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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

bsi

bsi

Unsere Softwarelösungen vereinen das Beste von CRM und Marketing Automation und überzeugen als intelligente und benutzerfreundliche Helfer.

BSC Designer

BSC Designer

BSC Designer is a Balanced Scorecard software. Integrate with BSC Designer to automate your scorecards and KPIs.

browserstack

browserstack

BrowserStack is a reliable cross-browser and device testing platform helping you test across 2000+ combinations.

Browse AI

Browse AI

Browse AI is a no-code web scraping and monitoring tool that utilizes artificial intelligence to extract data from websites without requiring coding. It allows users to create automated robots that can scrape data, monitor websites for changes, and integrate with various other applications.

broadvoice

broadvoice

Broadvoice is a cloud based communications platform that includes phone, SMS, video, and chat.

Certif ID

Certif ID

Certif-ID is a blockchain-based credentialing platform, enabling organisations to securely issue, track and verify digital credentials and digital badges.

Centralstation CRM

Centralstation CRM

CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.

Centerpoint Connect

Centerpoint Connect

Centerpoint Connect is a construction-based solution designed specifically for roofing companies, offering all the digital tools Roofers need.

cedarai

cedarai

Cedar is an AI company with a mission to improve the rail experience and flexibility as a supply chain product. We build products that make rail easier to use.

causevox

causevox

CauseVox is a digital fundraising platform for nonprofits and social good projects. Increase fundraising results with our donation forms, crowdfunding campaigns, peer to peer fundraising, event ticketing, and pledge donations.

Catchapp Bookings

Catchapp Bookings

CatchApp is an online booking system that lets your client self-book appointments and pay for them.

castos

castos

Podcast hosting and analytics that is the easiest way to create a podcast and share your voice with the world.

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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