Better Agency + SQL Server Integrations

How to connect Better Agency + SQL Server

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New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Scheduled
New Note Created
Triggers when new note created.
Trigger
Scheduled
New Tag Added to Contact
Triggers when a new tag is added to a contact.
Trigger
Scheduled
New Task Created
Triggers when new task created.
Trigger
Scheduled
Opportunity Stage Move
Triggers when an opportunity is moved into a specific stage.
Trigger
Scheduled

Renewal Pipeline Stage Move
Triggers when a renewal pipeline opportunity is moved into a specific stage.
Trigger
Scheduled
Service Pipeline Stage Move
Triggers when an Service Pipeline opportunity is moved into a specific stage.
Trigger
Scheduled

Better Agency
Client Form to create update a client
Scheduled
Action
Better Agency
Prospect Form to create update a prospect
Scheduled
Action
SQL Server
Triggered when you add a new column.
Scheduled
Trigger
SQL Server
Triggered when you add a new row.
Scheduled
Trigger
SQL Server
Triggered when new rows are returned from a custom query that you provide.
Scheduled
Trigger
SQL Server
Triggered when you add a new table.
Scheduled
Trigger
SQL Server
Triggered when a new row is added or modified.
Scheduled
Trigger
SQL Server
Adds a new row.
Scheduled
Action
SQL Server
Updates an existing row.
Scheduled
Action
SQL Server
Finds a row in a table via a lookup column.
Scheduled
Action
SQL Server
Finds a row in a table via a custom query you control.
Scheduled
Action

Step 1: Authenticate Better Agency and SQL Server.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.