Enable Integrations or automations with these events of Writer and Apptivo CRM
Sends a prompt to Writer and generate a completion.
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Fetches configuration data for opportunities from the Apptivo API
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Writer and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Writer triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Writer 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 Writer 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 Writer 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.
Writer is a generative AI platform built for the needs of companies and teams.
Learn MoreApptivo 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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