Integrate Apptivo with 1000+ apps and services

Turn Apptivo into an automation powerhouse with Xapplets. Effortlessly connect it to Crm apps and over 1000 other services to build scalable and flexible workflows through a building experience that feels natural and intuitive.

Documentation

Learn more about Apptivo Integration workflow in the Documentation

Get
Get a case
Create
Create a case
Update
Update a case
Searchbyemail
Get a lead
Delete
Create a lead
Advancedcustomers
Update a lead
Globalcustomers
Searchbyemail a lead
GetMany
Get a customer
Contact
Create a customer
Search
Update a customer
Create a case
Create a new case
Update a case
Update an existing case
Create a lead
Create a new lead
Update a lead
Update an existing lead
Searchbyemail a lead
Searchbyemail a lead
Create a customer
Create a new customer
Update a customer
Update an existing customer
Advancedcustomers a customer
Advancedcustomers a customer
Globalcustomers a customer
Globalcustomers a customer
Contact a contact
Contact a contact
Update a contact
Update an existing contact
Search a contact
Search a contact
Create a opportunitie
Create a new opportunitie
Update a opportunitie
Update an existing opportunitie
Search a opportunitie
Search a opportunitie

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Have More Questions?

We respond quickly and clear all your questions

To use Apptivo integration in xapplets start by adding the Apptivo node to your workflow. You’ll need to authenticate your Apptivo account using supported authentication methods. Once connected you can choose from the list of supported actions or make custom API calls via the HTTP Request node. Be sure to follow the prompts to configure the node settings according to your automation needs. Finally don’t forget to test your workflow to ensure everything is functioning as expected.

Yes you will typically need an API key token or similar credentials to add Apptivo integration to xapplets. These can usually be found in your account settings for the service. Ensure that your credentials have the necessary permissions to access and manage the data or actions you want to automate within your workflows.

Definitely! xapplets enables you to create workflows that combine Apptivo with other apps and services. For instance you can automate tasks like sending emails when a new lead is added to your CRM or organizing incoming messages based on specific triggers. This integration enhances productivity by streamlining your processes across different applications. Just set up the proper triggers and actions in xapplets to get started!