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.
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
Apptivo + Google SheetsCreate Spreadsheet Row to Google Sheets from New Lead in apptivo Read More...
Apptivo + Google SheetsUpdate Spreadsheet Row in Google Sheets when New Lead is created in apptivo Read More...
It's easy to connect Apptivo + Plaid without coding knowledge. Start creating your own business flow.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Triggers when a new item is created.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Create a new payment recipient