STEP 1
Select Apptivo in workflow
Pick Apptivo app in the workflow builder [4] - just one click to select the app.
Apptivo Integration
All-in-one CRM and business suite for contacts, deals, projects, and invoicing. Turn Apptivo record changes into automated workflows for sales and customer teams. Start with Watch Cases, then connect actions such as List Cases and List Contacts to what happens next.
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Supported triggers and actions for Apptivo integration
Triggers can detect changes in Apptivo and run actions that can create, search or modify data inside Apptivo automatically [3] — exactly how you set them.
- 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.
How to integrate Apptivo in automation workflow?
3 simple steps to make your Apptivo connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Apptivo
When prompted, authorize access to Apptivo in WEXTL once. Apptivo credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Apptivo account. Approve?
STEP 3
Build a workflow
Build your workflow with Apptivo yourself or with WEXTL® AI Builder. Connect Apptivo to any available integrations [5], or use HTTP node to go beyond them.
Apptivo
How Apptivo connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Apptivo app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Apptivo supports.
The following table illustrates what fields Apptivo integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Apptivo is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | In Apptivo and go to Business settings -> API Access. |
Access KeyRequired | password | — |
Connect Apptivo to popular apps on WEXTL
Enter a name of the other app you want to sync with Apptivo below. Click on selected app to explore integration options with Apptivo. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Apptivo integration
Select Watch Cases trigger from Apptivo - this will be a starting point in your automation. Whenever event happens in Apptivo, workflow will start [7] from Watch Cases node.
Search for Delete a Case, connect it as the next step of integration sequence. You can use filters between Watch Cases and Delete a Case, so only important data pass from Watch Cases to the next step. WEXTL gives you full control over the process of Apptivo automation. All parts of workflow are visible on the canvas [4].
Apptivo on WEXTL has 26 modules for combining crm automations. Explore Apptivo documentation for more.
Video slide demonstrates how Watch Cases and Delete a Case [6] nodes are used in Apptivo workflow.
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. Triggers are start points of the workflow, and automations may start from them.
Integration has 21 actions, including "List Cases", "List Contacts", and "List Customers", and more. Refer to our Apptivo Documentation for detailed inputs and outputs.
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 our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Apptivo integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Apptivo official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Apptivo provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Apptivo or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Apptivo inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Apptivo modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Apptivo integration.
- Apptivo integration source code, module specs and credentials implementation.
- Internal Apptivo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Apptivo vendor API documentation — 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.
- WEXTL® Apps Library
- WEXTL® Apptivo App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation