Connect Geckoboard to Agile CRM and automate any workflow

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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 Geckoboard with Agile CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Geckoboard

A trigger is an event that starts your Zap and runs the workflow."

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

Setup an action from Agile CRM

An action is what takes place after the automation is triggered. For example, with Agile CRM, the action could be "Add to Campaign."

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

That’s it! You just connected Geckoboard to Agile CRM

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.

Connect Geckoboard and Agile CRM 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.

Connect Geckoboard and Agile CRM 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

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.

- Dataset ID
  Required
- Update type
  Required
Action
Write
- Widget key
  Required
- Number
  Required
- Label
- Comparison number
- Comparison label
Action
Write
- Track / Milestone
  Required
Trigger
Scheduled
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
Try It

- Ticket Filter
  Required
Trigger
Scheduled
Try It
- Tag Name
  Required
Trigger
Scheduled
Try It

- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Title
  Required
- Priority
  Required
- Owner
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject of Note
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Contact Email
  Required
- Due Date
Action
Write

- Widget key
  Required
- Current value
  Required
- Minimum value
  Required
- Maximum value
  Required
Action
Write
- Widget key
  Required
- Message
  Required
Action
Write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Try It
- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Track / Milestone
  Required
- Contact Email
  Required
- Close Date
- Description
  Required
- Deal Source
Action
Write
- Email
  Required
- Subject of Note
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Contact Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Tags
  Required
- Add Address
- City
- State
- Zip Code
- Country
- If Duplicate Found
- Website
Action
Write

About Geckoboard

Geckoboard: TV dashboards that make key business data visible for your team

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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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