Apptivo is a cloud-based business management suite that offers an integrated set of applications for CRM, sales pipeline management, invoicing, project management, and customer support, geared toward small and mid-sized businesses. The Apptivo REST API exposes core CRM objects — including customers, contacts, leads, opportunities, and cases — through HTTP endpoints that use JSON as the exchange format, enabling integrations to read CRM records into downstream warehouses and analytics tools and to programmatically create or remove records from upstream systems.
Power end-to-end data operations for your Apptivo API with Nexla. Our bi-directional Apptivo connector is purpose-built for Apptivo, making it simple to ingest data, sync it across systems, and deliver it anywhere — all with no coding required. Nexla turns API-sourced data into ready-to-use, reusable data products and makes it easy to send data to Apptivo or any other destination. With comprehensive monitoring, lineage tracking, and access controls, Nexla keeps your Apptivo workflows fast, secure, and fully governed.
Features
Type: API
SourceDestination
Seamless API Integration: Connect to any endpoint as source or destination without coding, with automatic data product creation
Visual Composition & Chaining: Build complex integrations using visual templates, chain API calls, and compose workflows with data validation and filtering
API Proxy: Expose curated slices of your data securely with a secure and customizable API proxy that validates and transforms data on the fly
Request optimization with intelligent batching, retry, and caching to minimize API calls and costs
The Apptivo Developer API authenticates every request with a pair of credentials — an API Key and an Access Key — that are passed alongside each call as URL parameters. Both values are tied to your Apptivo firm, and the API is available only on paid Apptivo subscription plans.
Before creating a credential in Nexla, sign in to Apptivo as a user with administrative access to the firm so that you can view and, if needed, regenerate these keys.
Both keys are generated automatically when a paid Apptivo subscription is provisioned and can be retrieved or regenerated from the Apptivo Business Settings.
Sign in to your Apptivo account at https://app.apptivo.com.
Hover over your name in the upper-right corner of the screen, and select Business Settings from the dropdown menu.
In the left-hand navigation panel, click API Access to open the API credentials page.
Copy the API Key value, and store it in a secure secret manager. This key identifies your Apptivo firm to the API.
Copy the Access Key value, and store it in a secure secret manager. This key is required alongside the API Key on every API request.
If a new pair of keys needs to be issued — for example, if the existing keys are believed to be compromised — click Regenerate on the API Access page to invalidate the current keys and generate new values. Any integrations that use the previous keys must be updated with the new values after regeneration.
The API Key and Access Key values grant full programmatic access to your Apptivo firm. Treat them like passwords — store them in a secure secret manager, never commit them to source control, and regenerate them immediately if you suspect they have been exposed.
After selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.
Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.
Enter your Apptivo API Key value in the API Key field. This is the value retrieved from Business Settings > API Access in Apptivo and is treated as a secret.
Enter your Apptivo Access Key value in the Access Key field. This is the second key retrieved from the API Access page and is required on every Apptivo API request alongside the API Key.
Both the API Key and Access Key must be from the same Apptivo firm. Mixing keys from different firms will cause authentication to fail when Nexla calls the Apptivo API.
Click the Save button at the bottom of the overlay. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation.
To create a new data flow, navigate to the Integrate section, and click the New Data Flow button. Select the Apptivo connector tile, then select the credential that will be used to connect to the Apptivo instance, and click Next; or, create a new Apptivo credential for use in this flow.
Nexla provides pre-built templates that can be used to rapidly configure data sources to ingest data from common Apptivo endpoints. Select the endpoint from which this source will fetch data from the Endpoint pulldown menu. Available endpoint templates are listed in the expandable boxes below.
List Customers
This endpoint retrieves all customer records from the Apptivo Customers app using the getAllCustomers action against the v6/customers endpoint. Use it to sync your full customer roster into a warehouse or downstream system, or to obtain customer IDs for use with related endpoints.
No configuration is required beyond selecting this endpoint. Nexla automatically paginates through the response using the Apptivo startIndex and numRecords parameters, fetching 100 records per page until the response is empty.
Apptivo customer records represent organizations or companies in your CRM. For the full set of customer attributes returned by this endpoint, see the Apptivo Customers API reference.
List Contacts
This endpoint retrieves all contact records from the Apptivo Contacts app using the getAllContacts action against the v6/contacts endpoint. Contacts in Apptivo represent individual people, typically associated with a customer organization. Use this endpoint to sync your contact list into a warehouse, a marketing platform, or another CRM.
No configuration is required beyond selecting this endpoint. Nexla automatically paginates through the response, fetching 100 records per page using the Apptivo startIndex and numRecords parameters until no further records are returned.
List Cases
This endpoint retrieves all case records from the Apptivo Cases app using the getAllCases action against the v6/cases endpoint. In Apptivo, a case represents a customer support ticket or service issue. Use this endpoint to sync support data into a reporting system or to feed downstream analytics.
No configuration is required beyond selecting this endpoint. The request runs as a single static call and returns the available cases for the firm.
For the full set of case attributes returned by this endpoint and details on related actions, see the Apptivo Cases API reference.
List Leads
This endpoint retrieves all lead records from the Apptivo Leads app using the getAllLeads action against the v6/leads endpoint. Leads in Apptivo represent prospective customers at the top of the sales funnel. Use this endpoint to sync lead data into a warehouse, a marketing automation platform, or a reporting tool.
No configuration is required beyond selecting this endpoint. Nexla automatically paginates through the response using the Apptivo startIndex and numRecords parameters, fetching 100 records per page until the response is empty.
For the full set of lead attributes returned by this endpoint and details on related actions, see the Apptivo Leads API reference.
List Opportunities
This endpoint retrieves all opportunity records from the Apptivo Opportunities app using the getAllOpportunities action against the v6/opportunities endpoint. Opportunities represent active sales deals tracked through your pipeline. Use this endpoint to sync pipeline data into a warehouse or BI tool for forecasting and reporting.
No configuration is required beyond selecting this endpoint. Nexla automatically paginates through the response, fetching 100 records per page using the Apptivo startIndex and numRecords parameters until no further records are returned.
Get Cases Configuration Data
This endpoint retrieves configuration data and settings for the Apptivo Cases app — for example, the getConfigData action returns metadata such as status values, priority lists, and custom field definitions. Use it to interpret case records returned by the List Cases endpoint or to drive validation logic in downstream systems.
Enter the Apptivo case action in the Action field. This value is passed as the a query parameter on the v6/cases endpoint — for example, getConfigData. Refer to the Apptivo Cases API reference for the full list of supported action values.
Action names are case-sensitive and must match the Apptivo API exactly. See the Apptivo Cases API reference for supported actions.
Get Leads Configuration Data
This endpoint retrieves configuration data and settings for the Apptivo Leads app. The getConfigData action returns metadata such as lead source lists, status values, and custom field definitions. Use it to interpret lead records or to drive validation logic in downstream systems.
Enter the Apptivo lead action in the Action field. This value is passed as the a query parameter on the v6/leads endpoint — for example, getConfigData. Refer to the Apptivo Leads API reference for the full list of supported action values.
Action names are case-sensitive and must match the Apptivo API exactly. See the Apptivo Leads API reference for supported actions.
Get Customers Configuration Data
This endpoint retrieves configuration data and settings for the Apptivo Customers app. The getConfigData action returns metadata such as customer status values, industry categories, and custom field definitions configured for the firm.
Enter the Apptivo customer action in the Action field. This value is passed as the a query parameter on the v6/customers endpoint — for example, getConfigData. Refer to the Apptivo Customers API reference for the full list of supported action values.
Action names are case-sensitive and must match the Apptivo API exactly. See the Apptivo Customers API reference for supported actions.
Get Contacts Configuration Data
This endpoint retrieves configuration data and settings for the Apptivo Contacts app. The getConfigData action returns metadata such as contact role values, communication preferences, and custom field definitions used to model contacts in your firm.
Enter the Apptivo contact action in the Action field. This value is passed as the a query parameter on the v6/contacts endpoint — for example, getConfigData. Refer to the Apptivo Contacts API reference for the full list of supported action values.
Get Opportunities Configuration Data
This endpoint retrieves configuration data and settings for the Apptivo Opportunities app. The getConfigData action returns metadata such as sales stage values, opportunity types, and custom field definitions used to model deals in your firm.
Enter the Apptivo opportunity action in the Action field. This value is passed as the a query parameter on the v6/opportunities endpoint — for example, getConfigData. Refer to the Apptivo Opportunities API reference for the full list of supported action values.
Once the selected endpoint template has been configured, click the Test button to the right of the endpoint selection menu to retrieve a sample of the data that will be fetched. Sample data will be displayed in the Endpoint Test Result panel on the right, allowing you to verify that the source is configured correctly before saving.
Apptivo data sources can also be manually configured to ingest data from any valid Apptivo API endpoint, including additional Apptivo apps not covered by the pre-built templates (for example, Invoices, Projects, or Items), chained API calls, or custom request parameters. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, endpoint URL, date/time and lookup macros, path to data, metadata, and request headers.
Apptivo API endpoints follow the format https://app.apptivo.com/app/dao/v6/<object>?a=<action> — for example, https://app.apptivo.com/app/dao/v6/customers?a=getAllCustomers. The a query parameter indicates the action to perform on a given object (for example, getAllLeads, getConfigData, or save); the complete list of supported actions is documented per object in the Apptivo Developer API guide. The apiKey and accessKey parameters are appended to the URL automatically by Nexla based on your credential configuration, so they do not need to be included in the URL or request headers.
Apptivo list responses wrap the records in a top-level data array alongside summary metadata such as total record counts. For example, for the v6/customers?a=getAllCustomers endpoint, enter $.data[*] in the Set Path to Data in Response field to treat each element of the returned array as a record.
Once all of the relevant settings have been configured, click the Create button in the upper right corner of the screen to save and create the new Apptivo data source. Nexla will now begin ingesting data from the configured endpoint and will organize any data that it finds into one or more Nexsets.
Click the + icon on the Nexset that will be sent to the Apptivo destination, and select the Send to Destination option from the menu. Select the Apptivo connector from the list of available destination connectors, then select the credential that will be used to connect to the Apptivo account, and click Next; or, create a new Apptivo credential for use in this flow.
Nexla provides pre-built templates that can be used to rapidly configure destinations to send data to common Apptivo endpoints. Select the endpoint to which data will be sent from the Endpoint pulldown menu. Then, click on the template in the list below to expand it, and follow the instructions to configure additional endpoint settings.
Create Case
This endpoint creates a new case in the Apptivo Cases app by sending a POST request to v6/cases. In Apptivo, a case represents a customer support ticket or service issue. Use this endpoint to push intake tickets, support requests, or service alerts from upstream systems into Apptivo as cases.
No endpoint-specific parameters are required. Each upstream record is sent as the JSON body of the POST call. Use the Nexla transform layer to shape upstream attributes into the field names expected by Apptivo, such as the case subject, description, priority, and customer association.
This endpoint creates a new lead in the Apptivo Leads app by sending a POST request to v6/leads. Leads represent prospective customers at the top of your sales funnel. Use this endpoint to programmatically push leads from upstream sources — for example, web form submissions, marketing tools, or imported lists — into Apptivo.
No endpoint-specific parameters are required. Each upstream record is sent as the JSON body of the POST call. Map upstream attributes to the Apptivo lead field names, such as firstName, lastName, companyName, emailAddress, and leadSource.
This endpoint creates a new customer in the Apptivo Customers app by sending a POST request to v6/customers. Customers in Apptivo represent organizations or companies in your CRM. Use this endpoint to provision customer records in Apptivo from upstream systems such as billing platforms or signup flows.
No endpoint-specific parameters are required. Each upstream record is sent as the JSON body of the POST call. Map upstream attributes to the Apptivo customer field names, such as customerName, customerNumber, address fields, and any custom fields configured for your firm.
This endpoint deletes a customer by ID from the Apptivo Customers app by sending a DELETE request to v6/customers/<customerId>. Use it to remove customer records from Apptivo when they are deleted in an upstream system of record. The deletion is permanent, so validate upstream data carefully before activating this destination.
Enter the customer identifier in the Customer ID field. This field is required and identifies the customer record to delete. To drive the destination from an upstream source, map the upstream record's customer ID into this field.
Because deletion is irreversible, consider routing through a Nexla transform that filters to only the customers that should genuinely be deleted before activating this destination.
Create Contact
This endpoint creates a new contact in the Apptivo Contacts app by sending a POST request to v6/contacts. Contacts represent individual people, typically associated with a customer organization. Use this endpoint to push contacts into Apptivo from upstream marketing or identity systems.
No endpoint-specific parameters are required. Each upstream record is sent as the JSON body of the POST call. Map upstream attributes to the Apptivo contact field names, such as firstName, lastName, emailAddress, phone fields, and any custom fields configured for your firm.
Create Opportunity
This endpoint creates a new opportunity in the Apptivo Opportunities app by sending a POST request to v6/opportunities. Opportunities represent active sales deals tracked through your pipeline. Use this endpoint to push deals from upstream sources — for example, a lead conversion in another system — into Apptivo. Optional query parameters allow conversion behavior, duplicate handling, and territory updates to be controlled per call.
Enter the related account identifier in the Account ID field. This optional field is used to associate the new opportunity with an existing customer account in Apptivo.
Set the Is Duplicate field to control duplicate-checking behavior on the new opportunity. This optional flag instructs Apptivo whether to treat the request as a duplicate-aware create. Refer to the Apptivo opportunities documentation for accepted values.
Set the Is Lead Convert field to indicate whether this opportunity is being created as part of a lead conversion. This optional flag is typically set when an upstream lead is being promoted to an opportunity in Apptivo.
Set the Is Customer Territory Update field to indicate whether the associated customer's territory should be updated as part of this operation. This optional flag is useful when upstream territory ownership changes should be reflected in Apptivo.
Each upstream record is sent as the JSON body of the POST call. Map upstream attributes to the Apptivo opportunity field names, such as opportunityName, amount, salesStage, and any custom fields configured for your firm.
Apptivo destinations can also be manually configured to send data to any valid Apptivo API endpoint. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, data format, endpoint URL, request headers, attribute exclusions, record batching, and response webhooks.
The Apptivo API uses JSON as the exchange format, so application/json is the appropriate content format for most operations. Use POST to create records (for example, with the save action), PUT to update existing records, and DELETE to remove records.
Apptivo write endpoints follow the format https://api.apptivo.com/app/dao/v6/<object> with an action selector — for example, https://api.apptivo.com/app/dao/v6/leads?a=save. For update or delete operations, include the relevant object ID in the URL path (for example, v6/customers/<customerId>). The apiKey and accessKey parameters are appended to the URL automatically by Nexla based on your credential configuration.
The Apptivo write endpoints typically create or modify a single record per call. Record batching is best suited to custom endpoints that accept multiple records in one request — confirm the target Apptivo endpoint supports batched payloads before enabling this option.
Once all endpoint settings have been configured, click the Done button in the upper right corner of the screen to save and create the destination. To begin sending data to Apptivo, open the destination resource menu, and select Activate.
The Nexset data will not be sent to Apptivo until the destination is activated. Destinations can be activated immediately or at a later time, providing full control over data movement.
