Apptivo + Paypal Integrations
Appy Pie Connect allows you to automate multiple workflows between Apptivo and Paypal
- No code
- No Credit Card
- Lightning Fast Setup
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 Paypal
PayPal is an online payment service that lets you send payments quickly and securely online using a credit card or bank account. It is the quicker, safer way to pay and get paid online, in stores and more.
Paypal IntegrationsLooking for the Paypal Alternatives? Here is the list of top Paypal Alternatives
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Stripe
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PayPro
Best ways to Integrate Apptivo + Paypal
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When this happens...
New Lead
Then do this...
Create Draft Invoice
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When this happens...
New Lead
Then do this...
Send invoice
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Apptivo + Paypal
Add tracking information in Paypal when New Lead is created in apptivo Read More...When this happens...
New Lead
Then do this...
Add tracking information
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When this happens...
New Lead
Then do this...
Create Order
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When this happens...
New Case
Then do this...
Create Draft Invoice
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Apptivo + Paypal without coding knowledge. Start creating your own business flow.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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Refunded Sale
Only refunded payments trigger this.
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Successful Sale
Only successfully payment data trigger this.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
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Add tracking information
Add tracking information with or without tracking numbers
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Create Draft Invoice
Creates a draft invoice.
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Create Order
Creates an order
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Send invoice
Sends or schedules an invoice, by ID, to be sent to a customer.
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How Apptivo & Paypal Integrations Work
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Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Paypal as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Apptivo to Paypal.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Apptivo and Paypal
Topic. Integration of Apptivo and Paypal
Apptivo
Apptivo is a cloud-based customer relationship management (CRM. software that allows small to large businesses to implement and manage their sales, marketing, customer service and other business processes. It is developed by Apptive Software Pvt. Ltd., which is headquartered in Bengaluru, India.
Apptivo was founded by a group of technopreneurs with the aim of simplifying the CRM process for small and medium businesses. Prior to Apptivo, they had worked on a spution that would automate and integrate various business processes like accounting, inventory, billing etc. but faced several challenges while trying to implement it. The spution was also difficult to understand and operate for a non-technical individual. This led them to build Apptivo, which is even more intuitive and has a user-friendly interface.
Apptivo has been instrumental in reducing the time and effort required to run a business. It helps users in tracking customers, managing leads, staying organized and in creating appropriate metrics for each employee. It offers a range of functions that are essential in running a business. These include:
Customer Relationship Management (CRM. This function allows users to keep track of all their contacts, appointments, communication etc. in one place. They can also create reports based on their interactions with customers like the number of times they have contacted them or how many calls they received from them. They can also send out automated emails and reminders about upcoming events to their customers.
This function allows users to keep track of all their contacts, appointments, communication etc. in one place. They can also create reports based on their interactions with customers like the number of times they have contacted them or how many calls they received from them. They can also send out automated emails and reminders about upcoming events to their customers. Sales & Marketing Management. This feature allows users to plan, execute and monitor all of their sales efforts, including lead generation and social media marketing. It also allows users to keep track of their competitors’ activities and prepare proposals based on their needs. Users can also create their own templates for proposals and let their employees use them later on when a similar project comes up.
This feature allows users to plan, execute and monitor all of their sales efforts, including lead generation and social media marketing. It also allows users to keep track of their competitors’ activities and prepare proposals based on their needs. Users can also create their own templates for proposals and let their employees use them later on when a similar project comes up. Customer Support Management . This feature allows users to handle customer support requests efficiently through email, phone and live chat sessions. It allows users to schedule tasks for themselves and their employees so that no support requests go unanswered. Users can also add notes to the requests so that they remember exactly what was discussed during the conversation with the customer.
. This feature allows users to handle customer support requests efficiently through email, phone and live chat sessions. It allows users to schedule tasks for themselves and their employees so that no support requests go unanswered. Users can also add notes to the requests so that they remember exactly what was discussed during the conversation with the customer. Billing & Invoicing . This feature allows users to invoice their customers accurately, according to their inputted requirements. They can also generate bills based on pre-defined templates or reports which helps them save a lot of time while generating multiple bills at once. The system also tracks whether payments have been made by customers or not and issues reminders when payments due are overdue.
. This feature allows users to invoice their customers accurately, according to their inputted requirements. They can also generate bills based on pre-defined templates or reports which helps them save a lot of time while generating multiple bills at once. The system also tracks whether payments have been made by customers or not and issues reminders when payments due are overdue. Inventory & Inventory Management . This feature allows users to keep track of all the supplies they have left with them as well as those awaiting delivery from vendors or suppliers. It also allows users to plan ahead by providing estimates of how much stock they will need in the future based on previous orders from customers. It helps avoid over-buying and under-buying of products as well as damaged goods being delivered to customers.
. This feature allows users to keep track of all the supplies they have left with them as well as those awaiting delivery from vendors or suppliers. It also allows users to plan ahead by providing estimates of how much stock they will need in the future based on previous orders from customers. It helps avoid over-buying and under-buying of products as well as damaged goods being delivered to customers. Accounts & Finance Management. This feature allows users to manage all aspects of accounting including generating bills, receipts, payrpls etc. as well as keeping track of bank transactions. It provides easy access to relevant information related to cash flow like profit & loss statements and balance sheets so that users do not have to waste time looking for this information manually every time they need it. Users can also generate tax invoices from within the system itself without having to depend on tax software or services from third parties.
Paypal
Paypal is an online payment service which allows people who have e-commerce stores or accept payments online for facilitating the transfer of money from one account hpder to another across countries. The payment service works on two distinct models. PayPal’s Business Payments Service (BPS. which is targeted at businesses financially capable of handling transactions arising from Internet commerce; and PayPal’s Consumer Payments Service (CPS), which is targeted at individuals who traditionally use credit cards or cheques for payment purposes but wish to transfer money electronically across the country or across borders etc.
The process to integrate Apptivo and Paypal 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.
