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- TemplatesLibrary of Automation Workflows
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- EmbedEmbed viaSocket in your SaaS/AI
- Workflow Automation GuideAutomate tasks easily
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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
Wishlist Member
WishList Member is a powerful & easy to use plugin for running a membership site with WordPress. (Requires WishList Member 3.0 or higher).
wiin
WIIN is a collaborative portal to dematerialize all your information collection process
wideo
Wideo automation is an online video app that allows you to create high-quality automated/personalized videos on a large scale.
wibbitz
Wibbitz is an online video creation software that gives you the freedom to create short-form videos online in minutes – no experience necessary
WHS Monitor
WHS Monitor is a modular, cloud-based Work Health and Safety compliance management software which enables organisations to simply and effectively comply with their Work Health and Safety obligations.
whoz
Whoz boosts services companies results thanks to its unique staffing optimization solution.
whova
Whova is an all-in-one event management solution that makes events modern and trendy, attracts and engages attendees effectively, and helps event organizers save time when managing event logistics.
wholestory
WholeStory is a technology platform for employers that integrates the candidate's pivotal life experiences into the screening and interview process. This uncovers critical soft skills not revealed in the resume and interview.
whmcs
WHMCS is a complete client management package, supporting billing & support solutions for any online business.
White Swan
White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.
whispir
Whispir is an Omni-channel communication tool to help you reach out your target audience.
whippy
Whippy is a shared SMS inbox for teams. With Whippy you can convert leads on your website. Qualify them via SMS with your team and gather feedback and reviews from customers.
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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