STEP 1
Connect Apptivo and Lime CRM
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 Lime CRM Integration
Connect Apptivo and Lime CRM to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Apptivo and Lime CRM
Detailed info you need to know about Apptivo and Lime CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apptivo to Lime CRM
Set up your Apptivo and Lime CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo and Lime CRM 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 Lime CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Lime CRM work in WEXTL?
WEXTL exposes actions and triggers for Apptivo and Lime CRM 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 triggersLime CRM 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.
Lime CRM modules
- Create a CampaignCreates a new marketing campaign using the specified parameters.
- Create a CoworkerCreates a new coworker in the system.
- Create a DealCreates a deal in the system with the specified parameters.
- Create a DocumentCreates a document in the specified service.
- Create a LeadAdds a new lead to the system.
- Create a PersonCreates a new person in the system.
- Create a TodoCreates a new to-do item in the task list.
- Create an InvoiceCreates a new Lime CRM invoice.
- Create an OrderCreates a new order in the system.
- Delete a CampaignDeletes a campaign from the service.
- Delete a CoworkerDeletes a coworker from the system.
- Delete a DealDeletes a deal from the database.
- Delete a DocumentDeletes a document from the service.
- Delete a LeadDeletes a lead from the database.
- Delete a PersonDeletes a person from the service.
- Delete a TodoDeletes a todo from the list.
- Delete an InvoiceDeletes an invoice from the system.
- Delete an OrderDeletes an order from the service.
- Get a CampaignRetrieves a campaign by its identifier.
- Get a CoworkerRetrieves a coworker by their ID or other identifying information.
- Get a DealRetrieves a deal from the service.
- Get a DocumentRetrieves a document from the specified service.
- Get a LeadRetrieves a lead from the system.
- Get a PersonRetrieves a person from the database.
- Get a TodoRetrieves a specific todo item from the list.
- Get an InvoiceRetrieves an invoice.
- Get an OrderRetrieves an order based on specified criteria.
- Get CampaignsRetrieves all campaigns from the service.
- Get CoworkersRetrieves all coworkers.
- Get DealsRetrieves all deals.
- Get DocumentsRetrieves all documents from the service.
- Get InvoicesRetrieves all invoices.
- Get LeadsRetrieves all leads from the service.
- Get OrdersRetrieves all orders.
- Get PersonsRetrieves all persons.
- Get TodosRetrieves all todos.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a CampaignUpdates a campaign with the specified details.
- Update a CoworkerUpdates information for a coworker.
- Update a DealUpdates a deal with new information or changes existing details.
- Update a DocumentUpdates a document in the specified service.
- Update a LeadUpdates a lead with new information.
- Update a PersonUpdates a person's information in the system.
- Update a TodoUpdates a to-do item in the task management system.
- Update an InvoiceUpdates an invoice with new information or modifications.
- Update an OrderUpdates an order with new information.
- Watch CampaignsTriggers when a new campaign is created or an existing campaign is updated.
- Watch CoworkersTriggers when a new coworker is added or an existing coworker's information is updated.
- Watch DealsTriggers when a new deal is made.
- Watch DocumentsTriggers when a new document is created or updated.
Frequently asked questions
Common questions about connecting Apptivo and Lime CRM.
Connect your Apptivo and Lime CRM 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 "Create a Campaign" in Lime CRM. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); Lime CRM has 46 actions (including Create a Campaign, Create a Coworker, and Create a Deal). 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-Lime CRM 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 Lime CRM) 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 + Lime CRM 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 Lime CRM integration.
- Apptivo and Lime CRM integration source code, module specs and credentials implementation.
- Our Apptivo and Lime CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo and Lime CRM — 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
- Lime CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library