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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

Select Any App to connect with Apptivo CRM

Apptivo CRM

Apptivo CRM

priceblocs

priceblocs

PriceBlocs helps sales and marketing teams upgrade their users with as little friction as possible.

PressNExpress

PressNExpress

Press'nXPress is a multi-channel customer feedback management collects feedback on Web, Email, SMS, QR code and generates actionable insights in real-time.

precisely

precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

practifi

practifi

Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.

PPM Express

PPM Express

PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing projects in Microsoft Planner, Azure DevOps, Jira Software, Monday.com, and Microsoft Project Online to get a big picture view of your projects and product portfolio.

POWR Form Builder

POWR Form Builder

POWR Form Builder is an easy way to collect information, grow your email list, and take payments online on all devices and platforms.

potion

potion

Potion is a video personalization AI used to scale your video content effortlessly

postpone

postpone

Postpone is the Reddit, Twitter, Instagram, and TikTok post scheduler for content creators and agencies.

Post Cheetah

Post Cheetah

Post Cheetah is an AI based SEO tool which you can connect to any website or blog to supercharge your content and SEO rankings.

porsline

porsline

Porsline is an Online Survey Software dedicated to help companies of all sizes doing effective market research, customer experience, and employee surveys. We help companies cut their costs and get more by real-time decision making.

poppins

poppins

Poppins is a team collaboration tool for all your ad hoc tasks that doesn't make it into any project management tool

Pushpad

Pushpad

Pushpad is a powerful web push notification platform designed to help businesses engage and retain their audience through real-time, personalized notifications. It supports rich media, segmentation, and automation to deliver targeted messages across browsers and devices, boosting user interaction and conversions effectively.

Actions and Triggers

When this happensTrigger

No trigger available

Do thisActions

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 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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