Connect Apptivo CRM and Text-Em-All to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Outbound Text Sent
runs when new outbound text is sent
New Text Received
runs when New Text Received
Broadcast Status Changes
runs when Broadcast Status Changes
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.
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Frequently Asked Questions
To start, connect both your Apptivo CRM and Text-Em-All accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Text-Em-All (or vice versa).
Absolutely. You can customize how Apptivo CRM data is recorded in Text-Em-All. This includes choosing which data fields go into which fields of Text-Em-All, setting up custom formats, and filtering out unwanted information.
The data sync between Apptivo CRM and Text-Em-All typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Apptivo CRM and Text-Em-All. 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.
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 MoreAbout Text-Em-All
Text-Em-All is a powerful communication platform designed to streamline mass messaging through text and voice. Ideal for businesses and organizations looking to efficiently reach large groups, it offers features for automated notifications, reminders, and alerts.
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