Apptivo + PlatoForms Integration

Connect Apptivo to PlatoForms in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • PlatoForms
    New submission in PlatoForms Instant
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2.

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Ready Workflows Ready Workflows   for Apptivo + PlatoForms Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
PlatoForms + Apptivo Integration

Create Apptivo contact for new PlatoForms response

When someone completes your PlatoForms, a new contact is automatically created in your Apptivo. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the PlatoForms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a PlatoForms - Apptivo integration set up makes it easy to manage your customer relationships and grow your business.
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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Apptivo Automations from
Integrately Community

Just click on the workflow you want to automate

Stripe logo
Apptivo logo
Create Apptivo contact for new Stripe contact
Activate
Google Sheets logo
Apptivo logo
Create Apptivo contact for new Google Sheets row
CompanyHub logo
Apptivo logo
Create Apptivo contact for new CompanyHub record
Salesforce logo
Apptivo logo
Create Apptivo contact for new Salesforce record
Airtable logo
Apptivo logo
Create Apptivo contact for new Airtable record
Stripe logo
Apptivo logo
Create Apptivo contact for new Stripe contact
Activate
Google Sheets logo
Apptivo logo
Create Apptivo contact for new Google Sheets row
CompanyHub logo
Apptivo logo
Create Apptivo contact for new CompanyHub record
Salesforce logo
Apptivo logo
Create Apptivo contact for new Salesforce record
Airtable logo
Apptivo logo
Create Apptivo contact for new Airtable record
Apptivo logo
SmartSuite logo
Create SmartSuite row for new Apptivo contact
Apptivo logo
SureCart logo
Create SureCart contact for new Apptivo contact
Apptivo logo
Shoprocket logo
Create Shoprocket customer for new Apptivo contact
sevDesk logo
Apptivo logo
Create Apptivo contact for new sevDesk contact
Apptivo logo
DaySchedule logo
Create DaySchedule event for new Apptivo contact
Apptivo logo
SmartSuite logo
Create SmartSuite row for new Apptivo contact
Apptivo logo
SureCart logo
Create SureCart contact for new Apptivo contact
Apptivo logo
Shoprocket logo
Create Shoprocket customer for new Apptivo contact
sevDesk logo
Apptivo logo
Create Apptivo contact for new sevDesk contact
Apptivo logo
DaySchedule logo
Create DaySchedule event for new Apptivo contact

Top 10 Most Popular PlatoForms Automations from
Integrately Community

Most popularmost-popular-automations
01
PlatoForms logo
Microsoft Excel logo
Create Microsoft Excel row for new PlatoForms response
02
PlatoForms logo
MessageBird logo
Send MessageBird message for new PlatoForms response
03
PlatoForms logo
ClickSend SMS logo
Send ClickSend SMS message for new PlatoForms response
04
PlatoForms logo
Twilio logo
Send Twilio sms for new PlatoForms response
05
PlatoForms logo
SendGrid logo
Send SendGrid email for new PlatoForms response
cloud
PlatoForms
app integration
06
PlatoForms logo
Telnyx logo
Send Telnyx message for new PlatoForms response
07
PlatoForms logo
SMS Idea logo
Send SMS Idea message for new PlatoForms response
08
PlatoForms logo
sms77 logo
Send sms77 message for new PlatoForms response
09
PlatoForms logo
Burst SMS logo
Send Burst SMS message for new PlatoForms response
10
PlatoForms logo
Postmark logo
Send Postmark message for new PlatoForms response
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Apptivo or PlatoForms With 1400+ Other Apps

Apptivo
Apptivo
Apptivo is a comprehensive cloud suite for businesses, offering integrated CRM, project management, invoicing, and more. It helps you streamline operations, connect with your favorite services, and enjoy superior support.
PlatoForms
PlatoForms
PlatoForms is a cloud service that converts your PDF forms to interactive web forms. It's simple and easy to use, and it works with both Google Chrome and Firefox.