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Create Agile CRM tasks from new Docsify links clicked in a sent email

  1. When this happensStep 1: New Link Clicked

  2. Then do thisStep 2: Create Task

Do you really want to hit your sales quota next month? You'd better automate setting up tasks in your CRM. Do you still manually create them in your Agile CRM? Stop doing it today. With this integration, whenever a new Docsify link is clicked in a sent email, 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. A Docsify link is clicked in a sent email 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.

Changing 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.

New Email Opened

Trigger when the email was opened.

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