Apptivo
Cloud CRM and business apps suite with contacts, opportunities, estimates and invoices.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key
- Docs
- Apptivo API docs
02Data
What you can sync.
- Contacts
- Customers
- Opportunities
- Leads
- Estimates
Join Apptivo contacts with billing, support and product usage to see each account in full.
Need more? Name any other Apptivo data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
Apptivo uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Apptivo if you need help.
04How it works
How it works in DataMind.
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Pick Apptivo.
Open Lake, pick Apptivo in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Apptivo API docs.
-
Answer a few questions.
The AI reads the Apptivo documentation, then asks which credentials you will use, which data to sync (for example contacts and customers), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Apptivo data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
