Connect Apptivo CRM and toflow.ai
Integrate Apptivo CRM with toflow.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Opportunities from Apptivo CRM when When new tasks are created in toflow.ai
List Cases from Apptivo CRM when When new tasks are created in toflow.ai
List Leads from Apptivo CRM when When new tasks are created in toflow.ai
List Customers from Apptivo CRM when When new tasks are created in toflow.ai
List Contacts from Apptivo CRM when When new tasks are created in toflow.ai
Popular Apptivo CRM + toflow.ai 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
toflow.ai
Automatically do this!
Create List
Get Lists
Delete List
List Companies
Delete Company
Create Person
Update Person
Create Note
Find Tasks
Delete Task
Find Notes
List Deals
Create Deal
Delete Deal
Send Email
Get Filtered Emails
List Opportunities from Apptivo CRM when When new tasks are created in toflow.ai
Use this flowList Cases from Apptivo CRM when When new tasks are created in toflow.ai
Use this flowList Leads from Apptivo CRM when When new tasks are created in toflow.ai
Use this flowList Customers from Apptivo CRM when When new tasks are created in toflow.ai
Use this flowList Contacts from Apptivo CRM when When new tasks are created in toflow.ai
Use this flowSearch Leads by Email ID in Apptivo CRM when When new tasks are created in toflow.ai
Use this flowCreate Contact in Apptivo when When new tasks are created in toflow.ai
Use this flowList Opportunities from Apptivo CRM when When a new company is added in Toflow.ai
Use this flowList Cases from Apptivo CRM when When a new company is added in Toflow.ai
Use this flowList Leads from Apptivo CRM when When a new company is added in Toflow.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Apptivo CRM and toflow.ai.
When this happensTriggers
A trigger is an event that starts a workflow.
When new tasks are created
Runs the workflow automatically whenever new tasks are created in the account.
When a new company is added
Runs the workflow automatically whenever a new company is added to the account.
When a person is created
Runs the workflow automatically whenever a new person is created in the account.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
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
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Apptivo CRM and toflow.ai free
No credit card required. Set up your first workflow in minutes.
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 toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Apptivo CRM and toflow.ai 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 toflow.ai 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 toflow.ai. No coding required.
Yes. You can set up a workflow where Apptivo CRM triggers actions in toflow.ai, and a separate workflow where toflow.ai 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 toflow.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Apptivo CRM and toflow.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
