Connect RotaCloud and Apptivo CRM to Build Intelligent Automations

Choose a Trigger

RotaCloud

When this happens...

Choose an Action

Apptivo CRM

Automatically do this!

Enable Integrations or automations with these events of RotaCloud and Apptivo CRM

Enable Integrations or automations with these events of RotaCloud and Apptivo CRM

Actions

Update User

Update User

Update an existing user by user id

Delete a User

Delete a User

Delete an existing user by user id

Create Shift

Create Shift

Creates a shift within RotaCloud.

Create Role

Create Role

Creates a role within RotaCloud.

Create Location

Create Location

Creates a location within RotaCloud.

Create Leave

Create Leave

Creates leave within RotaCloud.

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Frequently Asked Questions

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

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

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

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

The data sync between RotaCloud 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 RotaCloud 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 RotaCloud and Apptivo CRM?

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

RotaCloud

About RotaCloud

Automate and streamline your staff scheduling and time management with RotaCloud integration.

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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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