Connect Apptivo CRM and WooCommerce to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an Action
Automatically do this!
Create Coupon
Create Customer
Create Order
Create Order Note
Create Product
Update Coupon
Update Customer
Update Product
Update Order
List Orders
Delete an Order
Delete a Product
Delete a Customer
Delete a Coupon
Find or Create Coupon
Find or Create Customer
Find or Create Product
Ready to use Apptivo CRM and WooCommerce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Created
Triggers when new order is created.
New Product Created
Triggers when a new product is created.
New Customer Created
Triggers when a new customer is created.
New Coupon Created
Triggers when a new coupon is created.
Product Updated
Triggers when an existing product is updated.
Order Updated
Triggers when a order is updated.
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 WooCommerce accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in WooCommerce (or vice versa).
Absolutely. You can customize how Apptivo CRM data is recorded in WooCommerce. This includes choosing which data fields go into which fields of WooCommerce, setting up custom formats, and filtering out unwanted information.
The data sync between Apptivo CRM and WooCommerce 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 WooCommerce. 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 WooCommerce
WooCommerce is a customizable, open-source eCommerce platform built on WordPress. It is designed to help businesses of all sizes create and manage an online store with ease, offering a wide range of features including product management, payment processing, and shipping options.
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