Connect Veeqo and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product
New Customer
New Shipped Order
New Incomplete Purchase Order
New Ready to Ship Order
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 Veeqo and Apptivo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product
Triggers when a new product is added to the inventory.
New Customer
Triggers when a new customer profile is created.
New Shipped Order
Trigger when an order is shipped.
New Incomplete Purchase Order
Triggers when a new incomplete Purchase Order is created.
New Ready to Ship Order
Triggers when a new order is created with the status of "Ready to Ship".
Do thisActions
Action is the task that follows automatically within your Veeqo integrations.
Create a Customer
Add a new customer in Veeqo using email, contact info, customer type, and optional billing address.
Get Order Details
Get details of an existing order
Find Customer
Find an existing customer.
Create a New Product
Creates a new product.
Find Product
Get all the details of the product .
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
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Frequently Asked Questions
To start, connect both your Veeqo and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Veeqo triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Veeqo 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 Veeqo 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 Veeqo 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 Veeqo
Veeqo is a powerful inventory and order management software designed to help retailers streamline their operations. It integrates with various sales channels, shipping carriers, and accounting software to provide a unified platform for managing stock, orders, and deliveries.
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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