Overview

Apptivo is a cloud-based business management suite offering CRM, project management, invoicing, and other tools designed for small to mid-sized businesses to manage customers and operations in one place. Persona's Apptivo integration enables automated contact and opportunity management directly from your workflows — creating and updating records with identity-verified data so your sales and operations teams always have accurate, current information.

Benefits

Eliminate Manual Data Entry: Automatically create or update Apptivo contact and opportunity records when Persona completes an identity check, removing duplicate data entry between your identity and CRM platforms.

Accelerate Sales Pipeline: Create Apptivo opportunities automatically when a high-value user passes verification, ensuring verified leads enter the pipeline immediately without manual handoff.

Keep CRM Records Accurate: Populate Apptivo with structured, verified data — name, email, phone, address, job title, and custom attributes — sourced from Persona rather than self-reported forms.

Support SMB Compliance Workflows: For small and mid-sized businesses using Apptivo as their primary CRM, this integration ensures compliance and identity review outcomes are reflected in customer records without additional tools.

Search Before You Create: Use the List Contacts and List Opportunities actions with advanced filters to check for existing records before creating new ones, keeping your CRM clean.

Integration Features

Persona's Apptivo integration enables automation across contact and opportunity management workflows. Key capabilities include:

• List / Get Contacts: Search contacts with advanced filters and retrieve individual contact details.
• Create / Update Contact: Add and update contact records with full field support.
• List / Get Opportunities: Search opportunities with advanced filters and retrieve individual opportunity details.
• Create / Update Opportunity: Add and update opportunity records linked to contacts or accounts.

Setting up the Apptivo integration

Prerequisites

To set up the Apptivo integration, ensure you have:

• An Apptivo account with CRM access
• An Apptivo API key and Access key (found in Settings > API & Webhooks in your Apptivo account)

Setting up the Apptivo credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on Apptivo.
2. Click on Add Credential at the top of the page.
3. Enter a Nickname for Credential in the modal, along with your Apptivo API key and Access key, and click Continue.
4. Once complete, the credential will appear in Persona and can be selected in workflows.

Using the Apptivo integration in a workflow

1. Create a new workflow, or open an existing workflow you'd like to update.
2. Add a new action step > Integrations.
3. Select the Apptivo integration and choose your Apptivo credential.
4. Select the operation you want to run and map Persona data into the input fields.
5. Save and publish the workflow.

Apptivo Operations Overview

Persona supports multiple Apptivo API operations for managing contacts and opportunities within your CRM. These actions allow you to automate record creation, updates, and lookups, ensuring your Apptivo data stays current based on Persona identity events.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the Apptivo integration:

List Contacts

Search and return contacts from Apptivo using advanced filters with configurable pagination, sorting, and multi-select criteria.

Configuration Steps:

• No required fields.
• Optionally add:
  • Search criteria (field filters)
  • Page number
  • Page size
  • Sort field
  • Sort direction

Create Contact

Create a new contact in Apptivo with name, contact details, and custom attributes.

Configuration Steps:

• Provide values for required fields:
  • First Name or Last Name (at minimum one is required)
• Optionally add:
  • First Name
  • Last Name
  • Email
  • Phone
  • Address (street, city, state, postal code, country)
  • Job Title
  • Company
  • Custom Attributes

Get Contact

Retrieve the full details of a specific contact by Apptivo contact ID.

Configuration Steps:

• Provide values for required fields:
  • Contact ID

Update Contact

Update an existing contact's fields including name, email, phone, address, and custom attributes.

Configuration Steps:

• Provide values for required fields:
  • Contact ID
• Optionally add:
  • All writable contact fields (name, email, phone, address, job title, custom attributes)

List Opportunities

Search and return sales opportunities using advanced filters with configurable pagination and sorting.

Configuration Steps:

• No required fields.
• Optionally add:
  • Search criteria (field filters)
  • Page number
  • Page size
  • Sort field
  • Sort direction

Create Opportunity

Create a new sales opportunity in Apptivo, optionally linked to a contact or account.

Configuration Steps:

• Provide values for required fields:
  • Opportunity Name
• Optionally add:
  • Contact ID
  • Account ID
  • Stage
  • Close Date
  • Amount
  • Description

Get Opportunity

Retrieve the full details of a specific opportunity by ID.

Configuration Steps:

• Provide values for required fields:
  • Opportunity ID

Update Opportunity

Update an existing opportunity's fields including name, stage, amount, close date, and associated contact.

Configuration Steps:

• Provide values for required fields:
  • Opportunity ID
• Optionally add:
  • All writable opportunity fields (name, stage, amount, close date, associated contact)

FAQs

Can I create both a contact and an opportunity in the same Persona workflow?

Yes. Add two Action steps: one for Create Contact and one for Create Opportunity. Use the contact ID returned from the first step to link the opportunity to the contact.

Can I manage Apptivo cases or invoices from Persona?

The current integration supports contacts and opportunities. Cases, invoices, and other Apptivo apps are not supported at this time.