Proposify + Agile CRM Integrations
How to connect Proposify + Agile CRM
Zapier lets you send info between Proposify and Agile CRM automatically—no code required.
Popular Proposify + Agile CRM workflows
Create new Agile CRM contacts from new Proposify proposals
Create new Agile CRM contacts from new Proposify proposalsCreate Agile CRM deals from new Proposify proposals
Create Agile CRM deals from new Proposify proposals
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Client Commented on a ProposalTriggers when a client has left a comment on the client view.Trigger- Client CreatedTriggers when a user creates a new client.Trigger
- Proposal CreatedTriggers when a proposal is created.Trigger
- Proposal LostTriggers when a Proposal is declined by a client.Trigger
- Proposal SentTriggers when a proposal is sent or marked as sent by a user.Trigger
- Proposal SignedTriggers when a proposal is signed by a client.Trigger
- Proposal ViewedTriggers when a proposal is viewed by a client.Trigger
- Proposal WonTriggers when a proposal is accepted by a client.Trigger
- Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
- Proposify
Creates a new client.
Scheduled
Action
- Proposify
Creates a new proposal.
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
How Proposify + Agile CRM Integrations Work
- Step 1: Authenticate Proposify 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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