Optix + Agile CRM Integrations

How to connect Optix + Agile CRM

Zapier lets you send info between Optix and Agile CRM automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

Choose a Trigger

Start here arrow pointing down

Choose an Action

Connect Apps

Connect My Apps

Free forever for core features
14 day trial for premium features & apps

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?

- VenueRequired
  Pick which venue to watch for canceled assignments.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new assignments.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new bookings.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new bookings.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new bookings.
Trigger
Instant
Try It

- VenueRequired
  Pick which venue to watch for new members.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new plan subscriptions.
Trigger
Instant
Try It

- VenueRequired
  Pick which venue to watch for new members.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for plan subscriptions ending soon.
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- Track / MilestoneRequired
Trigger
Scheduled
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
Try It
- Ticket FilterRequired
  Filters.
Trigger
Scheduled
Try It
- Tag NameRequired
  The name of the tag added to the contact.
Trigger
Scheduled
Try It
- Contact EmailRequired
  Email of the Contact.
- Subject of NoteRequired
  Subject of the Note.
- DescriptionRequired
  Description of the Notes.
Action
Write
- Contact EmailRequired
  Email of the Contact.
- TagsRequired
  Tags to be added to the contact separated by comma. Tags can’t contain special chars except space and underscore.
Action
Write
- First NameRequired
  The First name of the Contact.
- Last Name
  Last name of the Contact.
- EmailRequired
  Email Address of the Contact.
- If Duplicate Found
  If there is a contact already in Agile with the given email, what should be done.
- Phone
  Phone Number.
- Tag
  Tags to be added to the contact separated by comma. Tags can’t contain number or special characters except space and underscore.
- Company
  Name of the company.
- Add Address
  Enter address line here.
- City
- State
- Zip Code
- Country
- Website
  Link website to a contact.
Action
Write
- NameRequired
  Name of the event.
- PriorityRequired
  Priority of the Event.
- OwnerRequired
  Owner of the event.
- Start TimeRequired
  The starting time of the event.
- End TimeRequired
  End time of the event.
Action
Write
- SubjectRequired
  Subject of the task.
- Task TypeRequired
  Type of the task.
- PriorityRequired
  Priority of the Task.
- Owner
  Owner of the task.
- Email
  Email ID of the Contact.
- Due Date
  Due Date of the Task.
Action
Write

- VenueRequired
  Pick which venue to watch for updated assignments.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for cancelled plan subscriptions.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new bookings.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new bookings.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new bookings.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new members.
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for updated plan subscriptions.
Trigger
Instant
Try It
- VenueRequired
  Pick which venue to watch for new bookings.
Trigger
Instant
Try It
- OrganizationRequired
- EmailRequired
- First Name
- Last Name
- Password
- Phone Number
- Billing > Tax Number
- Billing > Street
- Billing > City
- Billing > Country
- Billing > ZIP / Postal Code
- Billing > Additional Notification Email
- Send Welcome Email
Action
Write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Try It
- CampaignRequired
  The campaign workflow to add the contact to.
- Subscriber EmailRequired
  Email of the contact to be added to campaign.
Action
Write
- Contact EmailRequired
  Email of the contact.
- Score to Be AddedRequired
  Score to be added to the Contact in the AgileCRM.
Action
Write
- Company NameRequired
  Name of the Company.
- Company URL
  URL of the company.
Action
Write
- NameRequired
  Name of the Deal.
- Owner
  Owner of the Deal.
- Probability (%)
  Enter the probability of the deal.
- ValueRequired
  Expected value of the deal.
- Track
  Select the track for the deal from the given list.
- Milestone
  Milestone of the Deal. The text should match an existing milestone for the selected Track (case sensitive).
- Related To
  The Email of the Contact.
- Close Date
  Close Date of the deal.
- Description
  Description of the Deal.
- Deal Source
  List of deal source option for a deal.
Action
Write
- EmailRequired
  Email.
- SubjectRequired
  Subject of the ticket.
- Cc
  CC emails.
- PriorityRequired
  Priority.
- Status
  Status.
- AssigneeRequired
  Group name to assign.
- MessageRequired
  Message.
Action
Write
- EmailRequired
  Email address of the contact in the Agile CRM. It is used to identify which contact needs to be updated.
- First Name
  First name of the contact.
- Last Name
  Last name of the contact in Agile CRM.
- Company
  Company Name of the contact.
- Phone
  Phone Number of the contact.
- Tags
  Tags to be added to the contact. Multiple tags must be separated by comma.
- Add Address
  Enter line address.
- City
- State
- Zip Code
- Country
- Create New Contact
  If no contact is present with the given email, should a NEW contact be created?
- Website
  Link up a website to a contact.
Action
Write

How Optix + Agile CRM Integrations Work

Step 1: Authenticate Optix 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.

Connect apps

Connect Optix + Agile CRM

About Optix

Optix is a platform for on-demand work and meeting spaces.

Learn more

Related categories

Scheduling & Booking

About Agile CRM

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

Related categories

CRM (Customer Relationship Management)

Similar apps

HubSpot

Marketing Automation

Keap Max Classic

Marketing Automation

Inbound Now

Marketing Automation, WordPress

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

Optix + Agile CRM Integrations

How to connect Optix + Agile CRM

Connect your apps and automate workflows

Assignment Canceled

New Assignment

VenueRequired

New Issue

VenueRequired

Booking Canceled

VenueRequired

New Booking

VenueRequired

New Member

VenueRequired

New Plan Subscription

VenueRequired

New Invoice Payment

VenueRequired

Plan Subscription Ending Soon

VenueRequired

Team Member Deleted

VenueRequired

Changed Deal Milestone

Track / MilestoneRequired

New Case

New Deal

New Ticket

Ticket FilterRequired

New Tag to Contact

Tag NameRequired

Add Note

Contact EmailRequired

Subject of NoteRequired

DescriptionRequired

Add Tag to Contact

Contact EmailRequired

TagsRequired

Create Contact

First NameRequired

Last Name

EmailRequired

If Duplicate Found

Phone

Tag

Company

Add Address

City

State

Zip Code

Country

Website

Add Event

NameRequired

PriorityRequired

OwnerRequired

Start TimeRequired

End TimeRequired

Create Task

SubjectRequired

Task TypeRequired

PriorityRequired

Owner

Email

Due Date

Assignment Changed

VenueRequired

Plan Subscription Canceled

VenueRequired

New Lead

VenueRequired

Booking Changed

VenueRequired

New Check-In

VenueRequired

New User Support Request

VenueRequired

New Team Member

VenueRequired

Plan Subscription Changed

VenueRequired