Apptivo API allows businesses to integrate CRM, invoicing, project management, and other key tools with their existing systems. Automate processes, sync data across platforms, and build custom solutions to enhance productivity and efficiency.
10 executions monthly on Free plan included
Platform supported onplan: 
Make.com
Make.comAvailable Module Types
- All Modules (26)
- Action
- Search
- Universal
- Trigger (polling)
Apptivo API Integration for Make.com
Create custom Apptivo automation workflows by using triggers, actions, and search modules listed below.
Action
Create a Case
Creates a new case in the system.
Action
Create a Contact
Creates a new contact in the system.
Action
Create Customer
Creates a customer in the system.
Action
Create a Lead
Creates a lead in the system with specified details.
Action
Create an Opportunity
Creates an opportunity.
Action
Delete a Case
Deletes a case by removing it from the system.
Action
Delete a Contact
Deletes a contact from the system.
Action
Delete a Customer
Deletes a customer from the system.
Action
Delete a Lead
Deletes a specified lead from the system.
Action
Delete an Opportunity
Deletes an opportunity in the system.
Search
List Cases
Lists all cases.
Search
List Contacts
Lists all contacts.
Search
List Customers
Lists all customers.
Search
List Leads
Lists all leads.
Search
List Opportunities
Lists all opportunities.
Universal
Perform an API Call
Performs an arbitrary authorized API call.
Action
Update a Case
Updates a case with new information or changes existing data within the case.
Action
Update a Contact
Updates a contact's information in the system.
Action
Update a Customer
Updates a customer record with new information.
Action
Update a Lead
Updates a lead with specified details.
Action
Update an Opportunity
Updates an opportunity in the system.
Trigger (polling)
Watch Cases
Triggers when a new case is available.
Trigger (polling)
Watch Contacts
Triggers when new contacts are created or updated.
Trigger (polling)
Watch Customers
Triggers when a new customer is created.
Trigger (polling)
Watch Leads
Triggers when a new lead is created.
Trigger (polling)
Watch Opportunities
Triggers when a new opportunity is created.
Apptivo Automation Use Cases
Explore potential use cases for automations using Apptivo API and utilize our integration modules crafted specifically for such workflows.
2 modules
Automatic Case Follow-up
Set up an automation to immediately update a case with new information when a related customer contact is updated.
Update a Case
Watch Contacts
2 modules
Customer Feedback Integration
Automatically update customer records with feedback data collected from an external platform through an API call.
Update a Customer
Perform an API Call
2 modules
Real-time Contact Updates
Ensure your CRM is always up-to-date by watching for updates to contacts and automatically syncing these changes with the database.
Update a Contact
Watch Contacts
2 modules
Comprehensive Lead Management
Regularly compile a list of all current leads and ensure all information is consistently up-to-date.
Update a Lead
List Leads
1 module
Lead Monitoring and Notification
Automatically send a notification to the sales team whenever a new lead is created, so they can take immediate action.
Watch Leads
1 module
New Opportunity Alert
Trigger an alert to the relevant department whenever a new sales opportunity is identified.
Watch Opportunities
1 module
Opportunities Tracking System
Automatically compile a list of all opportunities and send daily or weekly reports to the sales team.
List Opportunities
1 module
Case Review Workflow
Automatically list and review all new cases on a daily basis to ensure prompt follow-up and resolution.
List Cases
2 modules
Customer Insights Reporting
Compile lists of all contacts and customers periodically for analysis and reporting of demographic trends.
List Contacts
List Customers
Supported Platforms
- Make.com
How to start with Apptivo on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.