What actions can I run in Apptivo?

21 actions are available, including "List Cases", "List Contacts", and "List Customers", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Apptivo Integrations

All-in-one CRM and business suite for contacts, deals, projects, and invoicing. When Apptivo records change, notify teams, update sheets, or kick off follow-ups.

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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.
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.
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.
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.

When to use Apptivo

Common scenarios where Apptivo automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Cases" fires in Apptivo — start multi-step automations without polling or manual checks.
Automate "List Contacts" in Apptivo as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Watch Customers" from Apptivo with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Apptivo to WEXTL®

Field	Type	Help
API KeyRequired	password	In Apptivo and go to Business settings -> API Access.
Access KeyRequired	password	—

Use in workflow automation

Start from Apptivo’s Watch Cases trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete a Case as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 26 ready-made steps for CRM work, and every run records what went in and what came back.

Apptivo workflow on the canvas: Watch Cases then Delete a Case

Frequently asked questions

Common questions about automating Apptivo in your workflows.

Apptivo has 5 triggers, including "Watch Cases", "Watch Contacts", and "Watch Customers", and more. Use them to start workflows the moment Apptivo events fire — no polling required.

Field

Type

Help

API KeyRequired

password

In Apptivo and go to Business settings -> API Access.

Access KeyRequired

password

—

Use in workflow automation

Start from Apptivo’s Watch Cases trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete a Case as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 26 ready-made steps for CRM work, and every run records what went in and what came back.

Apptivo Integrations

When to use Apptivo

How to connect

Use in workflow automation

Frequently asked questions

Apptivo Integrations

When to use Apptivo

How to connect

Connect Apptivo to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Apptivo to any app in workflows

Connect Apptivo to any app in workflows

Connect Apptivo to any app in workflows

Apptivo Integrations

Apptivo triggers and actions

When to use Apptivo

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Apptivo support?

What actions can I run in Apptivo?

Do I need to write code to automate this?

Is the integration secure?

Apptivo Integrations

Apptivo triggers and actions

When to use Apptivo

How to connect

Connect Apptivo to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Apptivo support?

What actions can I run in Apptivo?

Do I need to write code to automate this?

Is the integration secure?

Connect Apptivo to any app in workflows

Connect Apptivo to any app in workflows

Connect Apptivo to any app in workflows