Use Cases

These playbooks show how to transform external signals into measurable business outcomes with AivaPad.

1) Website lead capture to CRM

Turn website traffic into sales opportunities using POST /api/external/v1/leads.

Recommended flow:

1. Receive the submission through a secure integration flow.
2. Validate lead quality before sending.
3. Send the lead to AivaPad.
4. Track delivery and follow-up outcomes.

2) No-code automation with Zapier or Make

Use automation workflows to move leads from external channels into AivaPad.

Recommended flow:

1. Trigger workflow from a source event.
2. Standardize lead fields.
3. Create or update the lead in AivaPad.
4. Add retry steps for reliability.

3) Lead qualification and pipeline progression

Keep lead stages updated automatically based on qualification criteria.

Recommended flow:

1. Collect engagement signals from your channels.
2. Score and prioritize opportunities.
3. Update lead status with PUT /api/external/v1/leads/:id/status.
4. Apply full lead updates with PUT /api/external/v1/leads/:id when needed.