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Automate Apptivo with Tray.ai

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

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What can you do with Apptivo on Tray.ai?

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.

Connects through
HTTP Connector
Authentication
An API key in the query string
Base URL
https://app.apptivo.com/app/dao/v6

What the Apptivo API covers

5 resources and 16 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow.

Contacts

  • Create a contact
  • Update a contact
  • Search contacts

Customers

  • List customers
  • Create a customer
  • Update a customer
  • Delete a customer
  • Search customers

Leads

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

Opportunities

  • Create an opportunity
  • Update an opportunity
  • Search opportunities

Cases

  • Create a case
  • Update a case

Checked against Apptivo's own documentation on 2026-10-22

www.apptivo.com/developer-api

Frequently asked questions

What can a Tray.ai workflow do in Apptivo?

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The Apptivo API documents 16 actions across 5 resources (Contacts, Customers, Leads, Opportunities, Cases). For example: Create a contact; List customers; Create a lead. A workflow can make any documented call through the HTTP Connector.

How does Tray.ai authenticate with Apptivo?

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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.

See Apptivo working against your stack.

We'll walk through a tailored demo with your systems plugged in.

Great — a couple more details

This helps us connect you with the right person. Optional, and you can skip it.