How to connect Microsoft Teams + Agile CRM + GoTo Webinar
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Do even more with Microsoft Teams + Agile CRM + GoTo Webinar
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 Microsoft Teams, Agile CRM, and GoTo Webinar. And don’t forget that you can add more apps and actions to create complex workflows.
- New ChannelTriggers when a new channel is created within a team.Trigger
- New Channel MentionTriggers when a member or highlight word is mentioned in a channel. Requires installation of theTrigger
- New Chat MessageTriggers when a new message is received in a chat.Trigger
- New ChatTriggers when a new chat is created.Trigger
- New Team MemberTriggers when a new member is added to a team. Requires installation of theTrigger
- New Channel MessageTriggers when a new message is posted in a channel. Requires installation of theTrigger
- Create ChannelCreates a new channel within a team. Requires installation of theAction
- Send Channel MessageSends a message to a channel. Requires installation of theAction
- Microsoft Teams
Sends a message in an existing chat.
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
- GoTo Webinar
Triggers when a registrant completes a webinar. At that point, they are considered an attendee.
Scheduled
Trigger
- GoTo Webinar
Triggers when a new registrant is added to a webinar.
Scheduled
Trigger
- GoTo Webinar
Triggers when you add a new upcoming webinar.
Scheduled
Trigger
- GoTo Webinar
Create a new registrant for a webinar.
Scheduled
Action
- GoTo Webinar
Removes a registrant from a webinar.
Scheduled
Action
- GoTo Webinar
Create and schedule a new, single-session webinar.
Scheduled
Action
- GoTo Webinar
Finds an existing registrant.
Scheduled
Action
- GoTo Webinar
Finds an existing webinar.
Scheduled
Action
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How Microsoft Teams + Agile CRM + GoTo Webinar Integrations Work
- Step 1: Authenticate Microsoft Teams, Agile CRM, and GoTo Webinar.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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