Connect Sanity and Apptivo CRM to Build Intelligent Automations

Choose a Trigger

Sanity

When this happens...

Choose an Action

Apptivo CRM

Automatically do this!

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

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

Actions

Create project

Create project

Create a new project with a display name and optional organization ID

Update Project

Update Project

Modify an existing Sanity project's name, settings, or metadata.

Delete Project

Delete Project

Delete a specific project.

Update Role

Update Role

Update the details of specific role.

Delete Role

Delete Role

Delete a specific role by its id.

List Opportunities

List Opportunities

Fetches configuration data for opportunities from the Apptivo API

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Frequently Asked Questions

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

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

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

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

The data sync between Sanity 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 Sanity 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 Sanity and Apptivo CRM?

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

Sanity

About Sanity

Sanity is a platform for structured content that allows teams to build and manage digital experiences with ease. It provides a flexible and customizable content management system (CMS) that adapts to your needs, enabling seamless collaboration and efficient content delivery.

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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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