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Create new Spondyr documents for new Agile CRM contacts

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Create Spondyr

Want to create merged Spondyr documents from new contacts created in Agile CRM? With this integration, Zapier will automatically send new contact information from Agile CRM to Spondyr to create and optionally deliver merged documents.

How this Agile CRM-Spondyr integration works

  1. A new contact is added in Agile CRM
  2. Zapier will send the contact'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.

InstantSpondyr Processed

Triggers when a Spondyr has finished processing and a correspondence has been generated.