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- TemplatesLibrary of Automation Workflows
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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
Leader CRM
Leader helps businesses to capture and manage leads & customers on the go.
Lead Generated
Lead Generated is an app to submit and manage leads at https://app.leadgenerated.com
layup
Layup AI enables you to transform your documents into workflows
lawnpro
Automate business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
lawhustle
LawHustle picks up where lead generation systems and marketing firms leave off. It takes leads and turns them into clients, while you’re busy taking care of your existing clients. The return on your marketing dollars multiplies and your firm grows!
lantern
Lantern allows you to build product discovery quizzes to engage customers, improve their shopping experience & boost sales.
Landing Page Robot by Marcom Robot
Landing Page Robot is a landing page builder designed for teams creating landing pages at scale.
lancerkit
Lancerkit is a web application designed for freelancers and small companies to streamline their businesses.
labsmobile
LabsMobile is a communication platform that lets you send SMS to more than 200 countries. Easy, reliable and economic.
KeyNest
KeyNest is a simple and secure self-check-in solution for Airbnb hosts, serviced apartment operators and estate agents.
kwtsms
kwtSMS is an SMS service provider delivering to Kuwait and internationally.
kvcore
KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.
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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