pm-apptivo

name	pm-apptivo
description	Apptivo connector knowledge and safe action guide.

pm-apptivo

Purpose

Reads Apptivo CRM customers, contacts, leads, and opportunities through the Apptivo REST DAO API (full refresh); deletes CRM customer records via the documented deleteCustomer DAO action.

Icon

• asset: icons/pm-sample.svg
• source: polymetrics
• review_status: polymetrics

Capabilities

• check=true catalog=true read=true write=true query=false
• Integration type: api

Authentication

• Use pm credentials add with --from-env or --value-stdin for secret fields.

Configuration

• base_url
• access_key (secret)
• api_key (secret)

ETL Streams

• customers:
  • primary key: customerId
  • fields: creationDate(), currencyCode(), customerId(), customerName(), customerNumber(), emailAddress(), lastUpdateDate(), phoneNumber(), statusName(), website()
• contacts:
  • primary key: contactId
  • fields: companyName(), contactId(), creationDate(), emailAddress(), firstName(), fullName(), lastName(), lastUpdateDate(), phoneNumber()
• leads:
  • primary key: id
  • fields: companyName(), creationDate(), emailAddress(), firstName(), id(), lastName(), leadId(), leadSource(), phoneNumber(), statusName()
• opportunities:
  • primary key: opportunityId
  • fields: closingDate(), creationDate(), currencyCode(), customerName(), lastUpdateDate(), opportunityAmount(), opportunityId(), opportunityName(), salesStageName()

Sync Modes

• ETL sync modes: full_refresh_append, full_refresh_overwrite, full_refresh_overwrite_deduped

Reverse ETL Actions

• remove_customer:
  • endpoint: GET /app/dao/v6/customers?a=delete&customerId={{ record.id }}&apiKey={{ secrets.api_key }}&accessKey={{ secrets.access_key }}
  • required fields: id
  • risk: irreversible external deletion of a CRM customer record; approval required

Security

• read risk: external Apptivo API read of CRM customer, contact, lead, and opportunity data
• write risk: external mutation: irreversibly deletes a CRM customer record
• approval: required; remove_customer is a destructive, irreversible external deletion
• Never pass secret values in chat, shell arguments, logs, docs, or JSON output.

Commands

Inspect as a manual

pm connectors inspect apptivo

Inspect as structured JSON

pm connectors inspect apptivo --json

Agent Rules

• Run pm connectors inspect apptivo before creating credentials or plans.
• Use --json only when the caller needs structured output; use the manual for human-readable guidance.
• Never ask the user to paste secret values into chat.
• For reverse ETL writes, create a plan, show the preview, wait for explicit approval, then run with the approval token.