How to connect Agile CRM + Axosoft
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- Changed Deal MilestoneTriggers when a Deal reaches a specific milestone you choose.Trigger
- Changing Any Deal MilestoneChanging any milestone in Agile CRM should be triggered.Trigger
- New CaseTriggers when a new case is added in Agile CRM.Trigger
- New ContactTriggers when a new contact is add in AgileCRM.Trigger
- New DealTriggers when a new Deal is added in AgileCRM.Trigger
- New EventTriggers when a new event is created in Agile CRM.Trigger
- New TicketTriggers when a new ticket is added in Agile CRM.Trigger
- New TaskTriggers when a new task is added in the Agile CRM.Trigger
- 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.
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