Connect Apptivo CRM and Apex27
Integrate Apptivo CRM with Apex27 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Apptivo CRM + Apex27 flows
Start from a real workflow other teams are already running.
Choose a trigger
Apptivo CRM
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an action
Apex27
Automatically do this!
Create Contact
Find Contact
Find Listing
Upload Image for Listing
Upload Document for Listing
Create Lead
Create Contact Note
Update Contact Note
Update Lead
Find Contact By Email
Find Lead
Create Notification
Create Listings Note
Update Listings Note
Create Listings
List Opportunities from Apptivo CRM when New Contact in Apex27
Use this flowList Cases from Apptivo CRM when New Contact in Apex27
Use this flowList Leads from Apptivo CRM when New Contact in Apex27
Use this flowList Customers from Apptivo CRM when New Contact in Apex27
Use this flowList Contacts from Apptivo CRM when New Contact in Apex27
Use this flowSearch Leads by Email ID in Apptivo CRM when New Contact in Apex27
Use this flowCreate Contact in Apptivo when New Contact in Apex27
Use this flowList Opportunities from Apptivo CRM when Update Contact in Apex27
Use this flowList Cases from Apptivo CRM when Update Contact in Apex27
Use this flowList Leads from Apptivo CRM when Update Contact in Apex27
Use this flowSupported Triggers & Actions
Everything you can automate between Apptivo CRM and Apex27.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a contact is created.
Update Contact
Triggers when a contact is updated.
New Lead
Triggers when a lead is created.
Update Lead
Triggers when a lead is updated.
New Listings
Triggers when a listings is created.
Updated Listings
Triggers when a listings is updated.
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.
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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AI will build it for you
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 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
About Apex27
Apex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Apptivo CRM and Apex27 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 Apptivo CRM and Apex27 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 Apex27. No coding required.
Yes. You can set up a workflow where Apptivo CRM triggers actions in Apex27, and a separate workflow where Apex27 triggers actions in Apptivo CRM. 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 Apptivo CRM and Apex27. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Apptivo CRM and Apex27 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
