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Create Process Street checklists from Agile CRM milestones

  1. When this happensStep 1: Changed Deal Milestone

  2. Then do thisStep 2: Create Checklist

Trigger processes smoothly and automate workflows automatically by linking Agile CRM to Process Street. When you hit certain deal milestones, Zapier creates and assigns Process Street checklists from a template of your choice, pre-populated with data from Agile CRM.

How It Works

  1. A deal is updated in Agile CRM
  2. Zapier creates a Process Street checklist

What You Need

  • Agile CRM account
  • Process Street account
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Connect Agile CRM + Process Street in Minutes

It's easy to connect Agile CRM + Process Street 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.

Create Checklist

Creates a new checklist.

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