Connect Apptivo CRM and Paystack to Build Intelligent Automations

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Apptivo CRM

When this happens...

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Paystack

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Recent Transactions

Recent Transactions

Retrieve Paystack transactions from the last 15 minutes, optionally filtered by status.

Abandoned Transaction

Abandoned Transaction

Fetches Paystack transactions marked as abandoned created in the last 15 minutes.

Fetch Subscriptions

Fetch Subscriptions

Retrieve Paystack subscriptions created within a recent time window and filter by status (new or cancelled).

Cancelled Subscription

Cancelled Subscription

Return subscriptions cancelled on Paystack within the last 15 minutes.

New Refund

New Refund

Retrieve refunds processed in the last 15 minutes from Paystack.

New Order

New Order

Retrieve Paystack orders created in the last 15 minutes.

Do thisActions

Action is the task that follows automatically within your Apptivo CRM integrations.

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 I start an integration between Apptivo CRM and Paystack?

To start, connect both your Apptivo CRM and Paystack accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Paystack (or vice versa).

Can we customize how data from Apptivo CRM is recorded in Paystack?

Absolutely. You can customize how Apptivo CRM data is recorded in Paystack. This includes choosing which data fields go into which fields of Paystack, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Apptivo CRM and Paystack?

The data sync between Apptivo CRM and Paystack typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Apptivo CRM to Paystack?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Apptivo CRM and Paystack?

Yes, you can set conditional logic to control the flow of data between Apptivo CRM and Paystack. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

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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Paystack

About Paystack

Integrate seamless payment processing features with Paystack, enabling businesses to handle transactions efficiently and securely.

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