Agile CRM + Spondyr

Agile CRM + Spondyr integrations

Create new Spondyr documents from Agile CRM deal milestones

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.

When this happens...
Changed Deal MilestoneTriggers when a Deal reaches a specific milestone you choose.
TriggerPolling
automatically do this!
Create SpondyrCreates a new Spondyr request.
ActionWrite

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More things you can do with Agile CRM and Spondyr

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

- 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
Try It
- 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
Spondyr Processed
Triggers when a Spondyr has finished processing and a correspondence has been generated.
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
Try It
- 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
- Event Type
  Required
- Is Generate Only
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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Related categories

CRM (Customer Relationship Management)

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About Spondyr

Spondyr is a templated document & correspondence platform, enabling you to effortlessly deliver template-driven content to your recipients.

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Related categories

Documents

Related Zap Templates

Create new Spondyr documents for new Agile CRM contacts

Related Zap Templates

Create new Spondyr documents for new Agile CRM contacts