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Agile CRM + Paycove

Create Paycove quotes or invoices for new deals in Agile CRM

Don't get slowed down in your sales by doing admin work. This integration helps by automatically having a quote or invoice created in Paycove when a new Agile CRM deal is created. Now you can focus more attention on your new customer.

Don't get slowed down in your sales by doing admin work. This integration helps by automatically having a quote or invoice created in Paycove when a new Agile CRM deal is created. Now you can focus more attention on your new customer.

  1. When this happens...
    Agile CRMAgile CRM
    New Deal

    Triggers when a new Deal is added in AgileCRM.

    TriggerScheduled
  2. automatically do this!
    PaycovePaycove
    Create Invoice / Quote

    Creates an invoice or quote and contact (and optional organization).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Track / MilestoneRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Case

    Triggers when a new case is added in Agile CRM.

    Trigger
    Scheduled
    Try It
    • Ticket FilterRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
agile-crm logo
agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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Related categories

  • CRM (Customer Relationship Management)

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paycove logo

About Paycove

Paycove is a quoting, invoicing, and payments platform.