Data and integrations
Contacts and Locations
Understanding Locations in Aptly
What are locations?
Auto Relate Locations
Use auto-relate for your location fields in order to automatically bring in the right data on a workflow board.
Contact Directory Overview
How to access and navigate the contact directory.
View a Contact’s Details and Conversation History
Review all past email interactions with a contact.
How to Create Contact Filters
Create a contact filter for quick and easy filtering for specific contact fields.
How to Create and Use Contact Alerts
Create an alert for a specific contact your entire team can view with Contact Alerts.
How to Add Custom Contact Types and Fields
Add a custom contact type to use in Aptly.
How to Add a New Contact
Add a new contact to keep track of all your prospects, owners, vendors, team members, residents or tenants.
Alternative Naming
How to configure alternative naming to improve auto-location matching
Auto Relate Contact
Automatically pull in contacts related to locations on a workflow board.
How to Merge Duplicate Contacts
Merge contact records to maintain contact information.
Property management systems
Understanding Integrations in Aptly
How does data flow between a property management system and Aptly?
Integrating Aptly with Appfolio Reports
Set up your Appfolio Integration.
Appfolio Reports: What Syncs?
Data is mapped to fields based on different Appfolio Reports.
Integrating Aptly with Buildium
Set up your Buildium account to sync with Aptly.
Buildium API: What Syncs?
What syncs with the Buildium API
Integrating Aptly with Propertyware
Sync Aptly with Propertyware to manage tenants, leases, buildings, portfolios, and work orders in one place.
Integrating Aptly with Propertyware’s Work Orders
What to know when syncing work orders from Propertyware
Preventing Data Errors with Aptly’s Propertyware Integration
Key tips on avoiding data transmission errors with Propertyware.
Integrating with Propra
Sync Aptly with Propra
Integrating Aptly with Rent Manager
Integrate Rent Manager with Aptly.
RentManager Integration: How to Send Renter and Owner Prospects
Send renter and owner leads from Aptly to RentManager using required fields and a 2 way integration.
Integrating Aptly with Rentvine
Set up your Rentvine Integration with Aptly.
Integrating Aptly with Rentvine Work Orders
Use Aptly to manage your Rentvine Work Orders.
Enabling Rentvine’s Webhooks
How to setup a Webhook with Rentvine, which allows for faster communication of Work Orders into Aptly.
RentVine Integration Overview: What Syncs and What Doesn’t
This document provides a detailed view of what does and doesn’t sync between Aptly and Rentvine.
Troubleshooting Rentvine Specific Fields
Set up and use Rentvine integrated fields in Aptly.
Integrating Aptly with Yardi
Integrate Yardi with Aptly.
How to Connect Aptly Screening with Yardi/RentCafe
Integrate Yardi with Aptly.
Integrating Aptly with Appfolio API (Plus and Max users)
Use Appfolio API to sync your data to Aptly (for Appfolio Plus and Max users only)
API & MCP
Getting Started with Vibe Coding in Aptly: Building Custom Apps with Claude
This guide walks you through building your own embedded apps and dashboards in Aptly.
Connect to Aptly’s API
Use our API to integrate data from other sources like Zapier or Pabbly.
How to Connect Aptly’s API to Claude
This guide walks you through setup steps to get Claude working with your Aptly API — with persistent access so you don't have to re-enter your details every time.
How to Connect Aptly’s MCP to Claude
This guide will help you connect Aptly’s MCP to Claude so you can use Aptly directly inside your Claude conversations.
Connected apps
Integrating Credit Building Data in Aptly
Using CredHub to report rent payment history, data can be pulled into the lease as part of other processes like Accounts Receivable and Lease Renewals.
Enable JWT Token on RingCentral
Create a more stable/secure connecting to Ring Central via JWT Token
Integrating with Showmojo
Sync Showmojo data on your Units.
Integrating Aptly with RingCentral
Integrate RingCentral into Aptly to make and track communication.
Integrating Aptly with Rently
Integrate Rently with Aptly to update your workflows with scheduled tours.
Integrating Aptly with Zapier
Use Zapier to complete zaps using Aptly data.
Integrating Aptly with Calendly
Integrate your Calendly with Aptly.
Integrating Aptly with Tenant Turner
Amplify your Aptly experience with a Tenant Turner’s integration!