Integrating SMS By Automate with Apptivo by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between SMS By Automate and Apptivo

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About SMS By Automate

SMS By Automate is our own communication platform that enables you to send SMS/text messages to a group of contacts in one go. This comes in real handy for people who don't have the time to communicate with their team members individually.

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.

Integrations for Apptivo
Connect SMS By Automate + Apptivo in easier way

It's easy to connect SMS By Automate + Apptivo 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.

  • Updated Contact

    Trigger when any contact update.

  • Actions
  • Send SMS Message

    Send an SMS message to Selected Contacts

  • 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.

How SMS By Automate & Apptivo Integrations Work

  1. Step 1: Choose SMS By Automate as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Apptivo 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 SMS By Automate to Apptivo.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:40 am
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