How to connect Practice Better + Agile CRM
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- Cancelled BookingTriggers when a booking is cancelled.Trigger
- Confirmed BookingTriggers when a booking is confirmed.Trigger
- Confirmed PackageTriggers when a package is confirmed.Trigger
- Program EnrollmentTriggers when a client is enrolled in a program.Trigger
- New ClientAdds a new client to your account.Trigger
- Updated BookingTriggers when a booking is updated.Trigger
- Add ClientAdd a new client to your account.Action
- Changed Deal MilestoneTriggers when a Deal reaches a specific milestone you choose.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
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.
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