Connect Streamtime and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Streamtime
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Enable Integrations or automations with these events of Streamtime and Apptivo CRM
Enable Integrations or automations with these events of Streamtime and Apptivo CRM
Actions
Create Personal ToDo
Creates a new Personal To-Do record in the system.
Create Job Comment
Adds a comment to a job.
Create Job
Creates a new Job in the system.
Create Label
Add a label to a Job,Quote,Invoice,Logged Expense,Company,Contact and User.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
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Frequently Asked Questions
To start, connect both your Streamtime and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Streamtime triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Streamtime 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 Streamtime 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 Streamtime 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 Streamtime
Streamtime is a project management and time tracking tool designed for creative teams. It helps streamline workflows, manage tasks, and track time efficiently, making it ideal for agencies and creative professionals.
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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