STEP 1
Connect Apollo 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.
Apollo and Apptivo Integration
Connect Apollo 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Apollo and Apptivo
Detailed info you need to know about Apollo and Apptivo integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apollo to Apptivo
Set up your Apollo and Apptivo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apollo 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 Apollo and Apptivo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apollo and Apptivo work in WEXTL?
WEXTL exposes actions and triggers for Apollo 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 triggersApollo 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.
Apollo modules
- Activate SequenceActivates a sequence so it can send.
- Add Contacts to SequenceEnrolls contacts in a sequence.
- Add Records to ListAdds records to one or more lists.
- Archive SequenceArchives a sequence.
- Bulk Create AccountsCreates many accounts in one request.
- Bulk Create ContactsCreates many contacts in one request.
- Bulk Create TasksCreates many tasks in one request.
- Bulk Update AccountsUpdates many accounts in one request.
- Bulk Update ContactsUpdates many contacts in one request.
- Check Email Send StatusReturns the send status of an outreach email.
- Check Email StatsReturns activity stats for an outreach email.
- Complete TaskMarks a task as completed.
- Create AccountCreates a new account.
- Create ContactCreates a new contact.
- Create DealCreates a new deal.
- Create Email DraftCreates a draft outreach email.
- Create ListCreates a new list.
- Create SequenceCreates a new sequence.
- Create TaskCreates a new task.
- Deactivate SequenceDeactivates a running sequence.
- Get AccountReturns a single account by ID.
- Get ContactReturns a single contact by ID.
- Get Contact Sequence ActivityReturns sequence activity for a contact.
- Get Current UserReturns the profile for the authenticated user.
- Get DealReturns a single deal by ID.
- Get Email ContentReturns the content of an outreach email.
- Get TaskReturns a single task by ID.
- List Account StagesRetrieves account stages for the workspace.
- List Contact StagesRetrieves contact stages for the workspace.
- List Deal StagesRetrieves deal stages for the workspace.
- List DealsRetrieves deals in the workspace.
- List Email AccountsRetrieves connected email accounts.
- List Email SchedulesRetrieves email schedules for sequences.
- List ListsRetrieves lists in the workspace.
- List NotesRetrieves notes linked to CRM records.
- List UsersRetrieves users in the workspace.
- Make an API CallPerforms an arbitrary authorized API call.
- Remove Records from ListRemoves records from one or more lists.
- Search AccountsRetrieves accounts that match the search filters.
- Search ContactsRetrieves contacts that match the search filters.
- Search Outreach EmailsRetrieves outreach emails that match the filters.
- Search SequencesRetrieves sequences that match the search filters.
- Search TasksRetrieves tasks that match the search filters.
- Send Email NowSends an outreach email immediately.
- Skip TaskMarks a task as skipped.
- Update AccountUpdates an existing account.
- Update Account OwnerUpdates the owner for multiple accounts.
- Update ContactUpdates an existing contact.
- Update Contact OwnerUpdates the owner for multiple contacts.
- Update Contact Sequence StatusUpdates enrollment status for contacts in sequences.
Frequently asked questions
Common questions about connecting Apollo and Apptivo.
Connect your Apollo 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 "Activate Sequence" in Apollo. Apollo has 55 actions (including Activate Sequence, Add Contacts to Sequence, and Add Records to List); 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. Apollo-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 Apollo (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 Apollo + 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 Apollo and Apptivo integration.
- Apollo and Apptivo integration source code, module specs and credentials implementation.
- Our Apollo and Apptivo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apollo 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.
- Apollo integration information
- Apptivo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library