Connect Mini Course Generator and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Learner
Course Collection Completed
Course Completed
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Ready to use Mini Course Generator and Apptivo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Learner
Triggers when a new learner is added to a collection.
Course Collection Completed
Triggers when a user completes a course collection.
Course Completed
Triggers when a user completes a course.
Do thisActions
Action is the task that follows automatically within your Mini Course Generator integrations.
List Course Collection
List course collections.
List Course
List course
Add Learner
Adds a learner to your course or collection.
Remove Learner
Removes a learner from the selected course collections.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
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Frequently Asked Questions
To start, connect both your Mini Course Generator and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Mini Course Generator triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Mini Course Generator 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 Mini Course Generator 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 Mini Course Generator 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 Mini Course Generator
Easily create & sell courses with Mini Course Generator. Ideal for educators & creators seeking automated ways to boost learner engagement.
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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