Connect PostgreSQL and Apptivo CRM to Build Intelligent Automations
Ready to use PostgreSQL and Apptivo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Postgresql (mutiple table)
Get all the data, which was updated in last 15 min, from all the table provided.
Do thisActions
Action is the task that follows automatically within your PostgreSQL integrations.
Execute a Query (advanced)
You can select, create, update or delete row(s) of table via custom SQL query.
Insert row
Adds a new row into the table.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
List Leads
Fetches configuration data for leads from the Apptivo API
List Customers
Fetches configuration data for customers from the Apptivo API
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Frequently Asked Questions
To start, connect both your PostgreSQL and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PostgreSQL triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how PostgreSQL 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 PostgreSQL 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 PostgreSQL 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 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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