> ## Documentation Index
> Fetch the complete documentation index at: https://docs.refold.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect

> Connect with the Linked Account's Apptivo account.

<Note>
  Apptivo is an **API Key** based integration and does not require the setup of an app.
</Note>

### 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

<Info>
  To understand how a Linked Account can get the above mentioned credentials, refer below.
</Info>

### Getting Credentials of Apptivo CRM

To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below:

<img height="200" src="https://mintcdn.com/cobalt-55/USIhqTKu3QZXm8QM/images/Apptivo/apptivo_config.png?fit=max&auto=format&n=USIhqTKu3QZXm8QM&q=85&s=895123df452d5182beabeba0d59bbcdf" alt="Connect a Linked Account" data-path="images/Apptivo/apptivo_config.png" />

1. Log in to your [Apptivo CRM account](https://app.apptivo.com/app).
2. Click on the `Profile` icon in the top right and click on `Business Settings`.

<img height="200" src="https://mintcdn.com/cobalt-55/USIhqTKu3QZXm8QM/images/Apptivo/apptivo_navigation.png?fit=max&auto=format&n=USIhqTKu3QZXm8QM&q=85&s=39cf801dc73920ab4ffaa3d96a5379e2" alt="Navigation in Apptivo CRM" data-path="images/Apptivo/apptivo_navigation.png" />

3. Click on `API Access` in the side menu and copy the `API Key` and `Access Key` displayed.

<img height="200" src="https://mintcdn.com/cobalt-55/USIhqTKu3QZXm8QM/images/Apptivo/apptivo_credentials.png?fit=max&auto=format&n=USIhqTKu3QZXm8QM&q=85&s=4509e339137ea410dbc3bc9dc280d785" alt="Getting Credentials" data-path="images/Apptivo/apptivo_credentials.png" />

The Linked Account or end-user now have all the credentials required to connect with Apptivo CRM.

#### Actions and triggers

In Refold, you can create orchestrations of your use-cases using Apptivo actions and triggers. Following are the set of Apptivo actions and triggers
supported by Refold.

<Tabs>
  <Tab title="Actions">
    <AccordionGroup>
      <Accordion title="Case">
        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.
      </Accordion>

      <Accordion title="Contact">
        4. **Create Contact** - Create a new Contact in Apptivo.
        5. **Update Contact** - Update a Contact in Apptivo.
        6. **Delete Contact** - Delete a Contact in Apptivo.
      </Accordion>

      <Accordion title="Customer">
        7. **Create Customer** - Create a new customer in Apptivo.
        8. **Update Customer** - Update a customer in Apptivo.
        9. **Delete Customer** - Delete a customer in Apptivo.
      </Accordion>

      <Accordion title="Lead">
        10. **Create Lead** - Create a new lead in Apptivo.
        11. **Update Lead** - Update a lead in Apptivo.
        12. **Delete Lead** - Delete a lead in Apptivo.
      </Accordion>

      <Accordion title="Opportunity">
        13. **Create Opportunity** - Create a new opportunity in Apptivo.
        14. **Update Opportunity** - Update a opportunity in Apptivo.
        15. **Delete Opportunity** - Delete a opportunity in Apptivo.
      </Accordion>

      <Accordion title="Others">
        16. **HTTP Request** - Make HTTP API calls to any Apptivo documented REST APIs.
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Triggers">
    There are no triggers in this application.
  </Tab>
</Tabs>