Order Desk + Apptivo Integration

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Popular Order Desk + Apptivo Workflows

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Order Desk + Apptivo Integration

Create Apptivo contact from new Order Desk order

As an online store owner, you're likely using Order Desk to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Order Desk with Apptivo? This integration will allow you to automatically create a contact for each new order in Apptivo.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Create Your Own Order Desk & Apptivo Integration Without Any Code

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Order Desk + Apptivo Integration
1.
  • Order Desk
    Order is created in Order Desk
  • Order Desk
    Order folder is changed in Order Desk
  • Apptivo
    Case is created in Apptivo Instant
  • Apptivo
    Case is updated in Apptivo Instant
  • Apptivo
    Case is deleted in Apptivo Instant
  • Apptivo
    Contact is created in Apptivo Instant
  • Apptivo
    Contact is updated in Apptivo Instant
  • Apptivo
    Opportunity is created in Apptivo Instant
  • Apptivo
    Opportunity is updated in Apptivo Instant
  • Apptivo
    Opportunity is deleted in Apptivo Instant
  • Apptivo
    Customer is created in Apptivo Instant
  • Apptivo
    Customer is updated in Apptivo Instant
  • Apptivo
    Customer is deleted in Apptivo Instant
  • Apptivo
    Contact is deleted in Apptivo Instant
  • Apptivo
    Project is created in Apptivo Instant
  • Apptivo
    Project is updated in Apptivo Instant
  • Apptivo
    Project is deleted in Apptivo Instant
  • Apptivo
    Lead is created in Apptivo Instant
  • Apptivo
    Lead is updated in Apptivo Instant
  • Apptivo
    Lead is deleted in Apptivo Instant
2.
  • Order Desk
    Create order in Order Desk
  • Order Desk
    Add note to order in Order Desk
  • Order Desk
    Set the checkout data or metadata of an order in Order Desk
  • Order Desk
    Add shipment to order in Order Desk
  • Order Desk
    Change order folder in Order Desk
  • Order Desk
    Change order tag in Order Desk
  • Apptivo
    Create contact in Apptivo
  • Apptivo
    Search contact in Apptivo
  • Apptivo
    Create lead in Apptivo
  • Apptivo
    Search lead by email in Apptivo
  • Apptivo
    Create customer in Apptivo
  • Apptivo
    Create opportunity in Apptivo
  • Apptivo
    Search customer by customer number in Apptivo
  • Apptivo
    Search opportunity by name in Apptivo
  • Apptivo
    Search case by Email in Apptivo
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