Agile CRM + Gmail + SignRequest Integrations
How to connect Agile CRM + Gmail + SignRequest
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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Agile CRM, Gmail, and SignRequest. And don’t forget that you can add more apps and actions to create complex workflows.
New Case
Triggers when a new case is added in Agile CRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new Deal is added in AgileCRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTicket FilterRequired
Filters.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTag NameRequired
The name of the tag added to the contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact EmailRequired
Email of the Contact.
Subject of NoteRequired
Subject of the Note.
DescriptionRequired
Description of the Notes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact EmailRequired
Email of the Contact.
TagsRequired
Tags to be added to the contact separated by comma. Tags can’t contain special chars except space and underscore.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
The First name of the Contact.
Last Name
Last name of the Contact.
EmailRequired
Email Address of the Contact.
If Duplicate Found
If there is a contact already in Agile with the given email, what should be done.
Phone
Phone Number.
Tag
Tags to be added to the contact separated by comma. Tags can’t contain number or special characters except space and underscore.
Company
Name of the company.
Add Address
Enter address line here.
City
State
Zip Code
Country
Website
Link website to a contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Name of the event.
PriorityRequired
Priority of the Event.
OwnerRequired
Owner of the event.
Start TimeRequired
The starting time of the event.
End TimeRequired
End time of the event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Subject of the task.
Task TypeRequired
Type of the task.
PriorityRequired
Priority of the Task.
Owner
Owner of the task.
Email
Email ID of the Contact.
Due Date
Due Date of the Task.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Label/Mailbox
Search String
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorsubject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSearch StringRequired
By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include
in:inbox.This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorin:inbox subject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Can have parents via a simple forward slash syntax: "Parent/Child"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message to Remove Label(s) FromRequired
Label(s) to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
ActionThis is an event a Zap performs.SearchFind existing data in your appTeam
Select your Team or leave empty to use your Personal account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Team
Select your Team or leave empty to use your Personal account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Team
Optionally use a Team account when sending the SignRequest or leave empty to use your Personal account.
TemplateRequired
The templates you can select depend on whether or not you've selected a Team.
Note: If you get the error 'Invalid hyperlink - Object does not exist.' this means that you've changed your Team / Personal account after selecting a template. Please make sure the selected template is available for your current Team..
Sender Email
By default the Sender is the email address of the connected SignRequest account. When using a Team this may also be one of email addresses of Team members.
Who Needs to Sign?
By default only the signer(s) you add need to sign. If the Sender also needs to sign, choose 'Me & Others'.
SignRequest Name
By default we use the filename as the name of a SignRequest.
Custom SignRequest Email Subject
Generally you'll want to leave this empty as SignRequest generates one automatically.
Custom Message
A custom message to show in the SignRequest email. If left empty SignRequest will generate one for you.
Send Automatic Reminders?
Automatically remind signer(s) when the document hasn't been signed.
External ID
Your ID as a reference. Can be anything.
Signer EmailRequired
The email address of the signer. When multiple emails are added these signers will all have the same configuration and receive a SignRequest. When different configurations are required for separate signers please use the 'Advanced Signers Configuration' field.
Signer First Name
Signer Last Name
Does This Signer Need to Sign?
Set to 'no' if this signer only needs to receive a copy of the signed document.
Signer Needs to Approve Only?
Set to 'yes' if this Signer only needs to approve this document ('approve' button instead of signature).
Signing Order
By default all signers receive the SignRequest at the same time. If you want a signer to receive the SignRequest after another signer has signed increase the order level for that signer. E.g. if you have one signer with order 0 and two with order 1, the two with order 1 will get the SignRequest simultaneously when the signer with order 0 has signed (or approved). Generally useful when a document must first be approved internally before it goes to a customer.
Signer Language
Sets the language of the SignRequest emails. While signing the browser of the signer determines the language of the interface.
Force Language
To force the SignRequest browser interface to use the Signer Language set this to 'yes'. By default the browser language settings are used.
Mobile Phone Number to Verify
To enable Text Message Verification provide a mobile phone number including the country code.
Advanced Signers Configuration
For advanced users only. This field can be used to used when multiple signers or complex setups are required. This overrides all other signers related configuration fields. The value must be a valid JSON structure (array). Please note that there should be no
,after the last Object{...}in the list.For example to have the first signer to only approve a document and send the second SignRequest to the second signer only after the first signer has approved:
[ {"email": "first_signer@example.com", "needs_to_sign": true, "approve_only": true, "order": 0}, {"email": "second_signer@example.com", "needs_to_sign": true, "order": 1} ]To just have 2 signers: sign a document at the same time:
[ {"email": "first_signer@example.com"}, {"email": "second_signer@example.com"} ]Please also refer to our API documentation for all possible configuration options for the signer object: https://signrequest.com/api/v1/docs/. You can also l...
Advanced Tags Prefill
For advanced users only. This field can be used to prefill (template) tags in a document. The value must be a valid JSON list structure (array). Please note that there should be no
,after the last Object{...}in the list.Example:
[ {"external_id": "customer_name", "text": "John Smith"}, {"external_id": "customer_birth_date", "date_value": "1984-12-31"}, {"external_id": "customer_city", "text": "New York"}, {"external_id": "checkbox_1", "checkbox_value": "true"}, {"external_id": "checkbox_2", "checkbox_value": "false"} ]The "external_id" is the External ID set when creating a template tag. The "date_value" field must be in ISO format ([YYYY]-[MM]-[DD]). The "checkbox_value" can only be "true" or "false". The "text" field may have any value.
Please also refer to the api documentation and our help section on the topic.
*Please note that wh...
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is add in AgileCRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Event
Triggers when a new event is created in Agile CRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is added in the Agile CRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
The campaign workflow to add the contact to.
Subscriber EmailRequired
Email of the contact to be added to campaign.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact EmailRequired
Email of the contact.
Score to Be AddedRequired
Score to be added to the Contact in the AgileCRM.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Name of the Company.
Company URL
URL of the company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Name of the Deal.
Owner
Owner of the Deal.
Probability (%)
Enter the probability of the deal.
ValueRequired
Expected value of the deal.
Track
Select the track for the deal from the given list.
Milestone
Milestone of the Deal. The text should match an existing milestone for the selected Track (case sensitive).
Related To
The Email of the Contact.
Close Date
Close Date of the deal.
Description
Description of the Deal.
Deal Source
List of deal source option for a deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Email.
SubjectRequired
Subject of the ticket.
Cc
CC emails.
PriorityRequired
Priority.
Status
Status.
AssigneeRequired
Group name to assign.
MessageRequired
Message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Email address of the contact in the Agile CRM. It is used to identify which contact needs to be updated.
First Name
First name of the contact.
Last Name
Last name of the contact in Agile CRM.
Company
Company Name of the contact.
Phone
Phone Number of the contact.
Tags
Tags to be added to the contact. Multiple tags must be separated by comma.
Add Address
Enter line address.
City
State
Zip Code
Country
Create New Contact
If no contact is present with the given email, should a NEW contact be created?
Website
Link up a website to a contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel/Mailbox
(Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel(s) to Add
Message to be LabeledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTeam
Select your Team or leave empty to use your Personal account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Team
Optionally use a Team account when sending the SignRequest or leave empty to use your Personal account.
You have 2 options to create a SignRequest:
- Upload a File: Use a trigger that provides a File Object.
- Provide an URL: SignRequest will download the document from that location.
File
Option 1: Upload a File
PDF's are preferred. If you do not provide a File here you need to provide a url in 'File From Url' where SignRequest can download the file. Generally you'll want to use this if your trigger provides a File Object.
File From URL
Option 2: Provide an URL
When not using 'File' provide a url here where SignRequest can download the file. If the download location returns a content type of text/plain or text/html SignRequest will do its best to make a pdf out of it. This can be used if you want to dynamically create pdf documents from web pages without making a pdf yourself.
Sender Email
By default the Sender is the email address of the connected SignRequest account. When using a Team this may also be one of email addresses of Team members.
Who Needs to Sign?
By default only the signer(s) you add need to sign. If the Sender also needs to sign, choose 'Me & Others'.
SignRequest Name
By default we use the filename as the name of a SignRequest.
Custom SignRequest Email Subject
Generally you'll want to leave this empty as SignRequest generates one automatically.
Custom Message
A custom message to show in the SignRequest email. If left empty SignRequest will generate one for you.
Send Automatic Reminders?
Automatically remind signer(s) when the document hasn't been signed.
External ID
Your ID as a reference. Can be anything.
Signer EmailRequired
The email address of the signer. When multiple emails are added these signers will all have the same configuration and receive a SignRequest. When different configurations are required for separate signers please use the 'Advanced Signers Configuration' field.
Signer First Name
Signer Last Name
Does This Signer Need to Sign?
Set to 'no' if this signer only needs to receive a copy of the signed document.
Signer Needs to Approve Only?
Set to 'yes' if this Signer only needs to approve this document ('approve' button instead of signature).
Signing Order
By default all signers receive the SignRequest at the same time. If you want a signer to receive the SignRequest after another signer has signed increase the order level for that signer. E.g. if you have one signer with order 0 and two with order 1, the two with order 1 will get the SignRequest simultaneously when the signer with order 0 has signed (or approved). Generally useful when a document must first be approved internally before it goes to a customer.
Signer Language
Sets the language of the SignRequest emails. While signing the browser of the signer determines the language of the interface.
Force Language
To force the SignRequest browser interface to use the Signer Language set this to 'yes'. By default the browser language settings are used.
Mobile Phone Number to Verify
To enable Text Message Verification provide a mobile phone number including the country code.
Advanced Signers Configuration
For advanced users only. This field can be used to used when multiple signers or complex setups are required. This overrides all other signers related configuration fields. The value must be a valid JSON structure (array). Please note that there should be no
,after the last Object{...}in the list.For example to have the first signer to only approve a document and send the second SignRequest to the second signer only after the first signer has approved:
[ {"email": "first_signer@example.com", "needs_to_sign": true, "approve_only": true, "order": 0}, {"email": "second_signer@example.com", "needs_to_sign": true, "order": 1} ]To just have 2 signers: sign a document at the same time:
[ {"email": "first_signer@example.com"}, {"email": "second_signer@example.com"} ]Please also refer to our API documentation for all possible configuration options for the signer object: https://signrequest.com/api/v1/docs/. You can also l...
Advanced Tags Prefill
For advanced users only. This field can be used to prefill (template) tags in a document. The value must be a valid JSON list structure (array). Please note that there should be no
,after the last Object{...}in the list.Example:
[ {"external_id": "customer_name", "text": "John Smith"}, {"external_id": "customer_birth_date", "date_value": "1984-12-31"}, {"external_id": "customer_city", "text": "New York"}, {"external_id": "checkbox_1", "checkbox_value": "true"}, {"external_id": "checkbox_2", "checkbox_value": "false"} ]The "external_id" is the External ID set when creating a template tag. The "date_value" field must be in ISO format ([YYYY]-[MM]-[DD]). The "checkbox_value" can only be "true" or "false". The "text" field may have any value.
Please also refer to the api documentation and our help section on the topic.
*Please note that wh...
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for SignRequest are located here https://signrequest.com/api/v1/docs/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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How Agile CRM + Gmail + SignRequest Integrations Work
- Step 1: Authenticate Agile CRM, Gmail, and SignRequest.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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