Apptivo is an API Key based integration and does not require the setup of an app.

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Required Credentials of a Linked Account

To successfully connect with the Apptivo integration, a Linked Account or an end-user will need to provide the following to connect:
  1. API Key
  2. Access Key
To understand how a Linked Account can get the above mentioned credentials, refer below.

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Getting Credentials of Apptivo CRM

To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below: Connect a Linked Account
  1. Log in to your Apptivo CRM account.
  2. Click on the Profile icon in the top right and click on Business Settings.
Navigation in Apptivo CRM
  1. Click on API Access in the side menu and copy the API Key and Access Key displayed.
Getting Credentials The Linked Account or end-user now have all the credentials required to connect with Apptivo CRM.

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Actions and triggers

In Cobalt, you can create orchestrations of your use-cases using Apptivo actions and triggers. Following are the set of Apptivo actions and triggers supported by Cobalt.
  1. Create Case - Create a new case in Apptivo.
  2. Update Case - Update a case in Apptivo.
  3. Delete Case - Delete a case in Apptivo.
  1. Create Contact - Create a new Contact in Apptivo.
  2. Update Contact - Update a Contact in Apptivo.
  3. Delete Contact - Delete a Contact in Apptivo.
  1. Create Customer - Create a new customer in Apptivo.
  2. Update Customer - Update a customer in Apptivo.
  3. Delete Customer - Delete a customer in Apptivo.
  1. Create Lead - Create a new lead in Apptivo.
  2. Update Lead - Update a lead in Apptivo.
  3. Delete Lead - Delete a lead in Apptivo.
  1. Create Opportunity - Create a new opportunity in Apptivo.
  2. Update Opportunity - Update a opportunity in Apptivo.
  3. Delete Opportunity - Delete a opportunity in Apptivo.
  1. HTTP Request - Make HTTP API calls to any Apptivo documented REST APIs.