Agile CRM + CINCEL
Create Agile CRM contacts from new CINCEL documents
This ZAP uploads documents to Agile CRM when documents are signed in CINCEL.
This ZAP uploads documents to Agile CRM when documents are signed in CINCEL.
- When this happens...New Document
Triggers when there is a new document.
- automatically do this!Create Contact
Creates New Contact in the Agile CRM.
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New Document
Triggers when there is a new document.
Try ItTrack / MilestoneRequired
Try ItNew Case
Triggers when a new case is added in Agile CRM.
Try ItNew Deal
Triggers when a new Deal is added in AgileCRM.
Try It
NameRequired
DescriptionRequired
Do you want to be able to sign the document?
Select signature type (Intelligent by default)
PDF fileRequired
Email of the user you want to invite to sign. (optional)
Name of the user you want to invite to sign. (optional)
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItNew Contact
Triggers when a new contact is add in AgileCRM.
Try ItNew Event
Triggers when a new event is created in Agile CRM.
Try It
