Integrate Apptivo CRM with your favorite apps
Easily connect Apptivo CRM with the apps you use every day. Pick from thousands of available Apptivo CRM integrations or customize
new ones through our automation platform.
Ready to use Apptivo CRM automations
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Triggers and Actions in Apptivo CRM Automations
viaSocket makes it simple to connect Apptivo CRM and automate repetitive tasks.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Apptivo CRM integrations.
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.
How to get started with Apptivo CRM automations
Automate when something happens in Apptivo CRM
Login -> Create new flow -> Select trigger -> Search Apptivo CRM -> Choose the trigger from the list
Take action in Apptivo CRM when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Apptivo CRM -> Choose the action from the list
Trigger
Action
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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 AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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