Connect Apptivo CRM and Canny to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an Action
Automatically do this!
Comment on a post
Create a Post
Change Post Status
Create or Update User
Find Post
List All Boards
List All Categories
List All Entries
List All Comments
List All Companies
List All Opportunities
List All Posts
List All Tags
List All Users
List All Votes
Ready to use Apptivo CRM and Canny automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Triggers when a new post is created.
New Comment
Triggers when a new comment is added to a specific post.
New Vote
Triggers when a new vote is created
Post Status Change
Triggers when posts status is changed
Tag Added to Post
Triggers when tag is added to post
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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Frequently Asked Questions
To start, connect both your Apptivo CRM and Canny accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Canny (or vice versa).
Absolutely. You can customize how Apptivo CRM data is recorded in Canny. This includes choosing which data fields go into which fields of Canny, setting up custom formats, and filtering out unwanted information.
The data sync between Apptivo CRM and Canny 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 Canny. 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 Canny
Canny is a user feedback tool that helps you collect, organize, and analyze feedback from your users to make informed product decisions.
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