Code by Zapier + Formstack Documents + Agile CRM Integrations
How to connect Code by Zapier + Formstack Documents + Agile CRM
Zapier lets you send info between Code by Zapier, Formstack Documents, and Agile CRM automatically—no code required.
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Do even more with Code by Zapier + Formstack Documents + Agile CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Code by Zapier, Formstack Documents, and Agile CRM. And don’t forget that you can add more apps and actions to create complex workflows.
Run JavascriptUse Javascript to kick off a workflow. You must return an array of objects.Trigger- Run PythonUse Python to kick off a workflow. You must return an array of objects.Trigger
- Run JavascriptRun Javascript in response to data from trigger.Action
- Run PythonRun Python in response to data from trigger.Action
New Merged DocumentTriggers when a merged/populated document is created.Trigger- Combine FilesCombine multiple files into a single PDF or DOCX.Action
- Convert File to PDFConverts a given file to a PDF.Action
- Create Data Route MergeSend data to your Data Route URL.Action
- Formstack Documents
Send data to your Merge URL.
Scheduled
Action
- Formstack Documents
Extracts the field values from the given PDF file.
Scheduled
Action
- Agile CRM
Triggers when a Deal reaches a specific milestone you choose.
Scheduled
Trigger
- Agile CRM
Changing any milestone in Agile CRM should be triggered.
Instant
Trigger
- Agile CRM
Triggers when a new case is added in Agile CRM.
Scheduled
Trigger
- Agile CRM
Triggers when a new contact is add in AgileCRM.
Scheduled
Trigger
- Agile CRM
Triggers when a new Deal is added in AgileCRM.
Scheduled
Trigger
- Agile CRM
Triggers when a new event is created in Agile CRM.
Scheduled
Trigger
- Agile CRM
Triggers when a new ticket is added in Agile CRM.
Scheduled
Trigger
- Agile CRM
Triggers when a new task is added in the Agile CRM.
Scheduled
Trigger
- Agile CRM
Triggers when a tag is added to contact in AgileCRM.
Scheduled
Trigger
- Agile CRM
Subscribe to a Campaign.
Scheduled
Action
- Agile CRM
Add a Note to the Contact.
Scheduled
Action
- Agile CRM
Add Score to a Contact in the AgileCRM.
Scheduled
Action
- Agile CRM
Add Tag to a Contact in the Agile CRM.
Scheduled
Action
- Agile CRM
Create a New Company.
Scheduled
Action
- Agile CRM
Creates New Contact in the Agile CRM.
Scheduled
Action
- Agile CRM
Create a deal in the Agile CRM.
Scheduled
Action
- Agile CRM
Create event an event in Agile CRM.
Scheduled
Action
- Agile CRM
Creates Ticket in the Agile CRM.
Scheduled
Action
- Agile CRM
Create a Task for the Contact.
Scheduled
Action
- Agile CRM
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Scheduled
Action
Connect your apps and automate workflows
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How Code by Zapier + Formstack Documents + Agile CRM Integrations Work
- Step 1: Authenticate Code by Zapier, Formstack Documents, and Agile CRM.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.
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