Connect SmartTask and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Task
Task Completion
Task Comment Added
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Ready to use SmartTask and Apptivo CRM automations
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added to the organization.
New Task
Triggers when a new task is added to the project.
Task Completion
Triggers when a task is marked completed.
Task Comment Added
Triggers when a comment is added on task .
Do thisActions
Action is the task that follows automatically within your SmartTask integrations.
List Organizations
Retrieve all the list of organizatons
Create Task
Creates a new task
List User
Retrieve the list of users
List Project
Retrieve list of all projects
Add Comment to Task
Adds a new comment to task
Create Contact
Creates a new contact
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Frequently Asked Questions
To start, connect both your SmartTask and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartTask triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how SmartTask 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 SmartTask 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 SmartTask 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 SmartTask
SmartTask is an online work management tool helping teams streamline their communication and workflows.
Learn MoreAbout 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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