Affinity and Urable 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 Urable. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Affinity and Urable work in WEXTL?
WEXTL exposes actions and triggers for Affinity and Urable 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 triggersUrable 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.
Urable modules
- Create a CustomerCreates a new customer in Urable.
- Create a JobCreates a new job for a customer in Urable.
- Create an EventCreates a new calendar event in Urable.
- Create an ItemCreates a new item for a customer in Urable.
- Create an OrderCreates a new order for a customer in Urable.
- Create a ProductCreates a new product or service in Urable.
- Delete a CustomerDeletes a customer from Urable by its ID.
- Delete a JobDeletes a job from Urable by its ID.
- Delete an EventDeletes a calendar event from Urable by its ID.
- Delete an ItemDeletes an item from Urable by its ID.
- Delete an OrderDeletes an order from Urable by its ID.
- Delete a ProductDeletes a product or service from Urable by its ID.
- Get a CustomerRetrieves a single customer from Urable by its ID.
- Get a JobRetrieves a single job from Urable by its ID.
- Get an EventRetrieves a single calendar event from Urable by its ID.
- Get an ItemRetrieves a single item from Urable by its ID.
- Get an OrderRetrieves a single order from Urable by its ID.
- Get a PaymentRetrieves a single payment record from Urable by its ID.
- Get a ProductRetrieves a single product or service from Urable by its ID.
- Get a ProposalRetrieves a single proposal from Urable by its ID.
- Get a UserRetrieves a single user from Urable by their ID.
- Get a User HourRetrieves a single hours entry of a Urable user.
- List CustomersRetrieves a list of customers from Urable.
- List EventsSearches the calendar events in Urable and returns the matching entries.
- List ItemsSearches the items in Urable and returns the matching entries.
- List JobsSearches the jobs in Urable and returns the matching entries.
- List OrdersSearches the orders in Urable and returns the matching entries.
- List PaymentsSearches the payments in Urable and returns the matching entries.
- List ProductsSearches the products and services in Urable and returns the matching entries.
- List ProposalsSearches the proposals in Urable and returns the matching entries.
- List User HoursRetrieves the hours entries of a Urable user for an optional date range.
- List UsersRetrieves a list of users in the Urable account.
- Make an API CallSends a custom authorized request to the Urable API.
- Record a PaymentRecords a payment collected against one or more Urable jobs or orders.
- Update a CustomerUpdates an existing customer in Urable by its ID.
- Update a JobUpdates an existing job in Urable by its ID.
- Update an EventUpdates an existing calendar event in Urable by its ID.
- Update an ItemUpdates an existing item in Urable by its ID.
- Update an OrderUpdates an existing order in Urable by its ID.
- Update a ProductUpdates an existing product or service in Urable by its ID.
- Watch UsersTriggers when a new user is added in Urable.
Frequently asked questions
Common questions about connecting Affinity and Urable.
Connect your Affinity and Urable 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 Customer" in Urable. Affinity has 1 trigger (including Watch Events); Urable has 40 actions (including Create a Customer, Create a Job, and Create an Event). 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-Urable 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 Urable) 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 + Urable 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 Urable integration.
- Affinity and Urable integration source code, module specs and credentials implementation.
- Our Affinity and Urable integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Affinity and Urable — 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
- Urable integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library