Learn how to integrate your website or other outside application with the Apptivo platform. This is a recording of a live webinar which last about 50 minutes. During this presentation we'll outline how to connect to the Apptivo API and perform some basic tasks. To view the complete video recording, see here: http://www.youtube.com/watch?v=Xtxoh99LH88&feature=youtu.be This video is meant for users with programming or strong technical knowledge. The demonstration involves building a basic HTML form, and connecting it to generate a support case inside of the Apptivo CRM system. The web form will do basic interactions, such as checking Apptivo's customer database and creating a new customer if needed, and finally submitting the support ticket and all details into Apptivo. For more information on Apptivo in general, visit our community page: http://www.apptivo.com/community/

1. Cases API Workshop
With Apptivo’s REST API
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2. 50+ Integrated Apps
solution that works for every type of business
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3. API Overview
What can it do?
High Level Details
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REST API (replaces existing SOAP API)
Authenticates using API/Access key pair
Each app has it’s own API methods
API supports read/write capabilities
Integration Requirements
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Server-side programming language experience
cUrl (other other equivilent service)
Apptivo key pair (requires Apptivo premium or enterprise)
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4. Common Types of Integrations
Sample Usages
1. Web to Lead Form (supported via
Wordpress Plugin)
2. Web to Case Form (supported via
Wordpress Plugin)
3. Customer Support Portal
4. Invoicing Portal
5. Recruiting Portal (supported via
Wordpress Plugin)
6. Data Sync With Other Business Apps
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5. Our Example Today
Simple Case Form
1. Create a simple HTML web form to collect a support case
2. Process each submission, and search Apptivo for a
matching customer record
3. If no record is found, create one before submitting the case
4. Submit the case into Apptivo
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6. Coding Time!!!
Let’s do this
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7. Thank You!
www.apptivo.com/answers
todd@apptivo.com
support@apptivo.com
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