STEP 1
Connect Apptivo and HighLevel
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Apptivo and HighLevel Integration
Build crm workflows between Apptivo and HighLevel on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Apptivo and HighLevel
Detailed info you need to know about Apptivo and HighLevel integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apptivo to HighLevel
Set up your Apptivo and HighLevel integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo and HighLevel nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Apptivo and HighLevel. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and HighLevel work in WEXTL?
WEXTL exposes actions and triggers for Apptivo and HighLevel that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Apptivo triggersHighLevel actions
Apptivo modules
- 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.
- 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.
- 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.
- 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.
HighLevel modules
- Add Contact to CampaignEnrolls a contact into a specified marketing campaign.
- Add Contact to WorkflowAdds a contact to a specified automation workflow.
- Add External Outbound MessageAdds an external outbound message to a conversation.
- Add Followers to a ContactAdds one or more followers to a specified contact.
- Add Inbound MessageAdds an inbound message to an existing conversation.
- Add Message AttachmentsAttaches one or more files to an existing message.
- Add or Remove Contacts From BusinessAdds or removes contacts from a business entity.
- Add Tags to a ContactAdds one or more tags to a contact for segmentation.
- Apply User Availability Schedule to CalendarAssociates a user availability schedule with a calendar by adding the calendar ID to the schedule.
- Bulk Delete FoldersSoft-deletes or trashes multiple files and folders in a single request.
- Bulk Edit Products and PricesUpdates multiple products and their associated prices in a single request.
- Bulk Update FoldersUpdates metadata or status of multiple files and folders in a single request.
- Bulk Update ProductsUpdates multiple products in a single request.
- Cancel a Schedule MessageCancels a previously scheduled message before it is sent.
- Cancel Scheduld InvoiceCancels a previously scheduled invoice, stopping it from being sent.
- Craw PagesStarts crawling a website to discover pages for knowledge base training.
- Create a Blog PostCreates a new blog post on a location's blog.
- Create a Broad BandCreates a new brand board for a location.
- Create a Broad VoiceCreates a brand voice configuration for a location.
- Create a BusinessCreates a new business entity for a location.
- Create a CalendarCreates a new calendar within a location.
- Create a Calendar GroupCreates a new calendar group for organizing multiple calendars.
- Create a ContactCreates a new contact record in a location.
- Create a Contact NoteCreates a new note associated with a contact.
- Create a Contact TaskCreates a new task associated with a contact.
- Create a ConversationCreates a new conversation with the specified data.
- Create a Conversation AgentCreates a new AI agent for handling conversations in a location.
- Create a CouponCreates a new discount coupon for a location.
- Create a Custom FieldCreates a new custom field definition for a location.
- Create a Custom Menu LinkCreates a new custom menu link in a company.
- Create a Custom ValueCreates a new custom value for a location.
- Create a FolderCreates a new folder in the media storage.
- Create a Knowlegde BaseCreates a new knowledge base for a location (maximum 15 per location).
- Create a ProductCreates a new product in a location's catalog.
- Create a Product CollectionCreates a new product collection for a specific location.
- Create a Product PriceCreates a new price entry for an existing product.
- Create a ServiceCreates a new service offering in a location.
- Create a Service BookingCreates a new service booking for a customer.
- Create a Service LocationCreates a new service location for a business.
- Create a Shipping CarrierCreates a new shipping carrier configuration.
- Create a Shipping ZoneCreates a new shipping zone for delivery configuration.
- Create a Shipping Zone RateCreates a new rate for an existing shipping zone.
- Create a Social PostCreates a new social media post for a location.
- Create a TagCreates a new tag for organizing contacts and records.
- Create a Trigger LinkCreates a new trigger link for tracking and automation.
- Create a UserCreates a new user account in a location.
- Create an AgentCreates a new AI studio agent with an initial staging version.
- Create an Agent ActionCreates and attaches a new action to an AI agent.
- Create an AI Voice AgentCreates a new voice AI agent with its configuration and settings.
- Create an AI Voice Agent ActionCreates a new action for a voice AI agent, defining specific behaviors during calls.
Frequently asked questions
Common questions about connecting Apptivo and HighLevel.
Connect your Apptivo and HighLevel accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Apptivo's "Watch Cases" fires, WEXTL can "Add Contact to Campaign" in HighLevel. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); HighLevel has 293 actions (including Add Contact to Campaign, Add Contact to Workflow, and Add External Outbound Message). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Apptivo-to-HighLevel automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Apptivo (or HighLevel) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Apptivo + HighLevel automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Apptivo and HighLevel integration.
- Apptivo and HighLevel integration source code, module specs and credentials implementation.
- Our Apptivo and HighLevel integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo and HighLevel — 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.
- Apptivo integration information
- HighLevel integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library