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Create new Spondyr documents from Agile CRM deal milestones

  1. When this happensStep 1: Changed Deal Milestone

  2. Then do thisStep 2: Create Spondyr

Milestones are critically important to any business deal. But when each milestone requires it's own set of documents to be sent to the client, managing all that paperwork can be tedious. With this integration, Zapier will send any new milestone information in Agile CRM to Spondyr to create and optionally deliver merged documents.

How this Agile CRM-Spondyr integration works

  1. You change a deal milestone in Agile CRM
  2. Zapier will send the deal milestone's data to Spondyr and use the template/rules you've defined there to create merged documents

Apps involved

  • Agile CRM
  • Spondyr
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Connect Agile CRM + Spondyr in Minutes

It's easy to connect Agile CRM + Spondyr 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 Spondyr

Creates a new Spondyr request.

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