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Apptivo + Plaid Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best ways to Integrate Apptivo + Plaid

  • Apptivo Gmail

    Apptivo + Gmail

    Create Draft to Gmail from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Gmail Create Draft
  • Apptivo Gmail

    Apptivo + Gmail

    Send Email in Gmail when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Gmail Send Email
  • Apptivo Gmail

    Apptivo + Gmail

    Create Label to Gmail from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Gmail Create Label
  • Apptivo Google Sheets

    Apptivo + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • Apptivo Google Sheets

    Apptivo + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

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

It's easy to connect Apptivo + Plaid 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 Item

    Triggers when a new item 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 payment recipient

    Create a new payment recipient

How Apptivo & Plaid 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 Plaid 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 Plaid.

    (2 minutes)

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