
When this happens...

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 Ganttic and Apptivo CRM
Retrieves the list of all users
Creates a new task.
Creates a new resource.
Creates a new project.
Gets a list of your projects, with an option to filter by project title.
Retrieves the list of all resources
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To start, connect both your Ganttic and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Ganttic triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Ganttic 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 Ganttic 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 Ganttic 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.
Ganttic is an online resource planning software, that you can use for managing project portfolios while planning resources with maximum efficiency. You can create clear and comprehensive visual plans that give you an instant overview of all your resources and projects.
Learn MoreApptivo 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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