Agile CRM + Axosoft Integrations

How to connect Agile CRM + Axosoft

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Supported triggers and actions

What does this mean?

Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
Trigger
Scheduled
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
New Ticket
Triggers when a new ticket is added in Agile CRM.
Trigger
Scheduled
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Agile CRM
Triggers when a tag is added to contact in AgileCRM.
Scheduled
Trigger
Agile CRM
Subscribe to a Campaign.
Scheduled
Action
Agile CRM
Add a Note to the Contact.
Scheduled
Action
Agile CRM
Add Score to a Contact in the AgileCRM.
Scheduled
Action
Agile CRM
Add Tag to a Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a New Company.
Scheduled
Action
Agile CRM
Creates New Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a deal in the Agile CRM.
Scheduled
Action
Agile CRM
Create event an event in Agile CRM.
Scheduled
Action
Agile CRM
Creates Ticket in the Agile CRM.
Scheduled
Action
Agile CRM
Create a Task for the Contact.
Scheduled
Action
Agile CRM
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Scheduled
Action
Axosoft
Triggers when a new contact is created.
Scheduled
Trigger
Axosoft
Triggers when a new customer is created.
Scheduled
Trigger
Axosoft
Triggers when a new email is created.
Scheduled
Trigger
Axosoft
Triggers when a new item is created.
Scheduled
Trigger
Axosoft
Triggers when a new project is created.
Scheduled
Trigger
Axosoft
Triggers when a new release is created.
Scheduled
Trigger
Axosoft
Triggers when a new work log is created.
Scheduled
Trigger
Axosoft
Creates a new contact.
Scheduled
Action
Axosoft
Creates a new customer.
Scheduled
Action
Axosoft
Creates a new item.
Scheduled
Action
Axosoft
Creates a new project.
Scheduled
Action
Axosoft
Posts the SCM commit data to any of your tagged items.
Scheduled
Action
Axosoft
Creates a new work log.
Scheduled
Action
Axosoft
Updates an item.
Scheduled
Action

How Agile CRM + Axosoft Integrations Work

Step 1: Authenticate Agile CRM and Axosoft.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Agile CRM + Axosoft

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.