# Apptivo integrations: contacts and customers

> Create a contact, create a customer and create a lead in Apptivo. Connect Apptivo to the rest of your sales stack with Tray.ai.

**Canonical page:** https://tray.ai/connectors/apptivo-integrations/
**Categories:** Sales
**Connects through:** HTTP Connector

## Overview

Apptivo is a suite of business apps for small companies, covering CRM records like contacts, leads, and opportunities alongside cases, invoicing, and projects. Tray.ai connects to Apptivo through the HTTP Connector, so your workflows can call the Apptivo API alongside the rest of your stack.

## Use cases

### Contacts

Read, create, and update contacts in Apptivo from any Tray.ai workflow. The Apptivo API covers calls such as create a contact and update a contact.

- Create a contact
- Update a contact
- Search contacts

### Customers

Read, create, update, and delete customers in Apptivo from any Tray.ai workflow. The Apptivo API covers calls such as list customers and create a customer.

- List customers
- Create a customer
- Update a customer

### Leads

Read, create, and update leads in Apptivo from any Tray.ai workflow. The Apptivo API covers calls such as create a lead and update a lead.

- Create a lead
- Update a lead
- Search leads by email

### Opportunities

Read, create, and update opportunities in Apptivo from any Tray.ai workflow. The Apptivo API covers calls such as create an opportunity and update an opportunity.

- Create an opportunity
- Update an opportunity
- Search opportunities

### Cases

Create and update cases in Apptivo from any Tray.ai workflow. The Apptivo API covers calls such as create a case and update a case.

- Create a case
- Update a case

## Challenges Tray.ai solves

### Keeping Apptivo credentials out of logs

A raw API call usually means pasting a key or token into the request, where it ends up in step inputs, logs, and screenshots.

**How Tray.ai helps:** Store Apptivo credentials once as a Tray.ai authentication and reference them from the HTTP Connector. Tray.ai masks authentication values in logs, so the secret never shows up in a step's input or output.

### Going from the Apptivo API docs to a working call

Translating an example request from API docs into a workflow step means copying the method, URL, headers, and body by hand.

**How Tray.ai helps:** Paste a cURL example from the Apptivo API docs into the HTTP Connector and Tray.ai fills in the method, URL, headers, and body for you.

### Handling files and non-JSON responses

Not every API answers in JSON. Some return XML, files, or binary data, or expect a multipart upload.

**How Tray.ai helps:** The HTTP Connector parses JSON and XML responses, returns files you can pass to the next step, and sends multipart form data for uploads.

## Frequently asked questions

### Does Tray.ai connect to Apptivo?

Yes. Tray.ai connects to Apptivo through the HTTP Connector, which calls the Apptivo API directly. Any call the Apptivo API documents can run as a step in a Tray.ai workflow.

### How does Tray.ai authenticate with Apptivo?

The Apptivo API uses an API key in the query string. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.

### Can I get a dedicated Apptivo connector?

Apptivo runs through the HTTP Connector rather than a dedicated connector. If your team wants one, the Tray.ai connector SDK can build a dedicated Apptivo connector from the Apptivo API.

## Learn more

- Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/
- Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/
- Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/
- Book a demo: https://tray.ai/contact/