Agile CRM + Paycove

Create quotes or invoices in Paycove when Agile CRM deals reach milestones

Make sure to stay responsive to new opportunities with this Zap. Once it's active, this integration automatically triggers the creation of a Paycove quote or invoice whenever an Agile CRM deal reaches a specified milestone.

When this happens...
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
TriggerInstant
automatically do this!
Create Invoice / Quote
Creates an invoice or quote and contact (and optional organization).
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- Track / MilestoneRequired
Trigger
Scheduled
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
Try It
- Ticket FilterRequired
Trigger
Scheduled
Try It
- Tag NameRequired
Trigger
Scheduled
Try It

- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write

- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write
Deal Created
Triggers when a new invoice or quote is added to Paycove.
Trigger
Instant
Try It
Partial Payment Paid
Triggers when a scheduled payment is paid by customer or marked paid by admin.
Trigger
Instant
Try It
Manually Send Deal
Triggers when deal is manually pushed from Paycove.
Trigger
Instant
Try It

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Try It
- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write
Invoice Paid
Triggers when an invoice is paid or marked paid by admin.
Trigger
Instant
Try It
Quote Accepted
Triggers when the quote was accepted by user or marked accepted by admin.
Trigger
Instant
Try It
- Quote or InvoiceRequired
- NameRequired
- Contact Id
- Contact Name
- Contact Email
- Organization Id
- Organization Name
- Organization Street Address
- Organization City
- Organization State or Region
- Organization Country
- Organization Postal Code
- NameRequired
- SKU
- QuantityRequired
- PriceRequired
- Tax
- Amount off
- Percent off
- Description
Action
Write

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.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

HubSpot

Marketing Automation

Inbound Now

Marketing Automation, WordPress

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Paycove

Paycove is a quoting, invoicing, and payments platform.

Related categories

Proposal & Invoice Management

PRODUCTS

CAPABILITIES

By team

Agile CRM + Paycove

Create quotes or invoices in Paycove when Agile CRM deals reach milestones

Changed Deal Milestone

New Case

New Deal

New Ticket

Ticket FilterRequired

New Tag to Contact

Tag NameRequired

Add Note

Contact EmailRequired

Subject of NoteRequired

DescriptionRequired

Add Tag to Contact

Contact EmailRequired

TagsRequired

Create Contact

First NameRequired

Last Name

EmailRequired

If Duplicate Found

Phone

Tag

Company

Add Address

City

State

Zip Code

Country

Website

Add Event

NameRequired

PriorityRequired

OwnerRequired

Start TimeRequired

End TimeRequired

Create Task

SubjectRequired

Task TypeRequired

PriorityRequired

Owner

Email

Due Date

Deal Created

Partial Payment Paid

Manually Send Deal

Changing Any Deal Milestone

New Contact

New Event

New Task

Add to Campaign

CampaignRequired

Subscriber EmailRequired

Add Score to Contact

Contact EmailRequired

Score to Be AddedRequired

Create Company

Company NameRequired

Company URL

Create Deal

NameRequired

Owner

Probability (%)

ValueRequired

Track

Milestone

Related To

Close Date

Description

Deal Source

Create Ticket

EmailRequired

SubjectRequired

Cc

PriorityRequired

Status

AssigneeRequired