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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

Apollo

Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

Anymail Finder

Anymail Finder

Anymail is a sales and marketing tool that allows you to find anybody's email address.

anvil

anvil

Anvil lets you automate your paperwork and business processes: Data-capture, PDF preparation, and e-sign working seamlessly together.

baresquare

baresquare

Baresquare connects with your current analytics platform to make sense of the trends in your data, surfacing micro insights that could lead to major opportunities. In a sea of data, get your bearings with Baresquare’s action-driven analytics.

badgr

badgr

Badgr makes it easy to collect and award digital badges and micro-credentials! Whether you are an educator, employer, or program administrator secure, portable, and shareable digital credentials are a great way to recognize accomplishments while engaging your audience.

backform

backform

Backform is a service that simplifies the installation and operation of contact forms on websites by providing backend functionality for inquiry forms.

Avidmobile

Avidmobile

AvidMobile is a service that enables you to add SMS to your communication and marketing strategies with 2-way SMS, coupons, contests, and loyalty.

Amazon S3

Amazon S3

Amazon Simple Storage Service is a fully redundant data storage system. It makes it easy to store and retrieve any amount of data, anytime, from anywhere.

Acronis Cyber Protect

Acronis Cyber Protect

MSPs across the globe use Acronis Cyber Protect Cloud to actively protect their customers and departments against the most prevalent cyber threats.

A2Z Events

A2Z Events

A2Z Events: Streamline event planning with our all-in-one platform. Connect seamlessly with your workflow and execute unforgettable conferences, tradeshows, meetings, and more.

allocadence

allocadence

Allocadence is an enterprise warehouse management system built to help agencies, institutions, and ecommerce companies manage inventory and fulfill orders accurately.

All Digital Rewards

All Digital Rewards

All Digital Rewards tooling easily sends gift cards & creates/manages points-based incentive programs for rewarding participants.

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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