Signority + Agile CRM Integrations

How to connect Signority + Agile CRM

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Supported triggers and actions

What does this mean?

New Completed Document
Triggers when a document is completed.
Trigger
Scheduled
New Deleted Document
Triggers when a document is deleted.
Trigger
Scheduled
New Expiring in a Week Document
Triggers when documents are expiring in a week.
Trigger
Scheduled
New Expired Document
Triggers when a document in the account is expired.
Trigger
Scheduled
New Sent Document
Triggers when a new document has been sent.
Trigger
Scheduled
New Template Link
Triggers when a new template link is created.
Trigger
Scheduled
Find Document by Title
Find a document by its title.
Action
Search
Find Documents by Recipient Email
Find the most recent documents by recipient email.
Action
Search
Signority
Find regular templates by title.
Scheduled
Action
Signority
Find a template link by name.
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 Signority + Agile CRM Integrations Work

Step 1: Authenticate Signority 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 Signority + Agile CRM

About Signority

Signority is the easiest and most secure eSignature platform for SME's, that lets you get your documents signed on any device, anytime. You can also manage, share and store your documents to streamline your operations.

Related categories

Signatures

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.