STEP 1
Connect Apptivo and Urable
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 Urable Integration
Connect Apptivo and Urable 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 Urable
Detailed info you need to know about Apptivo and Urable integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apptivo to Urable
Set up your Apptivo and Urable integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo and Urable 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 Urable. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Urable work in WEXTL?
WEXTL exposes actions and triggers for Apptivo and Urable 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 triggersUrable 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.
Urable modules
- Create a CustomerCreates a new customer in Urable.
- Create a JobCreates a new job for a customer in Urable.
- Create an EventCreates a new calendar event in Urable.
- Create an ItemCreates a new item for a customer in Urable.
- Create an OrderCreates a new order for a customer in Urable.
- Create a ProductCreates a new product or service in Urable.
- Delete a CustomerDeletes a customer from Urable by its ID.
- Delete a JobDeletes a job from Urable by its ID.
- Delete an EventDeletes a calendar event from Urable by its ID.
- Delete an ItemDeletes an item from Urable by its ID.
- Delete an OrderDeletes an order from Urable by its ID.
- Delete a ProductDeletes a product or service from Urable by its ID.
- Get a CustomerRetrieves a single customer from Urable by its ID.
- Get a JobRetrieves a single job from Urable by its ID.
- Get an EventRetrieves a single calendar event from Urable by its ID.
- Get an ItemRetrieves a single item from Urable by its ID.
- Get an OrderRetrieves a single order from Urable by its ID.
- Get a PaymentRetrieves a single payment record from Urable by its ID.
- Get a ProductRetrieves a single product or service from Urable by its ID.
- Get a ProposalRetrieves a single proposal from Urable by its ID.
- Get a UserRetrieves a single user from Urable by their ID.
- Get a User HourRetrieves a single hours entry of a Urable user.
- List CustomersRetrieves a list of customers from Urable.
- List EventsSearches the calendar events in Urable and returns the matching entries.
- List ItemsSearches the items in Urable and returns the matching entries.
- List JobsSearches the jobs in Urable and returns the matching entries.
- List OrdersSearches the orders in Urable and returns the matching entries.
- List PaymentsSearches the payments in Urable and returns the matching entries.
- List ProductsSearches the products and services in Urable and returns the matching entries.
- List ProposalsSearches the proposals in Urable and returns the matching entries.
- List User HoursRetrieves the hours entries of a Urable user for an optional date range.
- List UsersRetrieves a list of users in the Urable account.
- Make an API CallSends a custom authorized request to the Urable API.
- Record a PaymentRecords a payment collected against one or more Urable jobs or orders.
- Update a CustomerUpdates an existing customer in Urable by its ID.
- Update a JobUpdates an existing job in Urable by its ID.
- Update an EventUpdates an existing calendar event in Urable by its ID.
- Update an ItemUpdates an existing item in Urable by its ID.
- Update an OrderUpdates an existing order in Urable by its ID.
- Update a ProductUpdates an existing product or service in Urable by its ID.
- Watch UsersTriggers when a new user is added in Urable.
Frequently asked questions
Common questions about connecting Apptivo and Urable.
Connect your Apptivo and Urable 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 Customer" in Urable. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); Urable has 40 actions (including Create a Customer, Create a Job, and Create an Event). 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-Urable 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 Urable) 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 + Urable 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 Urable integration.
- Apptivo and Urable integration source code, module specs and credentials implementation.
- Our Apptivo and Urable integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo and Urable — 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
- Urable integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library