• Apptivo Automation for Workflows
  Unify your business processes by automating CRM, project management, invoicing, and customer service with Apptivo.

Key Features

• Lead, Opportunity & Project Sync

  • Automatically create or update tasks for new leads, deal stage changes, and project updates.

• Sales, Support & Finance Triggers

  • Trigger workflows based on quote approvals, invoice generation, ticket updates, or task completions for timely follow-ups.

• Custom Alerts

  • Set alerts for high-value deals, overdue invoices, or unresolved support tickets for proactive responses.

• Secure API Automation

  • Manage Apptivo API credentials securely for stable, private, and real-time data access.

• Real-Time Data Flow

  • Keep teams aligned with instant updates from Apptivo, eliminating manual entry and communication gaps.

What You’ll Experience

• Easy, no-code setup within your existing workflow platform.
• Real-time syncing of CRM, billing, and project data.
• Centralized management of credentials and automation rules.
• Enhanced collaboration across departments and client-facing teams.

Why It’s Valuable

• Automate lead management, project workflows, and billing actions.
• Improve customer experience with faster support and follow-ups.
• Align departments with shared, real-time data.
• Maintain a complete audit trail of client and operational activity.

Getting Started

1. Enable Apptivo automation in your platform’s app marketplace.
2. Securely connect your Apptivo account using the guided setup.
3. Configure automation rules based on CRM, billing, or project activity.
4. Access documentation, onboarding tools, or live support if needed.

🔗 Ready to connect every part of your business automatically?
Set up Apptivo automation today and transform processes into productivity. Support available 24/7.