Connect Zoho Backstage and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
New Attendee
New Checkin
New 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 Zoho Backstage and Apptivo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Trigger when new event created.
New Attendee
Triggers when a new attendee is added.
New Checkin
Triggers when an attendee is checked in.
New Order
Trigger when new order is created
Do thisActions
Action is the task that follows automatically within your Zoho Backstage integrations.
Get Attendee Details
Get attendee details by unique id.
Create Offline Order
Creates an order in offline mode
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
List Leads
Fetches configuration data for leads from the Apptivo API
List Customers
Fetches configuration data for customers from the Apptivo API
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Frequently Asked Questions
To start, connect both your Zoho Backstage and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Backstage triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Zoho Backstage 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 Zoho Backstage 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 Zoho Backstage 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 Zoho Backstage
Zoho Backstage is an enterprise event management tool to help you create memorable event experiences.
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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