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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Changed Deal Milestone" from Agile CRM.

Add your action

An action happens after the trigger—such as "Create Cash Receipt" in AccountingSuite.

You’re connected!

Zapier seamlessly connects Agile CRM and AccountingSuite, automating your workflow.

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.

- Track / Milestone
  Required
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
Try It
- Ticket Filter
  Required
Trigger
Polling
Try It
- Tag Name
  Required
Trigger
Polling
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
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write
- Customer
  Required
- Document
  Required
- Cash Payment
  Required
- Account
- Payment Method
- Date
- Ref#
- Invoice / Credit Selected
- Memo
Action
Write
- Address/Contact ID
  Required
- Company
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Cell
- Fax
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State
- Zip
- Country
- Remit To
- Sales Person
- Notes
- Job Title
Action
Write
- Name
  Required
- Terms
  Required
- Currency
  Required
- Is This A Customer?
- Is This A Vendor?
- Dwolla Email/ID
- Website
- Notes
- Price Level
- Sales Person
- Sales
- Expense
- A/R Account
- A/P Account
Action
Write
- Code
  Required
- Description
  Required
- Unit Of Measure
  Required
- Inventory Account
  Required
- Sales Account
  Required
- Cost Of Goods Sold
  Required
- Price
- Cost
- UPC
- Category
- Reorder Point
- Taxable
- Discount Is Taxable
- Costing Method
Action
Write
- Code
  Required
- Description
  Required
- Unit Of Measure
  Required
- Sales Account
  Required
- Expense Account
  Required
- Price
- Cost
- Category
- UPC
- Taxable
- Discount Is Taxable
Action
Write
- Customer
  Required
- Invoice#
- Invoice Date
- Terms
- Ship From Location
- Shipping Carrier
- Tracking #
- Delivery Date
- Project
- Class
- Sales Person
- P.O./Ref.#
- Product
  Required
- Quantity
  Required
- Price
  Required
- Memo
- Discount
- Shipping
Action
Write
- Full Name
  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
Polling
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
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
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write
- Name
  Required
- Account Type
  Required
- Code
- Parent
- Memo
- Cash Flow Section
Action
Write
- Vendor
  Required
- Product
  Required
- Quantity
  Required
- Cost
  Required
- Terms
- Ship To Location
- A/P Account
- Bill Date
- Address
- Delivery Date
- Project
- Class
- URL
- Memo
- Bill #
Action
Write
- Description
  Required
- Default Location
- Notes
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State
- Zip
- Country
Action
Write
- Customer
  Required
- Project / Job
  Required
- Type
- Income (bdgt)
- Expense (bdgt)
- Hours
- Status
Action
Write
- Product
  Required
- Quantity
  Required
- Price
  Required
- Vendor
  Required
- Memo
- Shipto Location
- Project
- Classes
- PO#
- P.O.Date
- Delivery Date
Action
Write
- Customer
  Required
- SO#
- S.O.date
- Promise Date
- P.O./Ref.#
- Ship From Location
- Classes
- Project
- Product
  Required
- Quantity
  Required
- Price
  Required
- Discount
- Shipping
- Memo
Action
Write
- Task
  Required
- Project
- Class
- User
- Customer
- Date
- Hourly Rate
- Hours
- Billable
- SO #
Action
Write

For AI agents & developers

Use Agile CRM and AccountingSuite with AI agents and code

Beyond Zap workflows. Call Agile CRM and AccountingSuite actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Agile CRM and AccountingSuite actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add to Campaign
Create Cash Receipt

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Agile CRM and AccountingSuite actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* agile-crm / accountingsuite action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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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

Connect Agile CRM and AccountingSuite 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.

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.

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.

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.

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.

Make work flow with AI

Level up your Agile CRM to AccountingSuite integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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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About AccountingSuite

AccountingSuite is a powerful, all-in-one business application for accounting, cloud banking, order management, inventory management, project and time tracking into one cloud-driven platform.