Practice Better + Agile CRM Integrations

How to connect Practice Better + Agile CRM

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Supported triggers and actions

What does this mean?

Cancelled Booking
Triggers when a booking is cancelled.
Trigger
Instant
Confirmed Booking
Triggers when a booking is confirmed.
Trigger
Instant
Confirmed Package
Triggers when a package is confirmed.
Trigger
Instant
Program Enrollment
Triggers when a client is enrolled in a program.
Trigger
Instant
New Client
Adds a new client to your account.
Trigger
Instant
Updated Booking
Triggers when a booking is updated.
Trigger
Instant
Add Client
Add a new client to your account.
Action
Write
Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
Trigger
Scheduled
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

How Practice Better + Agile CRM Integrations Work

Step 1: Authenticate Practice Better 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 Practice Better + Agile CRM

About Practice Better

Practice Better is a comprehensive solution to help you manage your Health & Wellness practice and the entire client journey with ease, saving you both time and money!

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.