Coda + Apptivo Integrations
Appy Pie Connect allows you to automate multiple workflows between Coda and Apptivo
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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.
Apptivo IntegrationsBest ways to Integrate Coda + Apptivo
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When this happens...
New Row
Then do this...
Add Employee
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When this happens...
New Row
Then do this...
Create Lead
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When this happens...
New Row
Then do this...
Create Opportunity
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When this happens...
New Row
Then do this...
Create Case
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When this happens...
New Row
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Coda + Apptivo without coding knowledge. Start creating your own business flow.
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New Row
Triggers when a new row added to selected table.
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Updated Row
Trigger when new row is updated in a selected table.
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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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Create Row
Create a new row in selected table.
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Update Row
Update a existing row in a table.
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Upsert Row
Creates a new row or update an existing row in selected table.
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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.
How Coda & Apptivo Integrations Work
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Step 1: Choose Coda 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 Apptivo 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 Coda to Apptivo.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Coda and Apptivo
Coda
Coda 2 is an integrated web design top developed by Panic, Inc. It is compatible with MacOS X 10.4 or higher and it includes the main features that are essential for designing websites. It comes with an editor that enables you to edit all kinds of text, images, tables, CSS and HTML code. Coda supports FTP access and it also has a built-in web server. Other features included in Coda are the Snippet Manager, the Live Preview feature, the Quick Look feature, the history pane, the FTP window, the bookmark pane and the editor window that enables you to code, preview and publish your work.
Apptivo
Apptivo is a CRM software designed to help small businesses manage their customers, leads, tasks, projects, inventory, orders and invoices. The application comes with a dashboard where you can see all your data at a glance. You can create lists by applying filters or using search options to view specific items. The application also comes with a client area where you can access information about all your clients. Apptivo allows you to manage your contacts by adding photo galleries, notes and tasks. What’s more, the application lets you create quotes, orders and invoices which you can send via e-mail or print them. Apptivo also comes with time tracking functionality which gives you complete visibility over your time spent on projects.
Integration of Coda and Apptivo
Integrating Coda and Apptivo is very simple. Both applications support WebDAV protocp so there is no need to install any additional software on your computer. All you have to do is select New > Project from the Coda menu bar and select WebDAV from the list of available protocps. Next, enter your connection details and click Save. On MacOS X 10.8 this will create a fpder called ‘Coda Sites’ in your home directory. This fpder includes default files such as .htaccess and index.html files. You can now open this fpder in Finder and copy/paste files from Coda directly to the site root fpder of your project in Apptivo. To be able to see changes made in Coda instantly in Apptivo use the Live Preview feature of Coda.
Benefits of Integration of Coda and Apptivo
Using both applications together makes it easy for you to build websites fast and effectively. For example, if you choose to use Apptivo as your CRM software and Coda as your website builder, you won’t have to switch between applications anymore because they both offer integration features that enable you to work on different aspects of your business at the same time. Also integrating these two applications will help you save time because you won’t have to constantly switch between them every time you want to move something from one place to another or when you want to change something on your website or on a client’s record in Apptivo.
The process to integrate Coda and Apptivo 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.
