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- FeaturesFeatures to optimize your experience
- List Your AppBring your app on viaSocket
- TemplatesLibrary of Automation Workflows
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- 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
Picky Assist
Picky Assist helps to connect your existing android mobile phone as a gateway to automate SMS & WhatsApp or Business can connect Official WhatsApp Business Account to interconnect with other apps
phraseanet
Phraseanet is an Open Source Digital Asset Management solution dedicated to professionals who need a complete system to manage, publish and share their digital media resources (pictures, videos, audio, PDF, Office documents…).
photoroom
PhotoRoom automatically removes the background from your images.
phonetrack
PhoneTrack is a call tracking platform that assists sales teams, service management and marketing.
phoneburner
PhoneBurner is an outbound sales dialing platform that increases live client interactions and overall team productivity and transparency.
Phone Validator
Use the official API of the popular phone line-type identification website, phonevalidator.com. Determine if any North American-based phone number is a landline, cell, VOIP or toll-free.
Philips SpeechLive
Philips SpeechLive is a leading cloud-based dictation solution: smartphone recorder included, work from anywhere at anytime. Offering speech recognition, transcription service, browser-based transcription and administration.
persistiq
PersistIQ is software for effective outbound sales that combines communication and workflow into one easy to use system.
pepadocs
PepaDocs is a tool used to create intervention reports. A team can use PepaDocs on various missions to edit, create, manage or classify any type of report based on available or custom templates, directly on a smartphone, computer or a tablet.
peoplesmart
PeopleSmart is a B2B contact search engine for finding leads, candidates, and prospects
People HR
People delivers an HR administration solution for HR professionals working in small and mid-sized companies. People HR constructs insightful graphic reports, offers expert “follow me” guidance, and engages people on missions through high-impact tasks.
pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Actions and Triggers
When this happensTrigger
No trigger available
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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