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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

Bp Pay

Bp Pay

BP Pay provides blockchain payment solutions for fast, frictionless, low-cost transactions using Stellar Blockchain and Circle's USDC.

boxhero

boxhero

BoxHero simplifies inventory management for small to medium-sized businesses. Increase visibility with barcode and QR-code attachments.

bounsel

bounsel

Bounsel: AI-powered contract lifecycle management software. Effortlessly create, collaborate, review, store, approve, sign, and analyze contracts.

biztera

biztera

Biztera is a service for organizations to keep track of approval requests between members. For example, CFOs use Biztera to approve big ticket items, and keep track of expenses versus budget. IT managers use Biztera to request approval for expensive services to beef up security. By streamlining the approval process, Biztera eliminates ambiguity in the workplace and speeds up decision-making.

bizpay

bizpay

BizPay automates business expense management with corporate cards, UPI-enabled wallets, and apps, ensuring 360-degree real-time visibility and 100% control.

bitskout

bitskout

Bitskout allows users to add A.I. without any coding or training and stop typing data into tools.

Birdie Screen Recording

Birdie Screen Recording

With Birdie Screen Recording, users can record their screen and voice and instantly share their feedback in less time than it would take to take screenshots, annotate them and type an email.

birdie

birdie

Birdie is a platform that allows people in product-related jobs to centralize and classify user feedback from many sources in a single place and get insights with the help of AI

Billy The Birthday Bot

Billy The Birthday Bot

Automate birthdays and work anniversaries celebrations in Slack

billitio

billitio

Access your billit.io account, be notified about your invoices, customers or payments.

billbjorn

billbjorn

BillBjorn is a tool to automate the data entry of bills and receipts into your accounting software.

bigcontacts

bigcontacts

BIGContacts by ProProfs is designed for teams to grow their business through improved contact management. Sort and view contacts by pending or upcoming activity, opportunity, last contact, or last communication.

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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