Connect Truffle AI and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Truffle AI
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 Truffle AI and Apptivo CRM
Enable Integrations or automations with these events of Truffle AI and Apptivo CRM
Actions
List Agents
Retrieve a list of all agents
Get Agent Details by ID
Retrieve details of a specific agent by ID
Create Agent
Creates a new AI agent
Run Agent
Execute an agent with provided input
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
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
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Truffle AI and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Truffle AI triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Truffle AI 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 Truffle AI 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 Truffle AI 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 Truffle AI
Truffle AI is a cutting-edge platform that leverages artificial intelligence to provide advanced analytics and insights for businesses. It helps organizations make data-driven decisions by analyzing large datasets and offering predictive analytics. With Truffle AI, users can optimize their operations, enhance customer experiences, and drive growth through intelligent data interpretation.
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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