Connect Apptivo CRM and memomeister to Build Intelligent Automations
Enable Integrations or automations with these events of Apptivo CRM and memomeister
Enable Integrations or automations with these events of Apptivo CRM and memomeister
Actions
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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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Apptivo CRM and memomeister accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in memomeister (or vice versa).
Absolutely. You can customize how Apptivo CRM data is recorded in memomeister. This includes choosing which data fields go into which fields of memomeister, setting up custom formats, and filtering out unwanted information.
The data sync between Apptivo CRM and memomeister 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 memomeister. 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.
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About memomeister
MemoMeister is an easy-to-use application that helps you document projects by facts from anywhere. Documents like images, videos, plans or forms are stored as memos (including description, metadata and comments) securely and structured in one place: the digital project file.
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