Agile CRM + SendOwl

Agile CRM + SendOwl integrations

Create deals in Agile CRM for new payments in SendOwl

Ensure smooth record-keeping for your SendOwl transactions within Agile CRM. Upon the occurrence of each new payment in SendOwl, a corresponding record is efficiently created in Agile CRM. This automation eliminates the need for manual data transfer, facilitating seamless management of your transactions across platforms.

When this happens...
New PaymentTriggers when a payment is made to an order in SendOwl.
TriggerInstant
automatically do this!
Create DealCreate a deal in the Agile CRM.
ActionWrite

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More things you can do with SendOwl and Agile CRM

Discover other triggers and actions you can use with SendOwl and Agile CRM

New Order
Triggers when an order reaches complete or subscription active or free state in SendOwl.
Trigger
Instant
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New Refund
Triggers when a refund is issued.
Trigger
Instant
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- Track / Milestone
  Required
Trigger
Polling
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
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- Ticket Filter
  Required
Trigger
Polling
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- Tag Name
  Required
Trigger
Polling
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- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write

New Payment
Triggers when a payment is made to an order in SendOwl.
Trigger
Instant
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Subscription Termination
Triggers when a subscription order reaches complete or cancelled state in SendOwl.
Trigger
Instant
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Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
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- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
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.

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About SendOwl

SendOwl's mission is to increase digital product sales globally. Sell your digital products how and where you want.

Learn moreLearn moreHelpHelp

Related categories

eCommerce

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Related Zap Templates

Add tags to Agile CRM contacts when new orders are placed in SendOwl

Related Zap Templates

Add tags to Agile CRM contacts when new orders are placed in SendOwl