Connect Apptivo CRM and Contacts+
Integrate Apptivo CRM with Contacts+ to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Opportunities from Apptivo CRM when Contact Is Created in Contacts
List Customers from Apptivo CRM when Contact Is Created in Contacts
List Contacts from Apptivo CRM when When a tag is deleted in Contacts
List Opportunities from Apptivo CRM when Tag Updated in Contacts
List Cases from Apptivo CRM when Tag Updated in Contacts
Popular Apptivo CRM + Contacts+ 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
Contacts+
Automatically do this!
Remove Tags From a Contact
Add a Note to a Contact
Create a Contact
Get Account Information
List My Teams
Create Tag
Add Tags To A Contact
Update Contact
Find Contacts
List Opportunities from Apptivo CRM when Contact Is Created in Contacts
Use this flowList Customers from Apptivo CRM when Contact Is Created in Contacts
Use this flowList Contacts from Apptivo CRM when When a tag is deleted in Contacts
Use this flowList Opportunities from Apptivo CRM when Tag Updated in Contacts
Use this flowList Cases from Apptivo CRM when Tag Updated in Contacts
Use this flowList Leads from Apptivo CRM when Tag Updated in Contacts
Use this flowList Customers from Apptivo CRM when Tag Updated in Contacts
Use this flowSearch Leads by Email ID in Apptivo CRM when Tag Updated in Contacts
Use this flowCreate Contact in Apptivo when Tag Updated in Contacts
Use this flowList Cases from Apptivo CRM when When a business card is transcribed in Contacts
Use this flowSupported Triggers & Actions
Everything you can automate between Apptivo CRM and Contacts+.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Is Created
Runs when contact is created
Contact Deleted
Triggers when a contact is deleted from your Contacts+ account.
When a contact is updated
Runs the workflow automatically whenever any contact is updated in your Contacts+ account.
When a new tag is added
Runs the workflow automatically whenever a new tag is added to your Contacts+ account.
When a tag is deleted
Runs the workflow automatically whenever a tag is deleted from your account.
Tag Updated
Triggers when a tag 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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Apptivo CRM and Contacts+ free
No credit card required. Set up your first workflow in minutes.
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 Contacts+
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Apptivo CRM and Contacts+ 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 Contacts+ 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 Contacts+. No coding required.
Yes. You can set up a workflow where Apptivo CRM triggers actions in Contacts+, and a separate workflow where Contacts+ 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 Contacts+. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Apptivo CRM and Contacts+ integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
