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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
golinks
GoLinks is the easiest way to access and share resources at your company with intuitive links called go/links
gocanvas
GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.
Goals by KeepSolid
Goals by KeepSolid is a goal management platform, where you can set goals, plan strategy, involve your team, and achieve results together.
glue
Glue is a better way to chat without the noise and channel fatigue.
Global Intellisystems
Global IntelliSystems is an email, mobile, and text marketing system.
glibl
Glibl, digital business card. Collect paper business cards with the scanner and AI. Use the Team Manager to manager all employees’ cards and cards collected.
gleanly
A single, searchable, secure, scalable user research repository, allowing the whole organisation to benefit from shared knowledge.
givepanel
GivePanel helps you unlock social fundraising by giving you a proven way to acquire more contact data and help build custom imports for your CRM
Gainsight Customer Communities
Gainsight's Customer Communities is a B2B customer success community platform that increases self-service and engagement during crucial phases of the customer journey.
gainknowhow
GainKnowHow is an employee onboarding and skill training platform. It's like "An org-chart for your skills".
gaggleamp
Increase brand reach and employee engagement through your employees' social networks.
fyrebox
Fyrebox makes it easy to create customised interactive quizzes to collect leads for your business.
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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