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- FeaturesFeatures to optimize your experience
- List Your AppBring your app on viaSocket
- TemplatesLibrary of Automation Workflows
- Discover Top AppsDiscover Top Apps by Category
- EmbedEmbed viaSocket in your SaaS/AI
- Workflow Automation GuideAutomate tasks easily
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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
Select Any App to connect with Apptivo CRM
Apptivo CRM
sharebuilders
ShareBuilders simplifies media sales with data-driven strategies, activity tracking, and inventory management. Empower your team and grow revenue with our expert tools.
sflow
Sflow is a project collaboration tool to organize tasks and keep projects on track.
setschedule
SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.
sessions
Sessions is an all-in-one platform designed to streamline customer-facing sessions, offering immersive experiences for webinars, workshops, and demos.
servicetrade
ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.
ServiceNow
ServiceNow specializes in IT services management (ITSM), IT operations management (ITOM) and IT business management (ITBM).
serviceaide
ServiceAide Cloud Service Management is an online, Cloud based IT Service Management system.
Serio Verify
Serio Verify is your software platform for lead management. Predict your conversion with AI, automatically validate and enrich your leads and get relevant statistics, so you can make the right strategic decisions. 100% GDPR compliant - all the way.
sequelio
Sequel.io provides powerful pre-built live communication components to give your audience an experience right where they are, on your site.
senta
Senta is a cloud practice management software including marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.
seniorplace
Senior Place is the premiere CRM for senior placement professionals.
sendsquared
SendSquared is a simple, design focused email & SMS marketing platform.
Actions and Triggers
Do thisActions
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.
Know More About viaSocket Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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.
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 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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