Integrations Apptivo CRM MyOperator
Apptivo CRM + MyOperator

Connect Apptivo CRM and MyOperator to Build Intelligent Automations

Choose a Trigger

Apptivo CRM

When this happens...

Choose an Action

MyOperator

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call Received

New Call Received

Triggered when a new call is received in MyOperator.

Request a new Trigger for Apptivo CRM

Do thisActions

Action is the task that follows automatically within your Apptivo CRM integrations.

List Opportunities

List Opportunities

Fetches configuration data for opportunities from the Apptivo API

List Cases

List Cases

Fetches configuration data for cases from the Apptivo API

List Leads

List Leads

Fetches configuration data for leads from the Apptivo API

List Customers

List Customers

Fetches configuration data for customers from the Apptivo API

List Contacts

List Contacts

Return all the contacts configuration data with JSON format

Search Leads by Email ID

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

How do I start an integration between Apptivo CRM and MyOperator?

To start, connect both your Apptivo CRM and MyOperator accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in MyOperator (or vice versa).

Can we customize how data from Apptivo CRM is recorded in MyOperator?

Absolutely. You can customize how Apptivo CRM data is recorded in MyOperator. This includes choosing which data fields go into which fields of MyOperator, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Apptivo CRM and MyOperator?

The data sync between Apptivo CRM and MyOperator typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Apptivo CRM to MyOperator?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Apptivo CRM and MyOperator?

Yes, you can set conditional logic to control the flow of data between Apptivo CRM and MyOperator. 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.

Apptivo CRM

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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MyOperator

About MyOperator

MyOperator is a cloud-based call management system designed to streamline and enhance business communication. It offers features such as call tracking, call recording, and virtual numbers to help businesses manage their customer interactions efficiently. With MyOperator, businesses can improve their customer support and ensure seamless communication with clients.

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