Apptivo by Maxmel Tech

apptivo offers integrated business management software covering crm, help desk, field service, and more integrating apptivo with make com enables users to automate and streamline multi app workflows, enhancing productivity and operational efficiency across business processes this is ai generated content based on official apptivo documentation the content may still contain errors—please verify important information if you have questions, contact apptivo directly how to get support on apptivo apptivo is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=apptivo\&app slug=apptivo community\&app unique id=apptivo 26ree1 requirements to use the apptivo app in make, you must have a premium or ultimate plan an active account and obtain an api key and access key, create your account on apptivo app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect apptivo and {{product name}} to get started, you must first create a connection between apptivo and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to obtain your api key and access key from your business settings login to your apptivo account navigate to the business settings section select api access from the left navigation panel on the api access page, locate your api key and access key on the right side if needed, use the regenerate button to generate new keys some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=apptivo\&app slug=apptivo community\&app unique id=apptivo 26ree1 create the connection in {{product name}} log in in your make account , add the apptivo module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your apptivo or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page apptivo modules after connecting to the apptivo app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create customer adds a new customer to your account, storing their details in the system for future use create a case creates a brand new case in your system, allowing you to track and manage individual issues, requests, or incidents from start to finish create a contact adds a brand new contact to your account, allowing you to store and manage their details within the system create a lead adds a new lead to the system using the information you provide, helping you keep track of potential customers create an opportunity adds a new opportunity to your system, allowing you to track and manage potential sales or deals delete a case permanently deletes a selected case from the system, ensuring it is completely removed from your records delete a contact permanently removes a selected contact from your system, ensuring that all their information is deleted delete a customer permanently removes a selected customer and all their associated information from the system delete a lead permanently removes a selected lead from your system, ensuring that all information related to that lead is deleted delete an opportunity permanently removes a selected opportunity from the system, ensuring it is no longer available or tracked list cases retrieves a complete list of all cases, allowing you to view and manage every case in your system list contacts retrieves and displays a complete list of all your contacts, allowing you to view their details in one place list customers retrieves a complete list of all customers in your account, allowing you to view their details and manage your customer database more efficiently list leads retrieves and displays a complete list of all your leads, allowing you to view and manage them easily list opportunities retrieves and displays a complete list of all available opportunities, allowing you to view and manage them easily perform an api call allows you to make a custom api request to the service using your authorized connection, so you can access features or data not covered by the standard modules update a case updates an existing case by adding new details or modifying the current information stored in the case update a contact this module allows you to update the details of an existing contact in your system, ensuring their information stays current and accurate update a customer updates an existing customer’s details with the latest information you provide, ensuring their record stays current update a lead updates the information of an existing lead with the details you provide update an opportunity updates the details of an existing opportunity in your system, allowing you to modify information such as status, value, or other relevant fields watch cases triggers when a new case is created and becomes available, allowing you to automatically start workflows or actions whenever a new case is added watch contacts this module activates whenever a new contact is added or an existing contact’s information is updated, allowing you to automatically respond to changes in your contact list watch customers triggers whenever a new customer profile is added to your system, allowing you to automatically start workflows or actions whenever a new customer signs up watch leads triggers whenever a brand new lead is added to your system, allowing you to automatically start workflows or take action as soon as a potential customer expresses interest watch opportunities triggers whenever a brand new opportunity is added to your system, allowing you to automatically kick off workflows or actions whenever a new sales lead or business opportunity is created templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} apptivo resources you can have access to more resources related to this app on the following links apptivo website apptivo documentation apptivo api documentation apptivo page on make