Agile CRM + Thankster

Send Thankster cards for new tagged contacts on Agile CRM

Looking for an easy way to make sure those season's greetings go out to all your key customers without spending all that time writing them? This Agile CRM-Thankster integration should solve that problem easily once you bring it online. It will then trigger whenever you tag a new contact on Agile CRM, automatically sending out a card from Thankster with everything you need to show appreciation without wasting your time.

When this happens...
New Tag to Contact
Triggers when a tag is added to contact in AgileCRM.
TriggerScheduled
automatically do this!
Send Cards
Automatically send handwritten cards.
ActionWrite

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Supported triggers and actions

What does this mean?

- Track / MilestoneRequired
Trigger
Scheduled
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
Try It
- Ticket FilterRequired
Trigger
Scheduled
Try It
- Tag NameRequired
Trigger
Scheduled
Try It

- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write

- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write
Get Address Book
Triggers when a new address is created.
Trigger
Scheduled
Try It

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Try It
- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write
- Select a Thankster TemplateRequired
- Sender FirstnameRequired
- Sender Lastname
- Sender Company Name
- Sender Address1Required
- Sender Address2
- Sender CityRequired
- Sender State
- Sender ZipRequired
- Sender Country
- Receiver FirstnameRequired
- Receiver Lastname
- Receiver Company
- Receiver Address1Required
- Receiver Address2
- Receiver CityRequired
- Receiver State
- Receiver ZipRequired
- Receiver Country
- Text One
- Text Two
- Text Three
- Text Four
- Image One (URL)
- Image Two (URL)
- Image Three (URL)
- Image Four (URL)
- Sender Image
- Recipient Image
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 Thankster

Creates and mails cards and notes with authentic handwriting, requiring only address information and message text. Great for CRM, marketing automation, lead gen, and more.

Learn more

Related categories

Customer Appreciation

PRODUCTS

CAPABILITIES

By team

Agile CRM + Thankster

Send Thankster cards for new tagged contacts on Agile CRM

Changed Deal Milestone

New Case

New Deal

New Ticket

Ticket FilterRequired

New Tag to Contact

Tag NameRequired

Add Note

Contact EmailRequired

Subject of NoteRequired

DescriptionRequired

Add Tag to Contact

Contact EmailRequired

TagsRequired

Create Contact

First NameRequired

Last Name

EmailRequired

If Duplicate Found

Phone

Tag

Company

Add Address

City

State

Zip Code

Country

Website

Add Event

NameRequired

PriorityRequired

OwnerRequired

Start TimeRequired

End TimeRequired

Create Task

SubjectRequired

Task TypeRequired

PriorityRequired

Owner

Email

Due Date

Get Address Book

Changing Any Deal Milestone

New Contact

New Event

New Task

Add to Campaign

CampaignRequired

Subscriber EmailRequired

Add Score to Contact

Contact EmailRequired

Score to Be AddedRequired

Create Company

Company NameRequired

Company URL

Create Deal

NameRequired

Owner

Probability (%)

ValueRequired

Track

Milestone

Related To

Close Date

Description

Deal Source

Create Ticket

EmailRequired

SubjectRequired

Cc

PriorityRequired

Status

AssigneeRequired

MessageRequired

Create or Update Contact