Connect Apptivo CRM and Habitica to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an Action
Automatically do this!
Create User Task
Update Task
Get User's Tags
Create Tag
Update Tag
Delete Tag
Create Party Group
Get Group Details
Update Group
Delete Task
Score a Task
Send Group Message
Ready to use Apptivo CRM and Habitica automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User Task
Triggers when a new user task created.
Task Updated
Triggers when a existing task is updated.
Task Deleted
Triggers when a task is deleted from the user's Habitica account.
Score Task
Triggers when a task is scored.
Party Group Chat
Triggers when a chat message is received in the selected party group.
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 Habitica accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Habitica (or vice versa).
Absolutely. You can customize how Apptivo CRM data is recorded in Habitica. This includes choosing which data fields go into which fields of Habitica, setting up custom formats, and filtering out unwanted information.
The data sync between Apptivo CRM and Habitica 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 Habitica. 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 Habitica
Habitica is a unique productivity app that turns your daily tasks and goals into a role-playing game. By gamifying your to-do list, Habitica helps you stay motivated and organized, rewarding you with experience points and in-game rewards as you complete tasks. It's an engaging way to build habits and achieve personal and professional goals.
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