STEP 1
Connect Apptivo and Oro 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 Oro CRM Integration
Connect Apptivo and Oro 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Apptivo and Oro CRM
Detailed info you need to know about Apptivo and Oro CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apptivo to Oro CRM
Set up your Apptivo and Oro CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo and Oro 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 Oro CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Oro CRM work in WEXTL?
WEXTL exposes actions and triggers for Apptivo and Oro 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 triggersOro 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.
Oro CRM modules
- Create a Checkout RecordInitiates a checkout record.
- Create a ContactCreates a new contact in the service.
- Create a ConversationCreates a new conversation record.
- Create a CustomerCreates a new customer record.
- Create a Customer AddressCreates a new customer address record.
- Create a Customer GroupCreates a new customer group record.
- Create a Customer Tax CodeCreates a new customer tax code record.
- Create a ProductCreates a new product record.
- Create a Product DescriptionCreates a new product description record.
- Create a Product ImageCreates a new product image.
- Create a Product PriceCreates a new product price record.
- Create a Shipping TrackingCreates a new shipping tracking record.
- Create an AccountCreates a new account.
- Create an OrderCreates a new order record.
- Create an Order AddressCreates a new order address.
- Create an Order DiscountCreates a new order discount record.
- Create an Order Line ItemCreates a new order line item record.
- Create Product Kit ItemsCreates new product kit items.
- Delete a Checkout RecordDeletes a checkout record from the system.
- Delete a ContactDeletes a contact by ID.
- Delete a ConversationDeletes a specific conversation record.
- Delete a CustomerDeletes a specific customer record.
- Delete a Customer GroupDeletes a specific customer group record.
- Delete a Customer TaxcodeDeletes a specific customer tax code record.
- Delete a ProductDeletes a product record.
- Delete a Product DescriptionDeletes a product description record.
- Delete a Product ImageDeletes a product image from the specified product.
- Delete a Product PriceDeletes a product price record.
- Delete a Shipping TrackingDeletes a shipping tracking from the system.
- Delete an AccountDeletes an account by ID.
- Delete an AddressDeletes a specific customer address record.
- Delete an OrderDeletes a specific order record.
- Delete an Order AddressDeletes a specific order address using its ID.
- Delete an Order DiscountRemoves a specific order discount record.
- Delete an Order Line ItemDeletes a specific order line item record.
- Delete Product Kit ItemsDeletes product kit items from the system.
- Get a Checkout RecordRetrieves a checkout record.
- Get a ContactRetrieves a contact's details by ID.
- Get a ConversationRetrieves a specific conversation record.
- Get a CustomerRetrieves a specific customer record.
- Get a Customer ConversationRetrieves the record of the customer that a specific conversation belongs to.
- Get a Customer GroupRetrieves a specific customer group record.
- Get a Customer Tax CodeRetrieves a specific customer tax code record.
- Get a ProductRetrieves a product record.
- Get a Product DescriptionRetrieves a product description record.
- Get a Product Kit's ItemsRetrieves the items from a specified product kit.
- Get a Product PriceRetrieves the price record of a specified product.
- Get a Shipping TrackingRetrieves the shipping tracking information for a given shipment.
- Get an AccountRetrieves details of an account by ID.
- Get an AddressRetrieves a specific customer address record.
Frequently asked questions
Common questions about connecting Apptivo and Oro CRM.
Connect your Apptivo and Oro 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 Checkout Record" in Oro CRM. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); Oro CRM has 95 actions (including Create a Checkout Record, Create a Contact, and Create a Conversation). 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-Oro 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 Oro 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 + Oro 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 Oro CRM integration.
- Apptivo and Oro CRM integration source code, module specs and credentials implementation.
- Our Apptivo and Oro CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo and Oro 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
- Oro CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library