Connect Apptivo CRM and Linear to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an Action
Automatically do this!
Create Issue
Create Comment
Find an Issue
Update Issue Status
Create a Project
Create an Issue Attachment
Delete an Issue
Find by ID
Create Customer
Create Customer Need
Add Label to Issue
Remove Label from Issue
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Isuue Status Updated
Trigger when an issue status will changed.
New Issue Created
Triggers when a new issue is created.
New Document Comment
Triggers when a new document comment is created.
New Issue Comment
Triggers when a new issue comment is created.
New Project
Triggers when a new project is created.
New Project Update
Triggers when a new project update 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 Linear accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Linear (or vice versa).
Absolutely. You can customize how Apptivo CRM data is recorded in Linear. This includes choosing which data fields go into which fields of Linear, setting up custom formats, and filtering out unwanted information.
The data sync between Apptivo CRM and Linear 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 Linear. 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 Linear
Linear is a fast and intuitive project management tool that helps teams track tasks, bugs, and feature requests. It offers streamlined workflows, project roadmaps, and integrates seamlessly with tools like GitHub and Slack for improved collaboration and productivity.
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