Aptify Integration
Association management: persons, companies, memberships, events, orders, payments, invoices
CRM 20 actions Username and password (token exchange)
Start automating Aptify
Association management: persons, companies, memberships, events, orders, payments, invoices
CRM 20 actions Username and password (token exchange)
Start automating AptifyDrag any of these 20 actions into a process – no code, no API wrangling.
Confirm the service layer is reachable (returns the server's UTC time)
Create a record of any Aptify entity
Delete a record of any Aptify entity
Fetch one company by ID
Fetch one order by ID
Fetch one person by ID
Fetch one record of any Aptify entity by ID
List organisations - employers, member orgs, vendors
List attendance records for events
List events, meetings and conferences
List invoices raised against orders
List membership records linking persons or companies to membership types
List sales / fulfilment order headers
List payments recorded against orders
List individual contacts and members
List records of any Aptify entity, paging through the whole set
Re-authenticate and refresh the stored token
Invalidate the current token
Update a record of any Aptify entity
Basic details of the currently authenticated user
Aptify uses username and password (token exchange). Save the connection once and reuse it across every process.
Drop Aptify steps onto the process map alongside desktop, browser, Excel and email steps.
Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.
Because Aptify has an API, Automize talks to it directly in the cloud – no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.
We build one working Aptify automation in your business inside a week, at a fixed price.
