Connect Apptivo CRM and Agiled to Build Intelligent Automations

Choose a Trigger

Apptivo CRM

When this happens...

Choose an Action

Agiled

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Enable Integrations or automations with these events of Apptivo CRM and Agiled

Enable Integrations or automations with these events of Apptivo CRM and Agiled

Actions

List Opportunities

List Opportunities

Fetches configuration data for opportunities from the Apptivo API

List Cases

List Cases

Fetches configuration data for cases from the Apptivo API

List Leads

List Leads

Fetches configuration data for leads from the Apptivo API

List Customers

List Customers

Fetches configuration data for customers from the Apptivo API

List Contacts

List Contacts

Return all the contacts configuration data with JSON format

Search Leads by Email ID

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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Frequently Asked Questions

How do I start an integration between Apptivo CRM and Agiled?

To start, connect both your Apptivo CRM and Agiled accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Agiled (or vice versa).

Can we customize how data from Apptivo CRM is recorded in Agiled?

Absolutely. You can customize how Apptivo CRM data is recorded in Agiled. This includes choosing which data fields go into which fields of Agiled, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Apptivo CRM and Agiled?

The data sync between Apptivo CRM and Agiled typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Apptivo CRM to Agiled?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Apptivo CRM and Agiled?

Yes, you can set conditional logic to control the flow of data between Apptivo CRM and Agiled. 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.

Apptivo CRM

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.

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Agiled

About Agiled

Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.

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