STEP 1
Connect Apptivo and Salesmate
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 Salesmate Integration
Connect Apptivo and Salesmate 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 Salesmate
Detailed info you need to know about Apptivo and Salesmate integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apptivo to Salesmate
Set up your Apptivo and Salesmate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo and Salesmate 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 Salesmate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Salesmate work in WEXTL?
WEXTL exposes actions and triggers for Apptivo and Salesmate 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 triggersSalesmate 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.
Salesmate modules
- Add ActivityCreates activity.
- Add CompanyCreates company.
- Add ContactCreates contact.
- Add DealCreates deal.
- Add Lookup Field ValueCreates lookup field value.
- Add NoteCreates note.
- Add ProductCreates product.
- Add Product VariantCreates product variant.
- Create Custom Module RecordCreates custom module record.
- Delete ActivityDeletes activity.
- Delete CompanyDeletes company.
- Delete ContactDeletes contact.
- Delete Custom Module RecordDeletes custom module record.
- Delete DealDeletes deal.
- Delete NoteDeletes note.
- Delete ProductDeletes product.
- Delete Products BulkDeletes products bulk.
- Fetch Lookup Field DetailsRetrieves lookup field details.
- Get Active UsersReturns active users.
- Get ActivityReturns activity.
- Get All NotesReturns all notes.
- Get CompanyReturns company.
- Get ContactReturns contact.
- Get Custom Module RecordReturns custom module record.
- Get DealReturns deal.
- Get Module IDsReturns module ids.
- Get NoteReturns note.
- Get Note AttachmentReturns note attachment.
- Make an API CallPerforms an arbitrary authorized API call.
- Pin NotePins note.
- Search ActivitiesSearches for activities.
- Search CompaniesSearches for companies.
- Search ContactsSearches for contacts.
- Search Custom Module RecordsSearches for custom module records.
- Search DealsSearches for deals.
- Search ProductsSearches for products.
- Unpin NoteUnpins note.
- Update ActivityUpdates activity.
- Update CompanyUpdates company.
- Update ContactUpdates contact.
- Update Custom Module RecordUpdates custom module record.
- Update DealUpdates deal.
- Update Multiple Lookup FieldsUpdates multiple lookup fields.
- Update NoteUpdates note.
- Update ProductUpdates product.
- Update Single Lookup FieldUpdates single lookup field.
- Watch New ContactsTriggers when new contacts occur.
Frequently asked questions
Common questions about connecting Apptivo and Salesmate.
Connect your Apptivo and Salesmate 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 Activity" in Salesmate. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); Salesmate has 46 actions (including Add Activity, Add Company, and Add Contact). 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-Salesmate 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 Salesmate) 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 + Salesmate 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 Salesmate integration.
- Apptivo and Salesmate integration source code, module specs and credentials implementation.
- Our Apptivo and Salesmate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo and Salesmate — 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
- Salesmate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library