FAQ

Where do I find my Apptivo API key?

Log in to Apptivo and go to Settings → API & Webhooks → API Key. If no key exists yet, you can generate one from that screen. Copy the full key and paste it into the Coupler.io source settings when setting up your data flow.

Can I connect multiple Apptivo accounts to Coupler.io?

Yes. Each Apptivo account has its own API key. You can create separate data flows for each account and use the Append transformation to combine data from both into a single destination. This is useful if your business operates multiple Apptivo instances.

Can I pull all five entities into one destination sheet or table?

Each entity has a different structure, so appending all five into a single flat table doesn't typically make sense. Instead, set up each entity as its own source and use the Join transformation to link related entities (e.g., Opportunities joined to Customers). For a data warehouse like BigQuery, you can load each entity into its own table and relate them using SQL.

Does Coupler.io export all records or just recent ones?

Coupler.io retrieves all available records from Apptivo by default — there's no built-in date filter at the source level. If you only want recent records, you can filter the data after it lands in your destination (e.g., using a filter in Google Sheets or a WHERE clause in BigQuery).

Why are some Apptivo fields showing codes or IDs instead of labels?

Some Apptivo fields store internal identifiers rather than display values. This is an Apptivo API behavior, not a Coupler.io issue. You can create a mapping table in your destination to translate these codes into readable labels.

Can I use Apptivo data with AI tools like ChatGPT or Claude?

Yes. Coupler.io supports AI destinations including ChatGPT, Claude, Gemini, Perplexity, Cursor, and OpenClaw. You can route your Apptivo data — such as open cases or pipeline opportunities — directly to these tools for summarization, analysis, or automated reporting.

How do I track lead-to-opportunity conversion in Coupler.io?

Add both the Leads and Opportunities entities as sources in the same data flow. Use the Join transformation on a shared field (such as customer name or linked contact) to connect them, then analyze the combined dataset in your destination to measure conversion rates by lead source, owner, or time period.

For details on what fields are available in each entity, see the Data Overview article. If you're running into connection or missing data problems, check Common Issues. For setup recommendations specific to Apptivo, visit Best Practices.