Apptivo is modular — CRM, Projects, Help Desk, Invoicing, and more. We connect through its REST API with an API key + session key pair and write into Leads, Customers, Opportunities, Tasks, and Cases.

Apptivo supports webhook subscriptions on most apps, which we use to trigger AI follow-up sequences when records change.

Popular workflow recipes

When this happens → do that

When

Chat captures sales inquiry

Then

Create Apptivo Opportunity + assign owner

When

Apptivo Case opened

Then

Send AI follow-up status email to customer

When

Apptivo Opportunity Won

Then

Create Project + trigger onboarding email sequence

Triggers & Actions

5 triggers · 4 actions

Triggers From Apptivo events that fire workflows

New record in Apptivo

A Contact, Lead, or Deal is created in Apptivo from any source (chat, web form, manual entry).

Stage / status change

A Apptivo Deal or Lead moves between stages or has its status updated.

Custom field updated

Any Apptivo property or custom field changes value — use it as a trigger for AI follow-ups.

Owner / assignment change

A Apptivo record is reassigned to a different sales rep or team.

Case opened or resolved

Help Desk events drive support-style AI follow-ups.

Actions Into Apptivo what we do in the connected app

Create Lead, Customer, Contact

From chat, voice, and forms.

Open Opportunity, Task, Case

Across Apptivo's CRM and Help Desk apps.

Log Note or Activity

Conversation summary on the record.

Map to multiple Apptivo apps

Push records into CRM + Help Desk + Projects in one chat.

How to connect Apptivo

~10 minutes

In Apptivo, click your user dropdown → Business Settings → API Access (left nav) → API keys. Generate or regenerate your API Key + Access Key.

Open Workflows → Integrations → Apptivo in the dashboard and paste both keys.

Pick which Apptivo app new chat captures should write to (Leads, Customers, or both) and the default pipeline for Opportunities.

Optional: webhooks are configured per app, not globally. Open each Apptivo app you want events from (Customers, Leads, Opportunities, Cases) → three-dot menu → Settings → Triggers → Event Based → action 'Call Webhook URL'. Point each at the inbound URL we generate.

Send a test conversation and verify the record appears in the right Apptivo app.

Good to know

Trigger and webhook configuration is per-app in Apptivo — you set it inside Customers, Leads, Opportunities, and Cases separately, not in a single global settings page.
Available object types depend on which Apptivo apps the customer has enabled in their workspace.

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Apptivo Integration

Popular workflow recipes

Triggers & Actions

How to connect Apptivo

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