Connect Gtwy and Apptivo CRM to Build Intelligent Automations

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Gtwy

When this happens...

Choose an Action

Apptivo CRM

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Ready to use Gtwy and Apptivo CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Error Alert

Error Alert

Send an alert when an error occurs for one or more selected bridges.

Missing Variable Alert

Missing Variable Alert

Send an alert for selected bridges when required variables are missing, prompting you to correct the configuration.

retry alert is created

retry alert is created

runs when retry alert is created

New Broadcast Response

New Broadcast Response

Runs when new broadcast response is created.

Request a new Trigger for Gtwy

Do thisActions

Action is the task that follows automatically within your Gtwy integrations.

Talk to AI

Talk to AI

Give prompt to the selected AI agent and receive its reply.

Send Message to AI Agent

Send Message to AI Agent

Send a message to the selected AI agent and receive its reply.

Setup wehook for alert

Setup wehook for alert

You can setup your webhook to get alert notifications.

Send Batch Chat Messages

Send Batch Chat Messages

Send a batch of chat messages to GTWY AI and get responses asynchronously.

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

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Gtwy 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 Gtwy and Apptivo CRM?

The data sync between Gtwy 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 Gtwy 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 Gtwy and Apptivo CRM?

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

Gtwy

About Gtwy

AI Middleware is a platform designed to facilitate seamless integration and interaction between artificial intelligence systems and other software applications. It acts as an intermediary layer that simplifies the communication and data exchange processes, enabling developers to build more efficient and scalable AI-driven solutions.

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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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