Apptivo Action Automation
For Workflows Documentation
Action Name: Create Lead
1. LAST NAME
Input Required: Enter the last name of the lead.
2. WAY TO CONTACT
Input Required: Specify the preferred method of contact.
3. LEAD STATUS
Input Required: Enter the current status of the lead.
4. LEAD SOURCE
Input Required: Indicate the source from which the lead originated.
5. DESCRIPTION
Input Required: Provide a brief description of the lead.
6. EMAIL ADDRESS
Input Required: Enter the email address of the lead.
7. EMAIL TYPE CODE
Input Required: Specify the type of email.
Action Name: Create Opportunity
1. OPPORTUNITY NAME
Input Required: Enter the name of the opportunity.
2. SALES STAGE
Input Required: Specify the current sales stage of the opportunity.
3. DESCRIPTION
Input Required: Provide a brief description of the opportunity.
4. LEAD SOURCE TYPE
Input Required: Indicate the type of source from which the opportunity originated.
5. OPPORTUNITY TYPE
Input Required: Specify the type of opportunity.
Action Name: Add Customer
1. CUSTOMER NAME
Input Required: Enter the name of the customer.
2. STATUS
Input Required: Specify the current status of the customer.
3. PHONE
Input Required: Enter the customer's phone number.
4. EMAIL
Input Required: Enter the customer's email address.
5. DESCRIPTION
Input Required: Provide a brief description of the customer.
6. PAYMENT TERM
Input Required: Specify the payment terms for the customer.
Action Name: Update Customer
Input Required: Enter the ID of the customer to be updated.
NB: Select the ID from the dropdown list provided.
2. CUSTOMER NAME
Input Required: Enter the new name of the customer.
3. STATUS
Input Required: Specify the current status of the customer.
4. DESCRIPTION
Input Required: Provide a brief description of the customer.
5. PHONE NUMBER
Input Required: Enter the updated phone number of the customer.
6. CONTACT EMAIL
Input Required: Enter the updated email address of the customer.
7. PAYMENT TERM
Input Required: Specify the updated payment terms for the customer.
Action Name: Delete Customer
Input Required: Enter the ID of the customer to be deleted.
NB: Select the ID from the dropdown list provided.
Action Name: Add Case
1. CASE TYPE
Input Required: Specify the type of case being created.
2. CASE STATUS
Input Required: Enter the current status of the case.
3. CASE PRIORITY
Input Required: Indicate the priority level of the case.
4. DESCRIPTION
Input Required: Provide a brief description of the case.
5. CASE SOURCE
Input Required: Specify the source from which the case originated.
6. CASE SUMMARY
Input Required: Enter a summary of the case.
7. CASE EMAIL
Input Required: Provide an email address related to the case.
Action Name: Add Contact
1. TITLE
Input Required: Enter the title of the contact.
2. FIRST NAME
Input Required: Enter the first name of the contact.
3. LAST NAME
Input Required: Enter the last name of the contact.
4. JOB TITLE
Input Required: Specify the job title of the contact.
5. CONTACT TYPE
Input Required: Indicate the type of contact.
Input Required: Provide a brief description of the contact.
Input Required: Enter any nicknames for the contact.
Input Required: Provide the date of birth of the contact.
Input Required: Specify the industry the contact belongs to.
Input Required: Indicate the preferred method of contact.
Input Required: Specify the preferred language of the contact.
Input Required: Enter the category under which the contact falls.
Input Required: Specify the current status of the contact.
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