Connect Apptivo CRM and Gitbook to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an Action
Automatically do this!
Create a site
Create collection
Create an organization invite
Create a space
Get the list of organizations
Get an organization by its ID
Create a share link
List all share links
List all teams
Create a team
Ready to use Apptivo CRM and Gitbook automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New spaces
Trigger when a new spaces is created.
New Team
Trigger when a new team is created.
New Share Link
Trigger when a new share link is created.
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 Gitbook accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Gitbook (or vice versa).
Absolutely. You can customize how Apptivo CRM data is recorded in Gitbook. This includes choosing which data fields go into which fields of Gitbook, setting up custom formats, and filtering out unwanted information.
The data sync between Apptivo CRM and Gitbook 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 Gitbook. 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 Gitbook
Gitbook is a modern documentation platform where teams can document everything from products to internal knowledge bases. It provides a collaborative environment for creating, editing, and sharing content, making it ideal for teams looking to streamline their documentation process.
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