About this integration
All-in-one CRM and business suite for contacts, deals, projects, and invoicing. Connect it to any workflow without writing code.
You can choose from 5 triggers, 5 search modules and 16 actions. The connection type is basic authentication.
How to connect
The credential form asks for API Key and Access Key.
Prefer the interactive builder form? Open it on the app page.
Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.
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 it in workflow automation
Start with Watch Cases, then add Create a Case.
The canvas below runs Watch Cases into Create a Case — watch the video, then drop a node onto the canvas.
Select the Watch Cases trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Delete a Case as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 21 ready-made modules for CRM work — each run logs its inputs and outputs for debugging.
Apptivo workflow on the canvas: Watch Cases then Delete a Case
Triggers, searches and actions
Explore the fields available for each Apptivo trigger, search, and action — 5 triggers, 5 searchs, and 16 actions.
Triggers
Whenever something changes in the app, one of 5 available triggers can start a run immediately.
- Watch Cases
- Watch Contacts
- Watch Customers
- Watch Leads
- Watch Opportunities
Searches
5 search modules let you query the app mid-run and feed the results to the next step.
- List Cases
- List Contacts
- List Customers
- List Leads
- List Opportunities
Actions
Use 16 action modules to write data back into the app from anywhere in a run.
- Create a Case
- Create a Contact
- Create a Lead
- Create an Opportunity
- Create Customer
11more actions
Explore the fields available for each Apptivo trigger, search, and action.
Triggers
Output fields
| 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
Output fields
| 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
Output fields
| 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
Output fields
| 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
Output fields
| 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
Searches
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| 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
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| 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
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| 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
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| 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
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| 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
Actions
Input fields
| 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
| 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
Input fields
| 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
| 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
Input fields
| 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
| 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
Input fields
| 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
| 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
Input fields
| 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
| 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
Input fields
| Field | Type |
|---|---|
CaseRequired | choice |
Input fields
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields
| Field | Type |
|---|---|
CustomerRequired | choice |
Input fields
| Field | Type |
|---|---|
LeadRequired | choice |
Input fields
| Field | Type |
|---|---|
OpportunityRequired | choice |
Input fields
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
Output fields
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
Input fields
| 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
| 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
Input fields
| 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
| 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
Input fields
| 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
| 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
Input fields
| 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
| 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
Input fields
| 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
| 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