When this happens...
DocsifyNew Link Clicked
Then do this...
Agile CRMCreate Task

Do you really want to hit your sales quota next month? You'd better automate setting up tasks in your CRM. Do you still manually create them in your Agile CRM? Stop doing it today. With this integration, whenever a new Docsify link is clicked in a sent email, Zapier will automatically create a new task in Agile CRM. No more manual task creation, let Zapier automate it for you!

How this Docsify-Agile CRM integration works

  1. A Docsify link is clicked in a sent email by the recipient
  2. Zapier automatically creates a new task on Agile CRM

Apps involved

  • Docsify
  • Agile CRM

Why Zapier?


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No coding required—automate any of 1,000+ apps in minutes.


Enterprise-level security—connect mission-critical apps.

It's easy to connect Docsify + Agile CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Email Opened

Trigger when the email was opened.

Create Deal

Create a deal in the Agile CRM.

New Document Downloaded

Trigger when the document was downloaded.

Create Task

Create a Task for the Contact.

New Document Opened

Trigger when the document was opened.

Add Tag to Contact

Add Tag to a Contact in the Agile CRM.

New Ticket

Triggers when a new ticket is added in Agile CRM.

Add Note

Add a Note to the Contact.

New Contact

Triggers when a new contact is add in AgileCRM.

Create Contact

Creates New Contact in the Agile CRM.

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Become a Zapier Integration Partner

Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

See Agile CRM Integrations