Avail Lifetime Free Access - Limited Time Period Offer
Enable Integrations or automations with these events of Apptivo CRM and CCH Axcess
Fetches configuration data for opportunities from the Apptivo API
Fetches configuration data for cases from the Apptivo API
Fetches configuration data for leads from the Apptivo API
Fetches configuration data for customers from the Apptivo API
Return all the contacts configuration data with JSON format
This method used to get the number of leads in Apptivo based on the email address.
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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 MoreCCH Axcess is a cloud-based tax and accounting software solution designed to streamline and enhance the efficiency of accounting firms. It offers a comprehensive suite of tools for tax preparation, compliance, and workflow management, enabling professionals to manage their clients' financial data with ease and accuracy. With its integrated platform, CCH Axcess facilitates collaboration, improves productivity, and ensures compliance with the latest tax regulations.
Learn More