Connect VATSense and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for VATSense
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 VATSense and Apptivo CRM
Enable Integrations or automations with these events of VATSense and Apptivo CRM
Actions
Validate VAT number
Check if a VAT number is valid and return its registration details
Convert currency
Convert an amount to a different currency
Get countries
Get the available countries for VAT settings
Get currency conversion rates
Get the latest currency conversion rates.
Create invoice
Create a new invoice with line items, VAT rates, currency, and notes.
Add items to invoice
Add one or more items to an existing invoice.
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your VATSense and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in VATSense triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how VATSense 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 VATSense 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 VATSense 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 VATSense
VATSense is a comprehensive platform designed to streamline and enhance your VAT management processes. With advanced tools for tracking, calculating, and reporting VAT, it ensures compliance and efficiency for businesses of all sizes.
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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