Connect Apptivo CRM and Parallel
Integrate Apptivo CRM with Parallel to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Opportunities from Apptivo CRM when New Parallel in Parallel
List Cases from Apptivo CRM when New Parallel in Parallel
List Leads from Apptivo CRM when New Parallel in Parallel
List Customers from Apptivo CRM when New Parallel in Parallel
List Contacts from Apptivo CRM when New Parallel in Parallel
Popular Apptivo CRM + Parallel flows
Start from a real workflow other teams are already running.
Choose a trigger
Apptivo CRM
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an action
Parallel
Automatically do this!
Comment on a Parallel
Tag a Parallel
Create Parallel
Rename Parallel
Find Parallel
Delete Parallel
Rename Template
Close Parallel
Reopen Parallel
Get a Parallel
Get a Template
Get a Contact
Untag a Parallel
Associate a Profile
Disassociate a Profile
List Opportunities from Apptivo CRM when New Parallel in Parallel
Use this flowList Cases from Apptivo CRM when New Parallel in Parallel
Use this flowList Leads from Apptivo CRM when New Parallel in Parallel
Use this flowList Customers from Apptivo CRM when New Parallel in Parallel
Use this flowList Contacts from Apptivo CRM when New Parallel in Parallel
Use this flowSearch Leads by Email ID in Apptivo CRM when New Parallel in Parallel
Use this flowCreate Contact in Apptivo when New Parallel in Parallel
Use this flowList Opportunities from Apptivo CRM when Petition Complete in Parallel
Use this flowList Cases from Apptivo CRM when Petition Complete in Parallel
Use this flowList Leads from Apptivo CRM when Petition Complete in Parallel
Use this flowSupported Triggers & Actions
Everything you can automate between Apptivo CRM and Parallel.
When this happensTriggers
A trigger is an event that starts a workflow.
New Parallel
Triggers when new parallels is created.
Petition Complete
Triggers when new parallels or petition is completed.
New Comment Posted
Triggers when new comment posted .
Comment Deleted
Triggers when a comment is deleted .
A user sent a message
when a user sends a message or reply inside a Parallel form or conversation.
Profile Created
Triggers when new profile is created.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About Parallel
Parallel is a platform designed to streamline and enhance project management and team collaboration. It offers tools and features that facilitate efficient task management, communication, and workflow automation, making it ideal for teams looking to improve productivity and project outcomes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Apptivo CRM and Parallel accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Apptivo CRM and Parallel as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Parallel. No coding required.
Yes. You can set up a workflow where Apptivo CRM triggers actions in Parallel, and a separate workflow where Parallel triggers actions in Apptivo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Apptivo CRM and Parallel. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Apptivo CRM and Parallel integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
