STEP 1
Connect Agile CRM and Apptivo
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Agile CRM and Apptivo Integration
Connect Agile CRM and Apptivo to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Agile CRM and Apptivo
Detailed info you need to know about Agile CRM and Apptivo integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Agile CRM to Apptivo
Set up your Agile CRM and Apptivo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agile CRM and Apptivo nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Agile CRM and Apptivo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agile CRM and Apptivo work in WEXTL?
WEXTL exposes actions and triggers for Agile CRM and Apptivo that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Apptivo triggersAgile CRM actions
Apptivo modules
- Create a CaseCreates a new case in the system.
- Create a ContactCreates a new contact in the system.
- Create a LeadCreates a lead in the system with specified details.
- Create an OpportunityCreates an Opportunity.
- Create CustomerCreates a customer in the system.
- Delete a CaseDeletes a case by removing it from the system.
- Delete a ContactDeletes a contact from the system.
- Delete a CustomerDeletes a customer from the system.
- Delete a LeadDeletes a specified lead from the system.
- Delete an OpportunityDeletes an opportunity in the system.
- List CasesRetrieves a list of cases.
- List ContactsRetrieves a list of contacts.
- List CustomersRetrieves a list of customers.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunities.
- Perform an API CallPerforms an arbitrary authorized API call.
- Update a CaseUpdates a case with new information or changes existing data within the case.
- Update a ContactUpdates a contact's information in the system.
- Update a CustomerUpdates a customer record with new information.
- Update a LeadUpdates a lead with specified details.
- Update an OpportunityUpdates an opportunity in the system.
- Watch CasesTriggers when a new case is available.
- Watch ContactsTriggers when new contacts are created or updated.
- Watch CustomersTriggers when a new customer is created.
- Watch LeadsTriggers when a new lead is created.
- Watch OpportunitiesTriggers when a new opportunity is created.
Agile CRM modules
- Create CompanyCreates a new company.
- Create ContactCreates a new contact.
- Create DealCreates a new deal.
- Delete CompanyDeletes a company.
- Delete ContactDeletes a contact.
- Delete DealDeletes a deal.
- Get CompanyReturns a single company by ID.
- Get ContactReturns a single contact by ID.
- Get DealReturns a single deal by ID.
- List CompaniesRetrieves a paginated list of companies.
- List ContactsRetrieves a paginated list of contacts.
- List DealsRetrieves a paginated list of deals.
- Make an API CallPerforms an arbitrary authorized API call.
- Update CompanyPartially updates a company.
- Update ContactPartially updates a contact.
- Update DealPartially updates a deal.
Frequently asked questions
Common questions about connecting Agile CRM and Apptivo.
Connect your Agile CRM and Apptivo accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Apptivo's "Watch Cases" fires, WEXTL can "Create Company" in Agile CRM. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); Apptivo has 21 actions (including Create a Case, Create a Contact, and Create a Lead). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Agile CRM-to-Apptivo automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Agile CRM (or Apptivo) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Agile CRM + Apptivo automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Agile CRM and Apptivo integration.
- Agile CRM and Apptivo integration source code, module specs and credentials implementation.
- Our Agile CRM and Apptivo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agile CRM and Apptivo — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Agile CRM integration information
- Apptivo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library