Connect Chatrace and Apptivo CRM
Integrate Chatrace with Apptivo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Supported Triggers & Actions
Everything you can automate between Chatrace and Apptivo CRM.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Chatrace integrations.
Create Custom Fields
Create's a custom fields
Create Contact
Create a contact.
Find Contact By Id
Retrieve a contact detail's by id.
Create Tag
create a tag.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
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 Chatrace
Chatrace is a dynamic platform designed to enhance team communication and collaboration. It offers seamless chat functionalities, enabling teams to stay connected and productive.
Learn moreSimilar apps
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Chatrace and Apptivo CRM 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 Chatrace and Apptivo CRM 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 Apptivo CRM. No coding required.
Yes. You can set up a workflow where Chatrace triggers actions in Apptivo CRM, and a separate workflow where Apptivo CRM triggers actions in Chatrace. 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 Chatrace and Apptivo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Chatrace and Apptivo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
