Connect Parallel and Apptivo CRM
Integrate Parallel with Apptivo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Opportunities from Apptivo CRM when New Parallel in Parallel
List Cases from Apptivo CRM when New Parallel in Parallel
List Contacts from Apptivo CRM when New Parallel in Parallel
Create Contact in Apptivo when New Parallel in Parallel
List Opportunities from Apptivo CRM when Petition Complete in Parallel
Popular Parallel + Apptivo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Parallel
When this happens...
New Parallel
Petition Complete
New Comment Posted
Comment Deleted
A user sent a message
Profile Created
Profile Closed
Profile Associated with Parallel
Profile Disassociated with Parallel
Profile Reopened
Message Scheduled
Profile Relationship Created
Profile Relationship Removed
Profile Updated
Template Used
Parallel Tagged
Parallel Untagged
Delete Scheduled Message
Petition Cloned
Profile Scheduled For Deletion
Signature Started
Signature Canceled
Signature Delivered
Signature Opened
Signature Completed
Signature reminder
Reply Created
Reply Updated
Reply Status Changed
Reply Deleted
Choose an action
Apptivo CRM
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
List Opportunities from Apptivo CRM when New Parallel in Parallel
Use this flowList Cases from Apptivo CRM when New Parallel in Parallel
Use this flowList Contacts from Apptivo CRM when New Parallel in Parallel
Use this flowCreate Contact in Apptivo when New Parallel in Parallel
Use this flowList Opportunities from Apptivo CRM when Petition Complete in Parallel
Use this flowList Cases from Apptivo CRM when Petition Complete in Parallel
Use this flowList Leads from Apptivo CRM when Petition Complete in Parallel
Use this flowList Customers from Apptivo CRM when Petition Complete in Parallel
Use this flowList Contacts from Apptivo CRM when Petition Complete in Parallel
Use this flowList Cases from Apptivo CRM when New Comment Posted in Parallel
Use this flowSupported Triggers & Actions
Everything you can automate between Parallel and Apptivo CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Parallel
Triggers when new parallels is created.
Petition Complete
Triggers when new parallels or petition is completed.
New Comment Posted
Triggers when new comment posted .
Comment Deleted
Triggers when a comment is deleted .
A user sent a message
when a user sends a message or reply inside a Parallel form or conversation.
Profile Created
Triggers when new profile is created.
Do thisActions
Action is the task that follows automatically within your Parallel integrations.
Comment on a Parallel
Send a comment or a note within a parallel.
Tag a Parallel
Tag a parallel with specified tag.
Create Parallel
Creates a parallel.
Rename Parallel
Rename a Parallel.
Find Parallel
Find an existing parallel.
Delete Parallel
Delete an existing petition.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Parallel
Parallel is a platform designed to streamline and enhance project management and team collaboration. It offers tools and features that facilitate efficient task management, communication, and workflow automation, making it ideal for teams looking to improve productivity and project outcomes.
Learn moreSimilar apps
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Parallel and Apptivo CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Parallel and Apptivo CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Apptivo CRM. No coding required.
Yes. You can set up a workflow where Parallel triggers actions in Apptivo CRM, and a separate workflow where Apptivo CRM triggers actions in Parallel. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Parallel and Apptivo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Parallel and Apptivo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
