Affinity + Workbooks
Integration + Automation

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Affinity
+
Workbooks

Affinity and Workbooks Solutions

Uses

Sales

Business professionals that want to integrate Affinity with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Affinity support for ensured success

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations
Affinity

Affinity

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create note

Create opportunity

Create organization

Create person

Delete opportunity

Workbooks

Workbooks

Connection Type

Tray Toolkit

Triggers

Manual

Scheduled

Webhook

Operations

Get

List

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