Connect Fakturoid and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Fakturoid
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Enable Integrations or automations with these events of Fakturoid and Apptivo CRM
Enable Integrations or automations with these events of Fakturoid and Apptivo CRM
Actions
Create Invoice
Generates a new invoice in Fakturoid.
Create Subject
Creates a subject in account.
Get Subject
Get an existing subject by id in account.
Update Invoice
Updates a invoice in Fakturoid.
Get Invoice
Get an existing invoice by id in Fakturoid.
Delete Invoice
Delete an existing invoice by id in Fakturoid.
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Frequently Asked Questions
To start, connect both your Fakturoid and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Fakturoid triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Fakturoid data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Fakturoid and Apptivo CRM 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 Fakturoid and Apptivo CRM. 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 Fakturoid
Fakturoid is an online invoicing and accounting platform designed to simplify financial management for small businesses and freelancers. It offers features such as automated invoicing, expense tracking, and financial reporting, making it easier to manage your business finances efficiently.
Learn MoreAbout 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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