Requirements
Connecting Apptivo takes an active account plus an API access token from your account settings — no other setup is required.[3]
Get your Apptivo credentials
- API KeypasswordRequired
In Apptivo and go to Business settings -> API Access.
[1] - Access KeypasswordRequired
Connect Apptivo in WEXTL
- Log in to your WEXTL account, add the Apptivo node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Apptivo account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Apptivo node modules
The list below is a reference of every Apptivo node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any Apptivo node module below to see exactly what it takes in, what it returns, and what connection it needs.
Watch CasesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Case ID | number |
| Object ID | number |
| Case Number | text |
| Case Status | text |
| Case Status ID | number |
| Case Type | text |
| Case Type ID | number |
| Case Priority | text |
| Case Priority ID | number |
| Assigned Object Ref Name | text |
| Assigned Object Ref ID | number |
| Assigned Object ID | number |
| Case Summary | text |
| Description | text |
| Case Customer | text |
| Case Customer ID | number |
| Need By Date | text |
| Case Email | text |
| Deleted | number |
29other output fields
Watch ContactsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Contact ID | number |
| First Name | text |
| Last Name | text |
| Full Name | text |
| Job Title | text |
| Account Name | text |
| Customer Number | text |
| Assignee Object Ref ID | number |
| Assignee Object Ref Name | text |
| Assignee Object ID | number |
| Description | text |
| Face Book URL | text |
| Linked In URL | text |
| Twitter URL | text |
| Market Name | text |
| Segment Name | text |
| Skype Name | text |
| Industry Name | text |
| Supplier Name | text |
41other output fields
Watch CustomersTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Object ID | number |
| Customer ID | number |
| Customer Number | text |
| Customer Name | text |
| Customer Name Not Analysed | text |
| Customer Category | text |
| Assignee Object Ref Name | text |
| Assignee Object Ref ID | number |
| Assignee Object ID | number |
| Skype Name | text |
| Description | text |
| Parent Customer Name | text |
| Employee Range | text |
| Website | text |
| Ticker Symbol | text |
| Campaign Name | text |
| Credit Rating | text |
| Market Name | text |
| Segment Name | text |
43other output fields
Watch LeadsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Object ID | number |
| Lead ID | number |
| Last Name | text |
| Full Name | text |
| Lead Status | text |
| Lead Status Meaning | text |
| Lead Source | text |
| Lead Source Meaning | text |
| Way To Contact | text |
| Easy Way To Contact | text |
| Assignee Object Ref ID | number |
| Assignee Object Ref Name | text |
| Assignee Object ID | number |
| Referred By ID | number |
| Referred By Name | text |
| Description | text |
| Potential Amount | number |
| Segment Name | text |
| Object Status | text |
25other output fields
Watch OpportunitiesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Opportunity ID | number |
| Opportunity Name | text |
| Opportunity Name Not Analysed | text |
| Sales Stage Name | text |
| Sales Stage ID | number |
| Lead Source Type Name | text |
| Lead Source Type ID | number |
| Assigned To Object Ref Name | text |
| Assigned To Object Ref ID | number |
| Assigned To Object ID | number |
| Close Date | text |
| Probability | number |
| Amount | number |
| Actual Amount | number |
| Currency Code | text |
| Campaign Name | text |
| Territory Name | text |
| Is Multi Currency | text |
| Object Status | text |
29other output fields
List CasesSearch
Input fields[3]
| Field | Type |
|---|---|
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Case ID | number |
| Object ID | number |
| Case Number | text |
| Case Status | text |
| Case Status ID | number |
| Case Type | text |
| Case Type ID | number |
| Case Priority | text |
| Case Priority ID | number |
| Assigned Object Ref Name | text |
| Assigned Object Ref ID | number |
| Assigned Object ID | number |
| Case Summary | text |
| Description | text |
| Case Customer | text |
| Case Customer ID | number |
| Need By Date | text |
| Case Email | text |
| Deleted | number |
29other output fields
List ContactsSearch
Input fields[3]
| Field | Type |
|---|---|
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Contact ID | number |
| First Name | text |
| Last Name | text |
| Full Name | text |
| Job Title | text |
| Account Name | text |
| Customer Number | text |
| Assignee Object Ref ID | number |
| Assignee Object Ref Name | text |
| Assignee Object ID | number |
| Description | text |
| Face Book URL | text |
| Linked In URL | text |
| Twitter URL | text |
| Market Name | text |
| Segment Name | text |
| Skype Name | text |
| Industry Name | text |
| Supplier Name | text |
41other output fields
List CustomersSearch
Input fields[3]
| Field | Type |
|---|---|
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Object ID | number |
| Customer ID | number |
| Customer Number | text |
| Customer Name | text |
| Customer Name Not Analysed | text |
| Customer Category | text |
| Assignee Object Ref Name | text |
| Assignee Object Ref ID | number |
| Assignee Object ID | number |
| Skype Name | text |
| Description | text |
| Parent Customer Name | text |
| Employee Range | text |
| Website | text |
| Ticker Symbol | text |
| Campaign Name | text |
| Credit Rating | text |
| Market Name | text |
| Segment Name | text |
43other output fields
List LeadsSearch
Input fields[3]
| Field | Type |
|---|---|
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Object ID | number |
| Lead ID | number |
| Last Name | text |
| Full Name | text |
| Lead Status | text |
| Lead Status Meaning | text |
| Lead Source | text |
| Lead Source Meaning | text |
| Way To Contact | text |
| Easy Way To Contact | text |
| Assignee Object Ref ID | number |
| Assignee Object Ref Name | text |
| Assignee Object ID | number |
| Referred By ID | number |
| Referred By Name | text |
| Description | text |
| Potential Amount | number |
| Segment Name | text |
| Object Status | text |
25other output fields
List OpportunitiesSearch
Input fields[3]
| Field | Type |
|---|---|
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Opportunity ID | number |
| Opportunity Name | text |
| Opportunity Name Not Analysed | text |
| Sales Stage Name | text |
| Sales Stage ID | number |
| Lead Source Type Name | text |
| Lead Source Type ID | number |
| Assigned To Object Ref Name | text |
| Assigned To Object Ref ID | number |
| Assigned To Object ID | number |
| Close Date | text |
| Probability | number |
| Amount | number |
| Actual Amount | number |
| Currency Code | text |
| Campaign Name | text |
| Territory Name | text |
| Is Multi Currency | text |
| Object Status | text |
29other output fields
Create a CaseAction
Input fields[3]
| Field | Type |
|---|---|
| Assigned Object Reference Name | text |
| Assigned Object Reference ID | number |
| Assigned Object ID | text |
| Need By Date | date |
| Case Type | text |
| Case Type ID | number |
| Case Status | text |
| Case Status ID | number |
| Case Priority | text |
| Case Priority ID | number |
| Description | text |
| Custom Attributes | array |
| Labels | array |
| Tags | array |
| Is Dirty Page | boolean |
| Case Number | text |
| Case Source Name | text |
| Case Source ID | number |
| Case Summary | text |
| Case Email |
9other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Case ID | number |
| Object ID | number |
| Case Number | text |
| Case Status | text |
| Case Status ID | number |
| Case Type | text |
| Case Type ID | number |
| Case Priority | text |
| Case Priority ID | number |
| Assigned Object Ref Name | text |
| Assigned Object Ref ID | number |
| Assigned Object ID | number |
| Case Summary | text |
| Description | text |
| Case Customer | text |
| Case Customer ID | number |
| Need By Date | text |
| Case Email | text |
| Deleted | number |
29other output fields
Create a ContactAction
Input fields[3]
| Field | Type |
|---|---|
First NameRequired | text |
Last NameRequired | text |
| Contact Type Name | text |
| Contact Type | number |
| Assignee Object Ref Name | text |
| Assignee Object Ref ID | number |
| Assignee Object ID | text |
| Contact Status Name | text |
| Contact Status ID | number |
| Best Way To Contact Name | text |
| Best Way To Contact ID | number |
| External Reference ID | text |
| Job Title | text |
| Account Name | text |
| Customer Number | text |
| Account ID | number |
| Customer Number ID | number |
| Supplier Name | text |
| Supplier ID | number |
| Contact Category Name | text |
39other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Contact ID | number |
| First Name | text |
| Last Name | text |
| Full Name | text |
| Job Title | text |
| Account Name | text |
| Customer Number | text |
| Assignee Object Ref ID | number |
| Assignee Object Ref Name | text |
| Assignee Object ID | number |
| Description | text |
| Face Book URL | text |
| Linked In URL | text |
| Twitter URL | text |
| Market Name | text |
| Segment Name | text |
| Skype Name | text |
| Industry Name | text |
| Supplier Name | text |
41other output fields
Create a LeadAction
Input fields[3]
| Field | Type |
|---|---|
Customer NameRequired | text |
| Status Name | choice |
| Default Billing Currency | text |
| Assignee Object Reference Name | text |
| Description | text |
| Phone Number | text |
| Contact Email | |
| Status ID | number |
| Payment Term | text |
| Payment Term ID | number |
| Custom Attributes | array |
| Addresses | array |
| Phone Numbers | array |
| Email Addresses | array |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Object ID | number |
| Lead ID | number |
| Last Name | text |
| Full Name | text |
| Lead Status | text |
| Lead Status Meaning | text |
| Lead Source | text |
| Lead Source Meaning | text |
| Way To Contact | text |
| Easy Way To Contact | text |
| Assignee Object Ref ID | number |
| Assignee Object Ref Name | text |
| Assignee Object ID | number |
| Referred By ID | number |
| Referred By Name | text |
| Description | text |
| Potential Amount | number |
| Segment Name | text |
| Object Status | text |
25other output fields
Create an OpportunityAction
Input fields[3]
| Field | Type |
|---|---|
Opportunity NameRequired | text |
Close DateRequired | date |
| Sales Stage Name | text |
| Sales Stage ID | number |
| Probability | number |
| Lead Source Type ID | number |
| Lead Source Type Name | text |
| Currency Code | text |
| Assigned To Object ID | text |
| Assigned To Object Ref Name | text |
| Assigned To Object Ref ID | number |
| Amount | number |
| Campaign Name | text |
| Campaign ID | number |
| Follow Up Date | date |
| Follow Up Description | text |
| Created By Name | text |
| Last Updated By Name | text |
| Creation Date | date |
| Last Update Date | date |
16other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Opportunity ID | number |
| Opportunity Name | text |
| Opportunity Name Not Analysed | text |
| Sales Stage Name | text |
| Sales Stage ID | number |
| Lead Source Type Name | text |
| Lead Source Type ID | number |
| Assigned To Object Ref Name | text |
| Assigned To Object Ref ID | number |
| Assigned To Object ID | number |
| Close Date | text |
| Probability | number |
| Amount | number |
| Actual Amount | number |
| Currency Code | text |
| Campaign Name | text |
| Territory Name | text |
| Is Multi Currency | text |
| Object Status | text |
29other output fields
Create CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Customer NameRequired | text |
| Status Name | choice |
| Default Billing Currency | text |
| Assignee Object Reference Name | text |
| Description | text |
| Phone Number | text |
| Contact Email | |
| Status ID | number |
| Payment Term | text |
| Payment Term ID | number |
| Custom Attributes | array |
| Addresses | array |
| Phone Numbers | array |
| Email Addresses | array |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Contact ID | number |
| First Name | text |
| Last Name | text |
| Full Name | text |
| Job Title | text |
| Account Name | text |
| Customer Number | text |
| Assignee Object Ref ID | number |
| Assignee Object Ref Name | text |
| Assignee Object ID | number |
| Description | text |
| Face Book URL | text |
| Linked In URL | text |
| Twitter URL | text |
| Market Name | text |
| Segment Name | text |
| Skype Name | text |
| Industry Name | text |
| Supplier Name | text |
41other output fields
Delete a CaseAction
Input fields[3]
| Field | Type |
|---|---|
CaseRequired | choice |
Delete a ContactAction
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Delete a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
CustomerRequired | choice |
Delete a LeadAction
Input fields[3]
| Field | Type |
|---|---|
LeadRequired | choice |
Delete an OpportunityAction
Input fields[3]
| Field | Type |
|---|---|
OpportunityRequired | choice |
Perform an API Calluniversal
Update a CaseAction
Input fields[3]
| Field | Type |
|---|---|
CaseRequired | choice |
| Assigned Object Reference Name | text |
| Assigned Object Reference ID | number |
| Assigned Object ID | text |
| Need By Date | date |
| Case Type | text |
| Case Type ID | number |
| Case Status | text |
| Case Status ID | number |
| Case Priority | text |
| Case Priority ID | number |
| Description | text |
| Custom Attributes | array |
| Labels | array |
| Tags | array |
| Is Dirty Page | boolean |
| Case Number | text |
| Case Source Name | text |
| Case Source ID | number |
| Case Summary | text |
10other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Case ID | number |
| Object ID | number |
| Case Number | text |
| Case Status | text |
| Case Status ID | number |
| Case Type | text |
| Case Type ID | number |
| Case Priority | text |
| Case Priority ID | number |
| Assigned Object Ref Name | text |
| Assigned Object Ref ID | number |
| Assigned Object ID | number |
| Case Summary | text |
| Description | text |
| Case Customer | text |
| Case Customer ID | number |
| Need By Date | text |
| Case Email | text |
| Deleted | number |
29other output fields
Update a ContactAction
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
| First Name | text |
| Last Name | text |
| Contact Type Name | text |
| Contact Type | number |
| Assignee Object Ref Name | text |
| Assignee Object Ref ID | number |
| Assignee Object ID | text |
| Contact Status Name | text |
| Contact Status ID | number |
| Best Way To Contact Name | text |
| Best Way To Contact ID | number |
| External Reference ID | text |
| Job Title | text |
| Account Name | text |
| Customer Number | text |
| Account ID | number |
| Customer Number ID | number |
| Supplier Name | text |
| Supplier ID | number |
40other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Contact ID | number |
| First Name | text |
| Last Name | text |
| Full Name | text |
| Job Title | text |
| Account Name | text |
| Customer Number | text |
| Assignee Object Ref ID | number |
| Assignee Object Ref Name | text |
| Assignee Object ID | number |
| Description | text |
| Face Book URL | text |
| Linked In URL | text |
| Twitter URL | text |
| Market Name | text |
| Segment Name | text |
| Skype Name | text |
| Industry Name | text |
| Supplier Name | text |
41other output fields
Update a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
CustomerRequired | choice |
| Customer Name | text |
| Status Name | choice |
| Default Billing Currency | text |
| Assignee Object Reference Name | text |
| Description | text |
| Phone Number | text |
| Contact Email | |
| Status ID | number |
| Payment Term | text |
| Payment Term ID | number |
| Custom Attributes | array |
| Addresses | array |
| Phone Numbers | array |
| Email Addresses | array |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Contact ID | number |
| First Name | text |
| Last Name | text |
| Full Name | text |
| Job Title | text |
| Account Name | text |
| Customer Number | text |
| Assignee Object Ref ID | number |
| Assignee Object Ref Name | text |
| Assignee Object ID | number |
| Description | text |
| Face Book URL | text |
| Linked In URL | text |
| Twitter URL | text |
| Market Name | text |
| Segment Name | text |
| Skype Name | text |
| Industry Name | text |
| Supplier Name | text |
41other output fields
Update a LeadAction
Input fields[3]
| Field | Type |
|---|---|
LeadRequired | choice |
| Customer Name | text |
| Status Name | choice |
| Default Billing Currency | text |
| Assignee Object Reference Name | text |
| Description | text |
| Phone Number | text |
| Contact Email | |
| Status ID | number |
| Payment Term | text |
| Payment Term ID | number |
| Custom Attributes | array |
| Addresses | array |
| Phone Numbers | array |
| Email Addresses | array |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Object ID | number |
| Lead ID | number |
| Last Name | text |
| Full Name | text |
| Lead Status | text |
| Lead Status Meaning | text |
| Lead Source | text |
| Lead Source Meaning | text |
| Way To Contact | text |
| Easy Way To Contact | text |
| Assignee Object Ref ID | number |
| Assignee Object Ref Name | text |
| Assignee Object ID | number |
| Referred By ID | number |
| Referred By Name | text |
| Description | text |
| Potential Amount | number |
| Segment Name | text |
| Object Status | text |
25other output fields
Update an OpportunityAction
Input fields[3]
| Field | Type |
|---|---|
OpportunityRequired | choice |
| Opportunity Name | text |
| Sales Stage Name | text |
| Sales Stage ID | number |
| Probability | number |
| Lead Source Type ID | number |
| Lead Source Type Name | text |
| Currency Code | text |
| Assigned To Object ID | text |
| Close Date | date |
| Assigned To Object Ref Name | text |
| Assigned To Object Ref ID | number |
| Amount | number |
| Campaign Name | text |
| Campaign ID | number |
| Follow Up Date | date |
| Follow Up Description | text |
| Created By Name | text |
| Last Updated By Name | text |
| Creation Date | date |
17other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Opportunity ID | number |
| Opportunity Name | text |
| Opportunity Name Not Analysed | text |
| Sales Stage Name | text |
| Sales Stage ID | number |
| Lead Source Type Name | text |
| Lead Source Type ID | number |
| Assigned To Object Ref Name | text |
| Assigned To Object Ref ID | number |
| Assigned To Object ID | number |
| Close Date | text |
| Probability | number |
| Amount | number |
| Actual Amount | number |
| Currency Code | text |
| Campaign Name | text |
| Territory Name | text |
| Is Multi Currency | text |
| Object Status | text |
29other output fields
Templates
Look for Apptivo templates in the WEXTL template library.
Browse templates →Explore alternative apps
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- AxonautManage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses.
- ApolloManage Apollo contacts, accounts, sequences, tasks, and deals — search saved records, enroll prospects, and send outreach email.
- AffinityRelationship intelligence CRM for deal flow, people, and organizations.
References
- WEXTL® Apptivo Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Apptivo.
- WEXTL® visual workflow builder data.
Last updated: Jul 23, 2026 22:38