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Create Agile CRM tasks from new Docsify viewed documents

  1. When this happensStep 1: New Document Viewed

  2. Then do thisStep 2: Create Task

What does really matter at the end of the business day? The number of tasks that have been done. Do you still manually create them in your Agile CRM? Make your life easier with this integration. Whenever a new attached Docsify document is viewed, Zapier will automatically create a new task in Agile CRM. No more manual task creation, let Zapier automate it for you!

How this Docsify-Agile CRM integration works

  1. The attached Docsify document was opened and viewed by the recipient.
  2. Zapier automatically creates a new task on Agile CRM

Apps involved

  • Docsify
  • Agile CRM
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Connect Agile CRM + Docsify in Minutes

It's easy to connect Agile CRM + Docsify and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

New Case

Triggers when a new case is added in Agile CRM.

New Deal

Triggers when a new Deal is added in AgileCRM.

New Ticket

Triggers when a new ticket is added in Agile CRM.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

InstantChanging Any Deal Milestone

Changing any milestone in Agile CRM should be triggered.

New Contact

Triggers when a new contact is add in AgileCRM.

New Event

Triggers when a new event is created in Agile CRM.

New Task

Triggers when a new task is added in the Agile CRM.

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