Start most of the way there.

All accelerators

• Avalara AvaTax for Aptify

  A certified connector between Aptify and Avalara AvaTax that calculates sales tax on services accurately and in real time.

  • Tax calculated in real time as orders are placed
  • Rates and rules kept current by Avalara
  • Installed, configured, and documented by PerByte

  Works withAptifyAvalara

• Sage Intacct

  Move Aptify's financial batches into Sage Intacct as journal entries, with your dimensions kept in sync, so month-end close stops involving spreadsheets.

  • Batch journal entries transferred from Aptify to Intacct
  • Departments, locations, and other dimensions synced from Intacct
  • Field mapping fitted to your chart of accounts

  Works withAptifySage Intacct

• HubSpot sync

  Keep contacts, companies, subscription preferences, and segments in sync between HubSpot and Aptify, so marketing and membership see the same person.

  • Contact and company sync, with conflicts resolved instead of overwritten
  • Subscription preferences honored in both systems
  • Website activity from HubSpot visible on the member record

  Works withAptifyHubSpot

• Advanced Messaging

  Rules for Aptify messages that you set up as data instead of code, so the system sends the right message at the right time and nobody writes another process flow for it.

  • Send a message when a field changes, or update a field when a message goes out
  • Send once and never twice, or resend on demand or on a schedule
  • Webhooks that tell your other systems what went out

  Works withAptify

• Chapter Portal

  Give chapter leaders their own place to run chapter events online, without learning Aptify.

  • Chapter leaders create and manage their own events
  • Leaders see only their own chapter
  • Everything writes straight back to Aptify

  Works withAptify

• Membership auto-renewal

  Automate renewals end to end, from enrollment through payment processing, according to your business rules.

  • Members enroll in auto-renewal online
  • Scheduled renewal and payment processing
  • Built around your renewal rules and notices

  Works withAptify

• Zoom meetings & webinars

  Create Zoom meetings and webinars from Aptify, keep registrants in sync, and bring attendance back for credit and follow-up.

  • Meetings and webinars created from Aptify
  • Registrants added to Zoom automatically
  • Attendance pulled back from Zoom's participant reports

  Works withAptifyZoom

• SharePoint documents

  Store Aptify attachments in SharePoint instead of your database, so documents live where your staff already work and the database stays lean.

  • Attachments upload to SharePoint automatically
  • Deleting an attachment in Aptify removes it from SharePoint too
  • Staff open documents from Aptify just like before

  Works withAptifySharePoint