?>

Plaid + Apptivo Integrations

Appy Pie Connect allows you to automate multiple workflows between Plaid and Apptivo

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

About Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.

Apptivo Integrations

Best ways to Integrate Plaid + Apptivo

  • Plaid Gmail

    Apptivo + Gmail

    Create Draft to Gmail from New Lead in apptivo Read More...
    Close
    When this happens...
    Plaid New Lead
     
    Then do this...
    Gmail Create Draft
  • Plaid Gmail

    Apptivo + Gmail

    Send Email in Gmail when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Plaid New Lead
     
    Then do this...
    Gmail Send Email
  • Plaid Gmail

    Apptivo + Gmail

    Create Label to Gmail from New Lead in apptivo Read More...
    Close
    When this happens...
    Plaid New Lead
     
    Then do this...
    Gmail Create Label
  • Plaid Google Sheets

    Apptivo + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Lead in apptivo Read More...
    Close
    When this happens...
    Plaid New Lead
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • Plaid Google Sheets

    Apptivo + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Plaid New Lead
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • Plaid {{item.actionAppName}}

    Plaid + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Plaid + Apptivo in easier way

It's easy to connect Plaid + Apptivo without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Plaid & Apptivo Integrations Work

  1. Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Apptivo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Plaid to Apptivo.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.