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Integrate Apptivo with awork

Appy Pie Connect allows you to automate multiple workflows between Apptivo and awork

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About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

About awork

Intelligent projects, tasks and time tracking for your project business.

awork Integrations

Best ways to Integrate Apptivo + awork

  • Apptivo Integration awork Integration

    Apptivo + awork

    Search Projects in awork when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    awork Integration Search Projects
  • Apptivo Integration awork Integration

    Apptivo + awork

    Create Client to awork from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    awork Integration Create Client
  • Apptivo Integration awork Integration

    Apptivo + awork

    Search Users by Email in awork when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    awork Integration Search Users by Email
  • Apptivo Integration awork Integration

    Apptivo + awork

    Create Project to awork from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    awork Integration Create Project
  • Apptivo Integration awork Integration

    Apptivo + awork

    Create Project Task to awork from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    awork Integration Create Project Task
  • Apptivo Integration {{item.actionAppName}} Integration

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Apptivo + awork in easier way

It's easy to connect Apptivo + awork without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Task

    Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Time Entry

    Triggers when a time entry is updated.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Client

    Creates a new client.

  • Create Project

    Creates a new project.

  • Create Project Task

    Creates a new project task.

  • Search Projects

    Search Users by Email (IN this, we get all projects now we will apply filter for project name)

  • Search Users by Email

    Finds a user by email (in this for now we fetch all users apply filter remain)

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Apptivo & awork Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick awork as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to awork.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and awork

Apptivo is an all-in-one application that integrates CRM and ERP functionalities in an easy-to-use web application. This allows users to access the software from any computer or internet-enabled mobile device. It also allows for real-time data synchronization between the data stored on the database server and the end-user’s tablet or mobile phone.

awork is a cloud-based enterprise resource planning (ERP. software that can be accessed by any employee, anywhere, anytime. It has a built-in feature called awork Connector that allows users to integrate other business applications such as CRM and accounting without having to modify their existing system. awork Connector enables a single point of entry into several systems making it easy for users to gain access to different functions from a single interface.

Integration of Apptivo and awork

The integration of Apptivo and awork allows for seamless integration of the two software programs. The integration of Apptivo with awork allows employees to effortlessly access a variety of applications from one interface. For instance, an employee can use Apptivo to get in touch with clients, schedule appointments, and send invoices to them. But if the employee wants to send out a newsletter, he can do so using awork Connector by accessing their email account through Apptivo. When you combine the power of these two apps and their features, you will see how convenient it is for users to manage their daily tasks using both applications.

Benefits of Integration of Apptivo and awork

  • Intuitive Interface

One of the great things about Apptivo is its intuitive user interface. It is very simple to use even for new users who are not familiar with the software. However, if new users need more details about the features offered by Apptivo, they can always refer to the comprehensive User Guide that comes with the Apptivo app. There are also other support methods for users who want to know more about any feature inside Apptivo but are not sure where to go for support.

On the other hand, awork has a very intuitive interface as well. It is very easy for users to navigate through the different modules and menu items available in awork. This means that there is no need for training on how to use its features because everyone can easily learn how to use it on his own. Also, when users feel like something inside the software does not work properly, they can always create an inbound ticket or contact the Support team via email to get assistance on their problem.

  • Faster Data Synchronization

Data synchronization refers to the process of updating your information in different programs. For example, if you are using a CRM app such as Salesforce, you will have to update your email address or phone number whenever you change it because this will affect your profile inside Salesforce. You also have to update your customer list in another program such as Mailchimp when you add or remove customers since this will affect your mailing lists as well.

Apptivo offers data synchronization within its suite of apps so users will never have to worry about updating multiple programs manually anymore. If a user changes his phone number in Apptivo, he will instantly see his updated number in all other applications such as Salesforce and Mailchimp. This saves time and effort from having to update your information manually in different applications.

awork offers data synchronization as well so you can enjoy automatic syncing across all devices on which you have installed awork. For example, if you change your phone number inside awork, it will automatically synchronize with your mobile device so you won’t have to worry about synchronizing manually every time you make any changes to your contact details inside awork. This saves time and effort from manual data synchronization processes.

  • One-stop Business Management Spution

Because Apptivo integrates with several business apps, it offers a one-stop business management spution. Employees won’t have to go across different programs just to complete an activity or view data since all information is readily available inside Apptivo itself. This helps reduce the chances of human errors since employees won’t have to spend time looking for information in different programs every time they want to accomplish a task. It can also prevent missed deadlines since all information needed is available inside Apptivo making project management easier for managers who are working with teams inside their organization.

awork offers a similar one-stop business management spution by integrating with several other business applications so that users don’t have to worry about accessing different programs just to complete an activity or view data. Also, employees won’t have to worry about missing deadlines because all information is readily available inside awork itself. This prevents human errors since people don’t have to spend time looking for information in different programs every time they want to accomplish a task. It also makes project management easier for managers who are working with teams inside their organization.

The process to integrate Apptivo and awork may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.