STEP 1
Connect Apptivo and Simla
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 Simla Integration
Keep Apptivo and Simla in sync by integrating their events and actions. When crm events happen in Apptivo, update the Simla automatically - without any line of code in visual workflow builder.
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Learn about Apptivo and Simla
Detailed info you need to know about Apptivo and Simla integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apptivo to Simla
Set up your Apptivo and Simla integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo and Simla 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 Simla. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Simla work in WEXTL?
WEXTL exposes actions and triggers for Apptivo and Simla 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 triggersSimla 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.
Simla modules
- Calculate DeliveryCalculates delivery time and cost based on the provided parameters.
- Check PaymentChecks a payment's status or details.
- Combine CustomersCombines customer records into one comprehensive record.
- Combine OrdersCombines multiple orders into a single one.
- Create a Corporate CustomerCreates a corporate customer in the system.
- Create a Corporate Customer NoteCreates a note for a corporate customer in the system.
- Create a CostCreates a new cost entry in the system.
- Create a Custom FieldCreates a custom field within a specific module or application.
- Create a CustomerCreates a customer in the system.
- Create a ShipmentCreates a shipment in the specified service.
- Create a TaskCreates a new task.
- Create an InvoiceCreates an invoice for a customer or a specific order.
- Create an OrderCreates an order in the system.
- Delete a Corporate Customer NoteDeletes a note associated with a corporate customer.
- Delete a Cost by IDDeletes a specific cost entry identified by its ID.
- Delete a FileDeletes a file from the service.
- Delete CostsDeletes multiple cost entries from the system in a single batch operation.
- Download a FileDownloads a file from the specified location.
- Edit a FileEdits a file in the system with the given changes.
- Edit a ShipmentUpdates the details of an existing shipment.
- Edit CostUpdates the cost details for an item or service.
- Get a CostRetrieves the cost information for a specific item or service.
- Get a Custom FieldRetrieves a custom field from the service.
- Get a CustomerRetrieves information about a customer using their ID.
- Get a FileRetrieves a file from the service.
- Get a ShipmentRetrieves details of a specific shipment.
- Get a TaskRetrieves information about a specific task.
- Get a UserRetrieves a user from the service.
- Get an InvoiceRetrieves an invoice by its unique ID.
- Get Corporate Customer HistoryRetrieves the history of a corporate customer.
- Get Customer HistoryRetrieves the history of a customer including past purchases and interactions.
- Get Order HistoryRetrieves the order history for a given customer or account.
- Get Order StatusesRetrieves order statuses from the service.
- Get Task HistoryRetrieves the history of a specific task.
- Import an InvoiceImports an invoice into a specific system or application.
- Make an API CallMakes an arbitrary API call.
- Search Corporate Customer NotesSearches for notes related to corporate customers.
- Search Corporate CustomersRetrieves data on corporate customers from the service.
- Search CostsRetrieves costs based on specified criteria.
- Search Custom FieldsRetrieves data about custom fields based on specified criteria.
- Search CustomersRetrieves a list of customers matching the specified criteria.
- Search FilesRetrieves data from the service to find one or more files based on specified criteria.
- Search OrdersRetrieves orders from the service and allows retrieving one or more results.
- Search ShipmentsRetrieves shipment data from the service and allows retrieving one or more results.
- Search TasksSearches for tasks based on specified criteria.
- Search User GroupsSearches for user groups.
- Search UsersRetrieves user data from the service and allows retrieving one or more results.
- Update a Custom FieldUpdates a custom field with new data.
- Update a CustomerUpdates a customer's information in the system.
- Update a TaskUpdates a task with new information or changes.
Frequently asked questions
Common questions about connecting Apptivo and Simla.
Connect your Apptivo and Simla 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 "Calculate Delivery" in Simla. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); Simla has 59 actions (including Calculate Delivery, Check Payment, and Combine Customers). 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-Simla 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 Simla) 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 + Simla 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 Simla integration.
- Apptivo and Simla integration source code, module specs and credentials implementation.
- Our Apptivo and Simla integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo and Simla — 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
- Simla integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library