Connect Apptivo CRM and Zendesk Support
Integrate Apptivo CRM with Zendesk Support to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Opportunities from Apptivo CRM when New Organization Created or Updated in Zendesk Support
List Cases from Apptivo CRM when New Organization Created or Updated in Zendesk Support
List Leads from Apptivo CRM when New Organization Created or Updated in Zendesk Support
List Customers from Apptivo CRM when New Organization Created or Updated in Zendesk Support
List Contacts from Apptivo CRM when New Organization Created or Updated in Zendesk Support
Popular Apptivo CRM + Zendesk Support 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
Zendesk Support
Automatically do this!
List All Tickets
Add Comment to Ticket
Add Tags to Ticket
Create Or Update Organization
Create or Update Customer
Remove Tags From Ticket
Update Ticket
Create Ticket
Find Latest Ticket Comment
List Ticket Comments
List Agents
Find or List Groups
Delete Customers
List All Organizations
List All Customers
List Opportunities from Apptivo CRM when New Organization Created or Updated in Zendesk Support
Use this flowList Cases from Apptivo CRM when New Organization Created or Updated in Zendesk Support
Use this flowList Leads from Apptivo CRM when New Organization Created or Updated in Zendesk Support
Use this flowList Customers from Apptivo CRM when New Organization Created or Updated in Zendesk Support
Use this flowList Contacts from Apptivo CRM when New Organization Created or Updated in Zendesk Support
Use this flowSearch Leads by Email ID in Apptivo CRM when New Organization Created or Updated in Zendesk Support
Use this flowCreate Contact in Apptivo when New Organization Created or Updated in Zendesk Support
Use this flowList Opportunities from Apptivo CRM when New Customer Created or Updated in Zendesk Support
Use this flowList Cases from Apptivo CRM when New Customer Created or Updated in Zendesk Support
Use this flowList Leads from Apptivo CRM when New Customer Created or Updated in Zendesk Support
Use this flowSupported Triggers & Actions
Everything you can automate between Apptivo CRM and Zendesk Support.
When this happensTriggers
A trigger is an event that starts a workflow.
New Organization Created or Updated
Runs when organization changes
New Customer Created or Updated
Runs when a new user is created in Zendesk Support.
Tag Added To Customer
Runs when tag is added to Customer
New Group Is Created
Runs when new group is created
New Ticket Created or Updated
Runs when an existing Ticket Created or Updated
New View Is Created
Runs when new view 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 Zendesk Support
Zendesk Support is a customer service platform designed to create better customer relationships. It lets businesses offer support, scale with self-service options, and differentiate with proactive engagement.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Apptivo CRM and Zendesk Support 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 Zendesk Support 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 Zendesk Support. No coding required.
Yes. You can set up a workflow where Apptivo CRM triggers actions in Zendesk Support, and a separate workflow where Zendesk Support 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 Zendesk Support. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Apptivo CRM and Zendesk Support integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
