Connect Onfleet and Apptivo CRM to Build Intelligent Automations

Choose a Trigger

Onfleet

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.

Task Created

Task Created

Triggers when an Onfleet task is created.

Request a new Trigger for Onfleet

Do thisActions

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

Create Task

Create Task

Creates a pickup or dropoff task.

List  Administrators

List Administrators

Get all the administrators

Delete Task

Delete Task

Delete a active task

Clone Task

Clone Task

Clones a existing task

List  Workers

List Workers

Returns a collection of all workers in your organization.

Get Workers by Location

Get Workers by Location

You may provide a coordinate pair along with a radius to get a list of workers who are currently within a certain target area.

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Frequently Asked Questions

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

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

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

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

The data sync between Onfleet 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 Onfleet 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 Onfleet and Apptivo CRM?

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

Onfleet

About Onfleet

Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.

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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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