Apptivo + Flowlu Integration

Q: Can I automatically create Flowlu tasks from Apptivo leads?

Yes, you can automatically create Flowlu tasks whenever a new lead or contact is created in Apptivo using 1-click ready automations.

Q: Can I connect Apptivo, Flowlu, and Slack?

You can connect Apptivo, Flowlu, and Slack together in a multi-step workflow. Sync your data and notify your team on Slack and 1,500+ other apps.

Q: What is a good Zapier alternative for Apptivo and Flowlu?

Most alternatives lack the ease and speed of Integrately, which offers 20 million+ templates, 24/5 live chat support, and 42,000+ active users.

Q: How are contacts and customers handled between Apptivo and Flowlu?

You can sync contacts and customers automatically between Apptivo and Flowlu. There are ready templates available for instant setup.

Q: Can Flowlu project updates sync back to Apptivo?

You can track projects and update records across both platforms using automated workflows and custom triggers.

Q: Do I need coding skills to set up this integration?

No coding skills are required to connect Apptivo and Flowlu. You can use ready templates or ask Integrately AI to build the workflow for you.

Q: Is the Apptivo and Flowlu integration free?

The Apptivo and Flowlu integration includes a free forever plan available on Integrately so you can start automating immediately.

Integrate Apptivo to Flowlu in one click, or tell Integrately AI how you want each lead handled. Capture new leads, create tasks and projects, update your CRM records, and alert your team automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Case is created in Apptivo Instant
Case is updated in Apptivo Instant
Case is deleted in Apptivo Instant
Contact is created in Apptivo Instant
Contact is updated in Apptivo Instant
Opportunity is created in Apptivo Instant
Opportunity is updated in Apptivo Instant
Opportunity is deleted in Apptivo Instant
Customer is created in Apptivo Instant
Customer is updated in Apptivo Instant
Customer is deleted in Apptivo Instant
Contact is deleted in Apptivo Instant
Project is created in Apptivo Instant
Project is updated in Apptivo Instant
Project is deleted in Apptivo Instant
Lead is created in Apptivo Instant
Lead is updated in Apptivo Instant
Lead is deleted in Apptivo Instant
Task is created in Flowlu Instant
Task is updated in Flowlu Instant
Task list is created in Flowlu Instant
Task is deleted in Flowlu Instant
Task list is updated in Flowlu Instant
Task list is deleted in Flowlu Instant
Task follower is created in Flowlu Instant
Task follower is deleted in Flowlu Instant
Opportunity is created in Flowlu Instant
Opportunity is updated in Flowlu Instant
CRM Account is created in Flowlu Instant
CRM Account is updated in Flowlu Instant
CRM Account is deleted in Flowlu Instant
Project is created in Flowlu Instant
Project is updated in Flowlu Instant
Project is deleted in Flowlu Instant
Invoice is created in Flowlu Instant
Invoice is updated in Flowlu Instant
Organization is created in Flowlu Instant
Organization is updated in Flowlu Instant
Product is created in Flowlu Instant
Product is updated in Flowlu Instant
Product is deleted in Flowlu Instant
Estimate is updated in Flowlu Instant
Estimate is created in Flowlu Instant

Create contact in Apptivo
Search contact in Apptivo
Create lead in Apptivo
Search lead by email in Apptivo
Create customer in Apptivo
Create opportunity in Apptivo
Search customer by customer number in Apptivo
Search opportunity by name in Apptivo
Search case by Email in Apptivo
Search opportunity source in Flowlu
Create invoice item in Flowlu
Create task in Flowlu
Update task in Flowlu
Search task in Flowlu
Delete task in Flowlu
Search core user in Flowlu
Create opportunity in Flowlu
Update opportunity in Flowlu
Search opportunity in Flowlu
Add email to CRM account in Flowlu
Search CRM account in Flowlu
Get CRM account by id in Flowlu
Search contact in Flowlu
Search email in Flowlu
Search organization in Flowlu
Delete opportunity in Flowlu
Update email to CRM account in Flowlu
Delete email from CRM account in Flowlu
Get email by id in Flowlu
Get project by id in Flowlu
Get task by id in Flowlu
Get opportunity by id in Flowlu
Delete CRM account in Flowlu
Create contact in Flowlu
Update contact in Flowlu
Create project in Flowlu
Update project in Flowlu
Search project in Flowlu
Delete project in Flowlu
Create organization in Flowlu
Update organization in Flowlu
Create estimate in Flowlu
Add Tag to CRM account in Flowlu
Add Tag to Agile issue in Flowlu
Create invoices in Flowlu

Trusted by experts at...

Ready Workflows for Apptivo + Flowlu Integration

Capture leads, create tasks, keep projects updated, alert your team, and send follow-ups, all in just one click.

Create Flowlu task for updated Apptivo contact

Apptivo + Flowlu Integration

Activate

Create Flowlu contact for new Apptivo contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Apptivo - Flowlu integration, anytime a new Apptivo contact is created, an Flowlu contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

Create Flowlu task for new Apptivo contact

Apptivo and Flowlu are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Apptivo, do you also create a task in Flowlu? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Activate

When Lead is created in Apptivo > Check any condition > Create task in Flowlu

Apptivo + Flowlu Integration

Activate

When Lead is created in Apptivo > Check condition > Create contact in Flowlu

Apptivo + Flowlu Integration

Activate

Create Flowlu contact when Apptivo contact is updated

Apptivo + Flowlu Integration

Activate

Create Apptivo contact for new Flowlu task

Flowlu + Apptivo Integration

Activate

1of1

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Connect more apps to your Apptivo + Flowlu flow

Pass customer records into your accounting software, notify your team, and log files automatically. Pick a combination and activate it in one click.

Stripe (3)

Gmail (3)

Slack (3)

Trello (3)

Google Drive (3)

QuickBooks Online (3)

Add every new Apptivo contact to Stripe as a customer, and create the matching contact in Flowlu.

New Apptivo contacts automatically become Stripe customers and Flowlu contacts within seconds.

When an Apptivo customer is created, create a customer in Stripe and an organization in Flowlu.

Apptivo customers instantly sync to Stripe and Flowlu without manual copying.

When an Apptivo project is created, create a customer in Stripe and a project in Flowlu.

New projects in Apptivo trigger billing setup in Stripe and project workspace creation in Flowlu.

Send a welcome email in Gmail for every new Apptivo contact, and create the contact in Flowlu.

New contacts receive an immediate welcome email and are logged in Flowlu automatically.

When an Apptivo lead is created, notify the sales team in Gmail and create a task in Flowlu.

Sales teams get instant email notifications and actionable tasks when new leads arrive.

When an Apptivo opportunity is created, send an email alert in Gmail and create an opportunity in Flowlu.

New deals trigger email alerts and pipeline records in your workspace instantly.

Notify your team in Slack when a new Apptivo opportunity is created, and create it in Flowlu.

New pipeline opportunities appear in Slack and Flowlu instantly for team alignment.

When an Apptivo project is created, post an alert in Slack and create a project in Flowlu.

Project kickoffs are announced in Slack and initialized in Flowlu simultaneously.

When an Apptivo case is created, alert your support channel in Slack and create a task in Flowlu.

Support cases trigger instant Slack alerts and triage tasks in Flowlu.

Create a Trello card for every new Apptivo project, and create the project in Flowlu.

New projects generate Trello task cards and Flowlu project workspaces automatically.

When an Apptivo lead is created, create a Trello card and create a task in Flowlu.

Leads populate Trello boards and Flowlu task lists the moment they arrive.

When an Apptivo case is created, create a Trello card and create a task in Flowlu.

Customer support cases appear as Trello cards and Flowlu tasks instantly.

Upload files to Google Drive for every new Apptivo customer, and create an organization in Flowlu.

Customer document folders and Flowlu organization records are created automatically.

When an Apptivo project is created, upload project files to Google Drive and create a project in Flowlu.

Project folders in Google Drive and Flowlu workspaces initialize together.

When an Apptivo contact is created, upload contact records to Google Drive and create a contact in Flowlu.

Contact backups in Google Drive and Flowlu records are updated automatically.

Create a QuickBooks Online customer for every new Apptivo customer, and create an organization in Flowlu.

New Apptivo customers are registered in QuickBooks Online and Flowlu instantly.

When an Apptivo contact is created, create a customer in QuickBooks Online and a contact in Flowlu.

Contact records flow into QuickBooks Online and Flowlu without manual data entry.

When an Apptivo project is created, create a customer in QuickBooks Online and a project in Flowlu.

New projects trigger QuickBooks billing accounts and Flowlu workspaces instantly.

Supported triggers and actions for Apptivo and Flowlu

Mix and match to build the exact automation you need

Apptivo Triggers & Actions

Instant

Case is created in Apptivo

Triggers the automation when a new case is created

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Instant

Case is updated in Apptivo

Triggers the automation when any case is updated

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Instant

Case is deleted in Apptivo

Triggers the automation when any case is deleted

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Instant

Contact is created in Apptivo

Triggers the automation when a new contact is created

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Instant

Contact is updated in Apptivo

Triggers the automation when a contact is updated

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Instant

Opportunity is created in Apptivo

Triggers the automation when any opportunity is updated

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Instant

Opportunity is updated in Apptivo

Triggers the automation when any opportunity is updated

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Instant

Opportunity is deleted in Apptivo

Triggers the automation when any opportunity is deleted

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Instant

Customer is created in Apptivo

Triggers the automation when a new customer is created

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Instant

Customer is updated in Apptivo

Triggers the automation when customer details are updated

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Instant

Customer is deleted in Apptivo

Triggers the automation when a customer is removed from the database

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Instant

Contact is deleted in Apptivo

Triggers the automation when a contact is removed from the particular list

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Instant

Project is created in Apptivo

Triggers the automation when a new project is created

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Instant

Project is updated in Apptivo

Triggers the automation when a project is updated

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Instant

Project is deleted in Apptivo

Triggers the automation when a project is deleted

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Instant

Lead is created in Apptivo

Triggers the automation when a new lead is created

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Instant

Lead is updated in Apptivo

Triggers the automation when the lead information is updated

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Instant

Lead is deleted in Apptivo

Triggers the automation when a lead is removed from the system

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Flowlu Triggers & Actions

Instant

Task is created in Flowlu

Triggers the automation when a new task is created

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Instant

Task is updated in Flowlu

Triggers the automation when any task is updated

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Instant

Task list is created in Flowlu

Triggers the automation when a new task list is created

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Instant

Task is deleted in Flowlu

Triggers the automation when a task is deleted

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Instant

Task list is updated in Flowlu

Triggers the automation when a task list is updated

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Instant

Task list is deleted in Flowlu

Triggers the automation when a task list is deleted

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Instant

Task follower is created in Flowlu

Triggers the automation when a new follower is added to the task

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Instant

Task follower is deleted in Flowlu

Triggers the automation when a task follower is removed from a particular task

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Instant

Opportunity is created in Flowlu

Triggers the automation when any opportunity is updated

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Instant

Opportunity is updated in Flowlu

Triggers the automation when any opportunity is updated

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Instant

CRM Account is created in Flowlu

Triggers the automation when a new CRM Account is created

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Instant

CRM Account is updated in Flowlu

Triggers the automation when a CRM Account is updated

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Instant

CRM Account is deleted in Flowlu

Triggers the automation when a CRM Account is deleted

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Instant

Project is created in Flowlu

Triggers the automation when a new project is created

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Instant

Project is updated in Flowlu

Triggers the automation when a project is updated

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Instant

Project is deleted in Flowlu

Triggers the automation when a project is deleted

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Instant

Invoice is created in Flowlu

Triggers the automation when any invoice is added or modified

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Instant

Invoice is updated in Flowlu

Triggers the automation when an invoice is updated

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Instant

Organization is created in Flowlu

Triggers the automation when a new organization is created

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Instant

Organization is updated in Flowlu

Triggers the automation when any organization's profile is modified

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Instant

Product is created in Flowlu

Triggers the automation when a new product is created

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Instant

Product is updated in Flowlu

Triggers the automation when a product is updated

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Instant

Product is deleted in Flowlu

Triggers the automation when a product is deleted

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Instant

Estimate is updated in Flowlu

Triggers the automation when any estimate is modified

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Instant

Estimate is created in Flowlu

Triggers the automation when a new estimate is created

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Search opportunity source in Flowlu

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Create invoice item in Flowlu

Generates and add a new item to an invoice

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Create task in Flowlu

Creates a new task

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Update task in Flowlu

Updates the task with new information or changes

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Search task in Flowlu

Searches for a task

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Delete task in Flowlu

Removes a particular task

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Search core user in Flowlu

Searches for a core user

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Create opportunity in Flowlu

Creates a new instance of the support system

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Update opportunity in Flowlu

Updates the opportunity details as needed

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Search opportunity in Flowlu

Searches for a opportunity

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Add email to CRM account in Flowlu

Adds new email addresses to the crm account for streamlined contact management

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Search CRM account in Flowlu

Searches for a crm account

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Get CRM account by id in Flowlu

Retrieve a crm account by its id

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Search contact in Flowlu

Finds and retrieves contact information

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Search email in Flowlu

Scan email inbox for keywords or sender

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Search organization in Flowlu

Finds and retrieves information about a organization

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Delete opportunity in Flowlu

Removes a opportunity from the system

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Update email to CRM account in Flowlu

Updates an email to a crm account

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Delete email from CRM account in Flowlu

Deletes the selected email from the crm account

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Get email by id in Flowlu

Retrieves an email by its id

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Get project by id in Flowlu

Retrieves project information using the project id

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Get task by id in Flowlu

Retrieves a task using its id

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Get opportunity by id in Flowlu

Retrieves a opportunity's details by its id

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Delete CRM account in Flowlu

Removes a contact from the crm

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Create contact in Flowlu

Adds a new contact to the database

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Update contact in Flowlu

Updates contact information with new details

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Create project in Flowlu

Creates a new project

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Update project in Flowlu

Updates project information

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Search project in Flowlu

Searches for a project

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Delete project in Flowlu

Removes a project from the system

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Create organization in Flowlu

Generates a new invoice

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Update organization in Flowlu

Updates organization information

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Create estimate in Flowlu

Adds a new contact to the contact list

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Add Tag to CRM account in Flowlu

Categorize crm account with relevant tag

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Add Tag to Agile issue in Flowlu

Assigns tags to agilecrm issues for better organization and tracking

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Create invoices in Flowlu

Generates invoices and send them to clients

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What can you automate with Apptivo + Flowlu?

Streamline your operations by connecting Apptivo and Flowlu to handle leads, tasks, projects, and invoices automatically.

Get Started For Free

📁

Create Flowlu projects from Apptivo projects automatically

Whenever a new project is created in Apptivo, automatically generate the corresponding project in Flowlu to keep your digital workplace in sync with your CRM operations.

📋

Capture every submitted field without manual data re-entry

Map all custom fields, contact details, and descriptions from Apptivo directly into Flowlu instead of just copying names and emails.

🔔

Alert your team instantly when new opportunities arrive

Notify team members immediately in Slack or via email the moment a high-value opportunity or lead is logged in Apptivo.

🔀

Route leads and tasks based on submitted criteria

Direct enterprise inquiries to senior team members while routing standard requests to general task lists based on deal size or category.

🔄

Keep project statuses updated across both platforms

Automatically propagate updates made to tasks and milestones from Flowlu back into your Apptivo project records in real time.

🔍

Prevent duplicates with intelligent search and upsert logic

Search existing records before creating new entries so contacts, leads, and organizations remain clean and deduplicated.

💳

Automate workflows when invoices or estimates change

Trigger follow-up tasks or update customer records in Apptivo whenever an invoice or estimate is updated in Flowlu.

⚡

Extend your workflow with Gmail or Slack notifications

Combine Apptivo and Flowlu with Gmail or Slack to notify stakeholders and send automated customer communications as work progresses.

And much more...

Who is Apptivo + Flowlu integration for?

Connecting Apptivo and Flowlu eliminates manual data entry between your sales suite and digital workplace, helping teams move faster and stay aligned.

Operations managers

Sales team leads

Client success directors

High-growth agency owners

Project coordinators

Account managers

📈

Operations managers

You report on this and decide from it, but the numbers are always stale because client details sit trapped in your CRM instead of flowing to your workspace — with this integration, every new record updates instantly and your management dashboard stays current.

⚡

Sales team leads

You need to act fast on new deals, and you find out too late when pipeline updates require manual copying between systems — this integration means every new opportunity appears in your workspace the moment it lands, so your team can follow up immediately.

🤝

Client success directors

You answer to a client or an outside party who wants to see progress, but tracking deliverables across disconnected platforms leads to missed updates — automating both apps means every project status syncs automatically and clients always see accurate progress.

🚀

High-growth agency owners

The volume is too high for anyone to keep up by hand as new client accounts and projects pour in daily, causing bottlenecks in your delivery workflow — connecting these apps means client onboarding runs without manual intervention.

🎯

Project coordinators

You own the next step and depend on someone upstream to hand it over, but communication delays leave your team waiting for project briefs — this integration means project creation triggers downstream tasks instantly.

🗂️

Account managers

You need a reliable history and keep finding gaps in it because notes and contacts get lost between customer management and task tools — automating both apps means every interaction and record is logged uniformly.

Try This Integration – No Code Needed

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