Create integrations between Envoy for Visitors and Agile CRM to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Visitor Invited
Triggers when a visitor invite is created in Envoy.
Try ItVisitor Sign Out
Triggers when a visitor signs out of Envoy.
Try ItTrack / MilestoneRequired
Try ItNew Case
Triggers when a new case is added in Agile CRM.
Try It
Visitor Sign-In
Triggers when a visitor signs into Envoy.
Try ItGuest NameRequired
Guest E-MailRequired
Guest Phone Number
Expected Arrival TimeRequired
Private NotesRequired
Location IDRequired
Visitor TypeRequired
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItNew Contact
Triggers when a new contact is add in AgileCRM.
Try It