All-in-one CRM and business suite for contacts, deals, projects, and invoicing. Connect Apptivo to AI agents, automate workflows, and scale with confidence.
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.
Apptivo 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
Everything you need to know about connecting Apptivo to your workflows.