Connect Agendor and Apptivo CRM
Integrate Agendor with Apptivo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Agendor + Apptivo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Agendor
When this happens...
New Activity
Deal Won
Update Deal
Update Organization
Update Person
New Deal
New Person
New Organization
Deal Lost
Deal Stage Updated
Deal Deleted
Choose an action
Apptivo CRM
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
List Opportunities from Apptivo CRM when New Activity in Agendor
Use this flowList Cases from Apptivo CRM when New Activity in Agendor
Use this flowList Leads from Apptivo CRM when New Activity in Agendor
Use this flowList Customers from Apptivo CRM when New Activity in Agendor
Use this flowList Contacts from Apptivo CRM when New Activity in Agendor
Use this flowSearch Leads by Email ID in Apptivo CRM when New Activity in Agendor
Use this flowCreate Contact in Apptivo when New Activity in Agendor
Use this flowList Opportunities from Apptivo CRM when Deal Won in Agendor
Use this flowList Cases from Apptivo CRM when Deal Won in Agendor
Use this flowList Leads from Apptivo CRM when Deal Won in Agendor
Use this flowSupported Triggers & Actions
Everything you can automate between Agendor and Apptivo CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when new activity created.
Deal Won
Check whether the deal status has been updated to **Won**.
Update Deal
Triggers when deal is updated.
Update Organization
Check if an organization has been updated.
Update Person
Triggers when person is updated.
New Deal
Triggers when new deal is created.
Do thisActions
Action is the task that follows automatically within your Agendor integrations.
Create Task for Deal
Create a task for a deal
Create Task for Organization
Create organization task
Create Task for Person
Add a task to a person.
Update a Deal
Update a deal using its ID
Get Deal Details
Get details for a deal by ID
Create Deal for an Organization or Person
Create a new deal for an organization by org id.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn more
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agendor and Apptivo CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Agendor and Apptivo CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Apptivo CRM. No coding required.
Yes. You can set up a workflow where Agendor triggers actions in Apptivo CRM, and a separate workflow where Apptivo CRM triggers actions in Agendor. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Agendor and Apptivo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agendor and Apptivo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
