Try It

Create Agile CRM tasks from new ScheduleOnce bookings

  1. When this happensStep 1: Scheduled Booking

  2. Then do thisStep 2: Create Task

Meetings tend to generate one main thing: tasks that need to be completed. Zapier can create tasks for you as soon as a meeting is booked, so you can easily follow through with whatever might be needed.

How It Works

  1. You have a new booking in ScheduleOnce
  2. Zapier creates a task in Agile CRM

What You Need

  • ScheduleOnce account
  • Agile CRM account
Try It

Connect Agile CRM + ScheduleOnce in Minutes

It's easy to connect Agile CRM + ScheduleOnce 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.

InstantBooking Lifecycle Event

Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.

Connect the apps you use every day

Get started with a Free account

Or
By signing up, you agree to Zapier’s Terms of Service