Connect Apptivo CRM and Slack to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an Action
Automatically do this!
Send Message
Set Status
Send Interactive messages
Send Block/buttons/Intractive message using AI
View_open BlockKit Modal using JSON
Chat_update slack block or message using messageTs
Send a message as a thread
Retrieve a message from a channel using messageTs
Add Reminder
Create Channel
Set channel topic
Send Private Channel Message
Create Private Channel
Retrieve Thread Message
Updates any Slack user’s profile
Edit Message
Find Public channel
Get Message by Timestamp
Add User on Channel
Send Direct Message
Get all Channel Members
Get User Information by Id
Get User Information by Email
Get User Complete Profile Details by ID
Ready to use Apptivo CRM and Slack automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message on a Channel
Triggers when new message was sent in a channel
New User Joined or Updated in Your Org
Triggers when a new user join workspace.
New message Posted
Triggers when a new message is posted on any slack channel.
New Message Reaction
Triggers when a new messages on channels is posted and reaction added to that.
New Message in a Thread
Triggers when new message recieved in a thread.
New member join/leave or updated in channel
New member join/leave or profile updated in channel
Do thisActions
Action is the task that follows automatically within your Apptivo CRM integrations.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
List Leads
Fetches configuration data for leads from the Apptivo API
List Customers
Fetches configuration data for customers from the Apptivo API
List Contacts
Return all the contacts configuration data with JSON format
Search Leads by Email ID
This method used to get the number of leads in Apptivo based on the email address.
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Step by step guides to integrate Apptivo CRM and Slack
Frequently Asked Questions
To start, connect both your Apptivo CRM and Slack accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Slack (or vice versa).
Absolutely. You can customize how Apptivo CRM data is recorded in Slack. This includes choosing which data fields go into which fields of Slack, setting up custom formats, and filtering out unwanted information.
The data sync between Apptivo CRM and Slack typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Apptivo CRM and Slack. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
Learn MoreAbout Slack
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
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