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Apptivo CRM

Apptivo CRM

Create integrations between Apptivo CRM and your favorite App

Create effective Apptivo CRM automations in minutes by using pre-made templates that are customized for your needs

Actions and Triggers

Do thisActions

Apptivo CRM

List Opportunities

Fetches configuration data for opportunities from the Apptivo API

Apptivo CRM

List Cases

Fetches configuration data for cases from the Apptivo API

Apptivo CRM

List Leads

Fetches configuration data for leads from the Apptivo API

Apptivo CRM

List Customers

Fetches configuration data for customers from the Apptivo API

Apptivo CRM

List Contacts

Return all the contacts configuration data with JSON format

Apptivo CRM

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 you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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