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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

evaluagent

evaluagent

EvaluAgent provides everything you need to evaluate, coach and engage agents. This app allows you to view zendesk tickets that have been evaluated inside evaluation and have instant access to the results

essensys

essensys

essensys Operate is a workspace management platform that helps space-as-a-service operators run their workspace from lead to cash and everything in between.

erelocation

erelocation

eRelocation is a web-based relocation department management solution for real estate brokerages.

emotive

emotive

Emotive is an eCommerce service that enables eCommerce businesses to scale 1:1 relationships through conversational text messaging.

elfsight

elfsight

Elfsight Forms is an easy way to create contact, feedback, survey, subscription and any other kind of form.

educateme

educateme

EducateMe is an all-in-one platform for social learning. It allows you to create an easy-to-go experience for your learners without losing live communication.

Eden AI

Eden AI

Eden AI is an AI API aggregator that allows you to use many AI technologies and providers without having to set up each API individually.

easywebinar

easywebinar

EasyWebinar is a webinar software program that allows you to go live or use our automated feature to show a pre-recorded video as your webinar. Connect any webinar in EasyWebinar, live or automated, to your favorite autoresponder.

easypromos

easypromos

Easypromos is an online platform to create and manage all sorts of digital promotions, sweepstakes and contests.

easelly

easelly

Easelly is a simple infographic maker that lets you visualize any kind of information. It is a web tool that empowers anyone to create and share powerful visuals (infographics, posters)... no design experience needed!

dg1

dg1

DG1 is an all-in-one E-Business suite with enterprise-level capabilities for small and medium-sized businesses. It is affordably delivered through the cloud as a SaaS.

Drop Cowboy

Drop Cowboy

DefiScout24 is a trading platform for automated external defibrillators.

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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