Connect Apptivo CRM and Autopilot
Integrate Apptivo CRM with Autopilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Apptivo CRM + Autopilot 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
Autopilot
Automatically do this!
Create Client
Update Client
Find Clients
Add Client Address
Create Job
Update Job
Find Jobs
Create Invoice
Update Invoice
Record Invoice Payment
Find Invoices
Create Estimate
Update Estimate
Find Estimates
Add Line Item
List Opportunities from Apptivo CRM when New Client in Autopilot
Use this flowList Cases from Apptivo CRM when New Client in Autopilot
Use this flowList Leads from Apptivo CRM when New Client in Autopilot
Use this flowList Customers from Apptivo CRM when New Client in Autopilot
Use this flowList Contacts from Apptivo CRM when New Client in Autopilot
Use this flowSearch Leads by Email ID in Apptivo CRM when New Client in Autopilot
Use this flowCreate Contact in Apptivo when New Client in Autopilot
Use this flowList Opportunities from Apptivo CRM when Updated Client in Autopilot
Use this flowList Cases from Apptivo CRM when Updated Client in Autopilot
Use this flowList Leads from Apptivo CRM when Updated Client in Autopilot
Use this flowSupported Triggers & Actions
Everything you can automate between Apptivo CRM and Autopilot.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Runs when a new client or lead is added. Optionally only clients or only leads.
Updated Client
Runs when a client changes, including addresses and tags.
New Job
Runs when a new job is created.
Updated Job
Runs when a job is updated, optionally only for a chosen status.
New Invoice
Runs when a new invoice is created.
Updated Invoice
Runs when an invoice or its payments are updated. Optionally only for a chosen status.
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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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 Autopilot
Autopilot is a CRM and field service management app for home service businesses: clients, jobs, scheduling, estimates, invoices and payments.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Apptivo CRM and Autopilot 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 Autopilot 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 Autopilot. No coding required.
Yes. You can set up a workflow where Apptivo CRM triggers actions in Autopilot, and a separate workflow where Autopilot 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 Autopilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Apptivo CRM and Autopilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
