Connect ikas and Apptivo CRM to Build Intelligent Automations

Choose a Trigger

ikas

When this happens...

Choose an Action

Apptivo CRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Order

New Order

Trigger's when new order is created.

New Product

New Product

Trigger's when new product is created.

New Customer

New Customer

Trigger's when new customer is created.

Order Updated

Order Updated

Triggered when an existing order is updated in Ikas; provides the updated order details.

Request a new Trigger for ikas

Do thisActions

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

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

Search Leads by Email ID

Search Leads by Email ID

This method used to get the number of leads in Apptivo based on the email address.

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Frequently Asked Questions

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

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

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

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

The data sync between ikas 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 ikas 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 ikas and Apptivo CRM?

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

ikas

About ikas

Ikas is a comprehensive eCommerce platform designed to streamline online store management, offering tools for inventory, order processing, and customer engagement.

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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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