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- 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
Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
membersuite
MemberSuite provides a CRM platform to keep the contact information of all your valuable members, donors, and prospects in one place. MemberSuite makes it easy to keep track of the people that allow your organization to shine.
membermate
membermate is a platform to easily set up your own member area, including courses, memberships, community, live calls and more.
melo
Melo is an API that makes it easy to get — and use — real estate data.
meetingpulse
MeetingPulse allows you to put real-time polling, voting, Q&A, scheduling, ideation, sentiment analysis or any response in the hands of your audience.
meetfox
MeetFox is an easy-to-use meeting tool with online scheduling, seamless video calls and immediate payments all-in-one. Helping you monetize your time while providing a great user experience for your clients.
meetergo
Meetergo is appointment scheduling software to help anyone quickly and easily schedule meetings with you from anywhere. Manage your appointments, join calls, and accept payments all in one place.
meetaway
Meetaway is a virtual networking software for companies and organizations
Medallia Agent Connect
Medallia Agent Connect is a software platform built to empower customer service agents, make them happier in their jobs, and help with their career development.
Loyverse
Free Point of Sale and Inventory Management Software. Turn your smartphone or tablet into a powerful POS. Manage sales, inventory and employees with ease.
Loyalty Gator
Loyalty Gator is a customer loyalty program that helps increase retention and sales while providing cross communication of transactions.
loopspark
LoopSpark software for converting, retaining, measuring and growing your client base is the go-to automated CRM solution for fitness studio management.
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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