Connect Flokzu and Apptivo CRM to Build Intelligent Automations

Choose a Trigger

Flokzu

When this happens...

Choose an Action

Apptivo CRM

Automatically do this!

Enable Integrations or automations with these events of Flokzu and Apptivo CRM

Enable Integrations or automations with these events of Flokzu and Apptivo CRM

Actions

Get User Role

Get User Role

Get User Role

List Opportunities

List Opportunities

Fetches configuration data for opportunities from the Apptivo API

List Cases

List Cases

Fetches configuration data for cases from the Apptivo API

List Leads

List Leads

Fetches configuration data for leads from the Apptivo API

List Customers

List Customers

Fetches configuration data for customers from the Apptivo API

List Contacts

List Contacts

Return all the contacts configuration data with JSON format

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Frequently Asked Questions

How do I start an integration between Flokzu and Apptivo CRM?

To start, connect both your Flokzu and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Flokzu triggers actions in Apptivo CRM (or vice versa).

Can we customize how data from Flokzu is recorded in Apptivo CRM?

Absolutely. You can customize how Flokzu 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.

How often does the data sync between Flokzu and Apptivo CRM?

The data sync between Flokzu and Apptivo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Flokzu to Apptivo CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Flokzu and Apptivo CRM?

Yes, you can set conditional logic to control the flow of data between Flokzu 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.

Flokzu

About Flokzu

Flokzu is a cloud-based workflow automation software that allows businesses to design, run, and optimize their processes without the need for coding. It provides a platform for creating custom workflows, automating repetitive tasks, and improving team collaboration. With Flokzu, organizations can streamline their operations, enhance productivity, and ensure compliance with business rules.

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Apptivo CRM

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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