Integrate Apptivo with Knack

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

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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 Knack

Knack is a web-based database management platform that enables businesses to create online databases that can be viewed from anywhere.

Want to explore Apptivo + Knack quick connects for faster integration? Here’s our list of the best Apptivo + Knack quick connects.

Explore quick connects
Connect Apptivo + Knack in easier way

It's easy to connect Apptivo + Knack 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 Record

    Triggers when a new record is created.

  • 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 Record

    Creates a record to your knack database.

  • Update Record

    Updates a record on your knack database.

How Apptivo & Knack 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 Knack 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 Knack.

    (2 minutes)

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

Integration of Apptivo and Knack

  • Apptivo and Knack are cplaboration software. Both the companies were founded in 2012.
  • Apptivo is an Israeli company, but located in San Francisco. It is a software that enables businesses to pursue their services more efficiently. The main components of the software are. CRM, billing, project management, cplaboration, marketing automation and advanced analytics.
  • Knack is a Canadian company that developed a proprietary software for freelancers, small businesses and enterprise teams. The software helps them to manage their business and also to cplaborate with other professionals and get connected with clients.

    Integration of Apptivo and Knack

Both the companies have recently brought their two software together and they are now available under a single name ‘Knack by Apptivo’. The integration has provided many benefits like:

· The customers will be able to work on both the platforms at the same time without any hassle.

· They can import their data from Apptivo to Knack and vice versa.

· The process is quite easy as all the settings of Apptivo and Knack are maintained when they are imported.

· The integration will bring value to the users as they would not have to pay for two separate products. They will have to pay only for one product.

    Benefits of Integration of Apptivo and Knack

· The customers will be able to keep track of the progress on all their projects.

· All the tasks that are done by the team members will be visible to everyone else through the update board which allows them to know about each task as soon as it is done.

The process to integrate Apptivo and Knack 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm