Skip to content

Integrate Channeltivity with Formatter by Zapier to automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Channeltivity with Formatter by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Channeltivity

A trigger is an event that starts your Zap and runs the workflow. For example, with Channeltivity, a trigger could be "Certification Completion Status Change."

A trigger is the event that kicks off your automated workflow.

Setup an action from Formatter by Zapier

An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Channeltivity to Formatter by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Channeltivity to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Channeltivity and Formatter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Channeltivity and Formatter by Zapier to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Certification Completion Status Change
Triggers when a Certification Completion is created, or when its Status changes
Trigger
Instant
Try It
New Deal
Triggers when a Deal is created in the portal
Trigger
Instant
Try It
New Organization
Triggers when an Organization is created in the portal
Trigger
Instant
Try It
New User/Contact
Triggers when a User or Contact is created in the portal
Trigger
Instant
Try It
Create Record
Allows you to create various records or assignments
Action
Write

Update Record
Allows you to update various records
Action
Write
- Transform
  Required
Action
Write

- Transform
  Required
Action
Write

Course Completion Status Change
Triggers when a Course Completion is created, or when its Status changes
Trigger
Instant
Try It
Updated Deal
Triggers when a Deal is updated in the portal
Trigger
Instant
Try It
Updated Organization
Triggers when an Organization is updated in the portal
Trigger
Instant
Try It
Updated User/Contact
Triggers when a User or Contact is updated in the portal
Trigger
Instant
Try It
Delete Record
Allows you to delete various records or assignments
Action
Write
Find Records
Finds one or more records of a specified type by a field and value you choose.
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Learn how to automate Channeltivity on the Zapier blog

Learn how to automate Formatter by Zapier on the Zapier blog

About Channeltivity

Channeltivity is a user-friendly Partner Relationship Management (PRM) solution that includes everything for a successful channel program.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn more Help

Related categories

Connect Channeltivity to Formatter by Zapier on the world's largest no-code automation platform

Sign up with Google