Connect TimeOps and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New User
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 TimeOps and Apptivo CRM automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd 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 Project
Triggers when new project is created.
New User
Triggers when new user will be created.
Do thisActions
Action is the task that follows automatically within your TimeOps integrations.
Create Customer
Creates a customer.
Create Project
Creates a Project.
Create Registration
Creates a new registration.
Start Timer
Starts the timer by creating a new registration.
Stop Timer
Stop the currently running timer.
List Customers
list all the customers.
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Frequently Asked Questions
To start, connect both your TimeOps and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TimeOps triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how TimeOps 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 TimeOps 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 TimeOps 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 TimeOps
TimeOps is a comprehensive platform designed to streamline and optimize time management and tracking for businesses and individuals. It offers tools for scheduling, tracking work hours, and analyzing productivity, making it an essential tool for efficient time management.
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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