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Agile CRM + Spondyr

Create new Spondyr documents from Agile CRM deal milestones

Milestones are critically important to any business deal. But when each milestone requires it's own set of documents to be sent to the client, managing all that paperwork can be tedious. With this integration, Zapier will send any new milestone information in Agile CRM to Spondyr to create and optionally deliver merged documents.

Milestones are critically important to any business deal. But when each milestone requires it's own set of documents to be sent to the client, managing all that paperwork can be tedious. With this integration, Zapier will send any new milestone information in Agile CRM to Spondyr to create and optionally deliver merged documents.

  1. When this happens...
    Agile CRMAgile CRM
    Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone you choose.

    TriggerScheduled
  2. automatically do this!
    SpondyrSpondyr
    Create Spondyr

    Creates a new Spondyr request.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Track / MilestoneRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Case

    Triggers when a new case is added in Agile CRM.

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Deal

    Triggers when a new Deal is added in AgileCRM.

    Trigger
    Scheduled
    Try It

    • Ticket FilterRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
  • Agile CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is add in AgileCRM.

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Event

    Triggers when a new event is created in Agile CRM.

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Task

    Triggers when a new task is added in the Agile CRM.

    Trigger
    Scheduled
    Try It
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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.
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Related categories

  • CRM (Customer Relationship Management)

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spondyr logo

About Spondyr

Spondyr is a templated document & correspondence platform, enabling you to effortlessly deliver template-driven content to your recipients.

Related categories

Related Zap Templates

  • Create new Spondyr documents for new Agile CRM contacts

Related Zap Templates