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Required Credentials of a Linked Account

To successfully connect with the Apptivo integration, a Linked Account or an end-user will need to provide the following to connect:

1. API Key
2. Access Key

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Getting Credentials of Apptivo CRM

To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below:

1. Log in to your Apptivo CRM account.
2. Click on the Profile icon in the top right and click on Business Settings.

3. Click on API Access in the side menu and copy the API Key and Access Key displayed.

The Linked Account or end-user now have all the credentials required to connect with Apptivo CRM.

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Actions and triggers

In Cobalt, you can create orchestrations of your use-cases using Apptivo actions and triggers. Following are the set of Apptivo actions and triggers supported by Cobalt.