Apptivo by Maxmel Tech

apptivo is an integrated business management platform offering crm, help desk, field service, and campaign tools integrating with make com enables automated workflows across business processes, improving efficiency and connectivity between apptivo and other apps 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 https //www apptivo com/contact us/ 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 account and obtain an api key and access key, https //apptivo com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/apptivo community/ 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 retrieve your api key and access key from your business settings login to your apptivo account navigate to business settings 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 a new key 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 or requests from start to finish create a contact adds a brand new contact to your account, saving their details in the system for easy access and future use create a lead adds a new lead to the system using the details you provide, helping you keep track of potential customers or contacts create an opportunity adds a new opportunity to your system, allowing you to track and manage potential sales or deals delete a case permanently removes a selected case from the system, ensuring it is no longer accessible or stored 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 specific lead from your system, ensuring that all associated information for that lead is deleted delete an opportunity permanently removes a selected opportunity from the system, ensuring it is no longer available or visible in your records 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 and displays a complete list of all your customers, allowing you to view their details in one place list leads retrieves a complete list of all leads from your account, allowing you to view and manage every lead in one place list opportunities retrieves a complete list of all available opportunities, allowing you to view and manage them in one place perform an api call allows you to make a custom api request to the service using your authorized account, giving you flexibility to access features or endpoints not covered by the standard modules update a case updates an existing case by adding new details or modifying its current information, helping you keep your case records accurate and up to date update a contact allows you to update and modify 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 accurate and up to date update a lead updates an existing lead by modifying its information 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 associated contacts watch cases triggers whenever a new case is created, allowing you to automatically start workflows or actions as soon as a new case appears watch contacts triggers whenever a new contact is added or when details of an existing contact are updated, allowing you to automatically respond to changes in your contact list watch customers triggers whenever a new customer profile is added to your account, allowing you to automatically start workflows whenever someone signs up or is registered as a customer watch leads triggers whenever a brand new lead is added to your system, allowing you to automatically start workflows or follow up actions 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 in response to each new opportunity created templates you can look for more templates in https //www make com/en/templates , 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 https //apptivo com https //www apptivo com/user manual/documentation/ https //www apptivo com/api reference/ https //www make com/en/integrations/apptivo community