Connect Wotnot and Apptivo CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Bot Created
Triggers when a new bot is created.
Do thisActions
Action is the task that follows automatically within your Wotnot integrations.
Search Bots
Search bots.
Create Bot
Creates a new bot.
Fetch Bot Flow
Gets the complete flow configuration of a bot.
Create knowledge base with domain data source
Creates a knowledge base with domain data source.
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 Wotnot and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Wotnot triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Wotnot 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 Wotnot 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 Wotnot 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 Wotnot
It's easy to build bots, but hard to get the desired results. This is where WotNot steps in, providing a done-for-you service. We build a pipeline of qualified leads, automate your support, without increasing headcount with our no-code chatbot platform.
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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