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Integrations SmartRoutes Apptivo CRM
SmartRoutes + Apptivo CRM

Connect SmartRoutes and Apptivo CRM to Build Intelligent Automations

Choose a Trigger

SmartRoutes

When this happens...

Choose an Action

Apptivo CRM

Automatically do this!

Ready to use SmartRoutes and Apptivo CRM automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

trigger
app icon
app icon
app icon
app icon
app icon
app icon
app icon
When
Default app icon
Google Sheets
Runs Every 15 Minutes
Do
IF
    • Instagram
      Workflow step icon
      Instagram Caption
      Workflow step icon
      Generate Image
      Workflow step icon
      Publish Photo with Tagging
      Add Step
    • Youtube
      Workflow step icon
      Youtube Video Script
      Workflow step icon
      Youtube Description Video
      Workflow step icon
      Create an Avatar Video
      Workflow step icon
      Delay
      Workflow step icon
      Retrieve Shareable Link for a Video1
      Workflow step icon
      Upload Video
      Add Step
    • Twitter
      Workflow step icon
      Twitter Tweet
      Workflow step icon
      Post a Tweet
      Add Step
    • Linkedin
      Workflow step icon
      Linkedin Article
      Workflow step icon
      Create a linkedin Article or URL post
      Add Step
Continue from here
cmnt9r1ZY8HG
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Order Created

New Order Created

Triggers when a new order is created.

Request a new Trigger for SmartRoutes

Do thisActions

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

Create a Order

Create a Order

Creates a new order.

Get Customer by ID

Get Customer by ID

Here you will get costumer details.

Update Customer by ID

Update Customer by ID

Can update customer details.

Get All Vehicles

Get All Vehicles

Here you will get all vehicle details.

Delete Orders by Order Number

Delete Orders by Order Number

The order will be deleted by providing order id.

Get Orders

Get Orders

To get all orders.

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

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

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

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

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

The data sync between SmartRoutes 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 SmartRoutes 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 SmartRoutes and Apptivo CRM?

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

SmartRoutes

About SmartRoutes

SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.

Time Tracking SoftwareScheduling and Booking
Learn More
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.

CRM (Customer Relationship Management)Sales & CRM
Learn More

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