🚀 Apptivo

Updated 7 days ago ​by Ives

GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

Apptivo is a free online all in-one cloud business app. CRM, Project Management, Invoicing and more. It offers ultimate flexibility, where you can select which apps fit your business needs most. With mobile accessibility, this is the ideal app for on the go teams.

Below you'll find detailed information, specifically for Apptivo integrations:

Supported Apptivo Integrations

Authorizing Apptivo

Note that we need API access for your account, which is only available to Apptivo Premium or Ultimate plan users, so NOT to Free plans!

For Apptivo, we need your API Key and Access Key.  Log in on the Apptivo website, go to your user menu (top right) → Business Settings → API Access, and copy & paste both the API Key and the Access Key into the PieSync authorization window.

If you already authorized Apptivo account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.

[IF] Supported Conditions/Filters

  • HAS/DOES NOT HAVE TAG
  • IN/NOT IN CATEGORY
  • BOUNCED/SUBSCRIBED STATUS
  • FIELD VALUES (INCLUDING CUSTOM FIELDS)
  • ALREADY EXISTING IN APP YOU SYNC WITH 

[THEN] Supported Actions

  • TAGGING
  • ADD TO/REMOVE FROM CATEGORY
  • UPDATE BOUNCED/SUBSCRIBED STATUS
  • UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Apptivo fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B

Customizable Field Mapping

You can custom map your Apptivo Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE

Additional Options

Syncing Unsubscribes/Deletions

In connections between certain apps and Apptivo, you are able to sync your Apptivo Unsubscribes one-way. When a contact gets unsubscribed in Apptivo, we add the tag 'PieSync Unsubscribes' to that same contact in the other app. You will be able to review this segment first before deleting or taking any other action in the other app too. 

Currently, there are no Apptivo integrations on the PieSync platform that support our Deletions sync.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to read our blog for the latest in productivity, apps, and technology!

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