Connect Apptivo CRM and Microsoft Teams
Integrate Apptivo CRM with Microsoft Teams to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Opportunities from Apptivo CRM when New Channel Message in Microsftteams
List Cases from Apptivo CRM when New Channel Message in Microsftteams
List Leads from Apptivo CRM when New Channel Message in Microsftteams
List Customers from Apptivo CRM when New Channel Message in Microsftteams
List Contacts from Apptivo CRM when New Channel Message in Microsftteams
Popular Apptivo CRM + Microsoft Teams 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
Microsoft Teams
Automatically do this!
Send Channel Message
Create Channel
Create Private Channel
Reply to Channel Message
Send Chat Message
Get all Chats
Get all Teams
Get all Catalog
Get all Deleted Teams
List Opportunities from Apptivo CRM when New Channel Message in Microsftteams
Use this flowList Cases from Apptivo CRM when New Channel Message in Microsftteams
Use this flowList Leads from Apptivo CRM when New Channel Message in Microsftteams
Use this flowList Customers from Apptivo CRM when New Channel Message in Microsftteams
Use this flowList Contacts from Apptivo CRM when New Channel Message in Microsftteams
Use this flowSearch Leads by Email ID in Apptivo CRM when New Channel Message in Microsftteams
Use this flowCreate Contact in Apptivo when New Channel Message in Microsftteams
Use this flowList Opportunities from Apptivo CRM when New Channel in Microsftteams
Use this flowList Cases from Apptivo CRM when New Channel in Microsftteams
Use this flowList Leads from Apptivo CRM when New Channel in Microsftteams
Use this flowSupported Triggers & Actions
Everything you can automate between Apptivo CRM and Microsoft Teams.
When this happensTriggers
A trigger is an event that starts a workflow.
New Channel Message
Triggers when a new message is posted in a channel.
New Channel
Trigger when new cchannel is created
New Chat Message
Triggers when new message is received in a chat
New Reply to Message
Triggers when a new reply is added to a message in a channel.
New Chat
Triggers when new chat 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.
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.
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Learn how to automate Apptivo CRM and Microsoft Teams workflows.
Learn how to automate Apptivo CRM and Microsoft Teams workflows.
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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 Microsoft Teams
Microsoft Teams is a collaboration platform that integrates people, content, and tools to enhance teamwork and communication. It offers chat, video conferencing, file sharing, and app integration to streamline workflows and improve productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Apptivo CRM and Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams. No coding required.
Yes. You can set up a workflow where Apptivo CRM triggers actions in Microsoft Teams, and a separate workflow where Microsoft Teams 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 Microsoft Teams. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Apptivo CRM and Microsoft Teams integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
