STEP 1
Connect Apptivo and Method
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 Method Integration
Keep Apptivo and Method in sync by integrating their events and actions. When crm events happen in Apptivo, update the Method automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Apptivo and Method
Detailed info you need to know about Apptivo and Method integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apptivo to Method
Set up your Apptivo and Method integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo and Method 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 Method. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Method work in WEXTL?
WEXTL exposes actions and triggers for Apptivo and Method 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 triggersMethod 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.
Method modules
- Create a Table RecordCreates a new table record.
- Delete a FileDeletes an existing file.
- Delete a Table RecordDeletes an existing table record.
- Download a FileDownloads a file from the specified source.
- Get a File URLReturns a file download URL.
- Get a Table RecordRetrieves a table record.
- Get a Table Record CountRetrieves the record count of a table.
- List FilesRetrieves a list of files.
- List Table RecordsRetrieves a list of table records.
- Make an API CallPerforms an arbitrary authorized API call.
- Sync a Table RecordSyncs a record in a table with QuickBooks or Xero.
- Update a File Link DetailsUpdates the details of a file link.
- Update a Table RecordUpdates a table record in the database.
- Upload a FileUploads a file to a specified record.
- Watch FilesTriggers when new files are added.
Frequently asked questions
Common questions about connecting Apptivo and Method.
Connect your Apptivo and Method 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 Table Record" in Method. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); Method has 14 actions (including Create a Table Record, Delete a File, and Delete a Table Record). 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-Method 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 Method) 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 + Method 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 Method integration.
- Apptivo and Method integration source code, module specs and credentials implementation.
- Our Apptivo and Method integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo and Method — 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
- Method integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library