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Apptivo + Formatter By Connect Integrations

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

About Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.

About Formatter By Connect

Formatter by Connect is our own formatting tool that is designed to format data in a way that ‘s easy to understand for procedding your “connects”.

Formatter By Connect Integrations
Connect Apptivo + Formatter By Connect in easier way

It's easy to connect Apptivo + Formatter By Connect 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.

    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.

  • Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

  • Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

  • Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

  • Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

How Apptivo & Formatter By Connect 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 Formatter By Connect 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 Formatter By Connect.

    (2 minutes)

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

Integration of Apptivo and Formatter By Connect

Apptivo is the all in one cloud-based CRM spution designed for small businesses. It is an integrated platform that helps you manage your customers, sales, marketing, project management, client support, and accounting. Formatter By Connect is a mobile app that lets you convert any document to PDF on-the-go. It allows you to convert the documents directly from their mobile device or cloud storage account. You can also upload your documents directly from Google Drive, Dropbox, Box, Evernote, OneDrive, iCloud, and SharePoint.

Integration of Apptivo and Formatter By Connect

Formatter by Connect makes it very easy to interface with Apptivo. All you have to do is install Formatter on your device or computer. Once you have installed Formatter on your device, you are good to go. The first time you open Formatter, it asks you to log into your Apptivo account so that Formatter can access the relevant data from Apptivo. Once you have logged into your Apptivo account into Formatter, it gives you access to all of your Apptivo data including contacts, projects, tasks, opportunities, activities, tasks, emails, cases etc. This data can then be converted into PDFs.

Benefits of Integration of Apptivo and Formatter By Connect

The major benefit of integrating Apptivo and Formatter By connect is that it makes it easier for users to convert their documents to PDFs. It reduces the time required to convert the documents manually to PDFs. It also saves them time as they do not have to manually save their files on different platforms like Dropbox, Google Drive, iCloud etc.

The process to integrate Apptivo and Formatter By Connect 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.