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Agile CRM + Spondyr

Create new Spondyr documents for new Agile CRM contacts

Want to create merged Spondyr documents from new contacts created in Agile CRM? With this integration, Zapier will automatically send new contact information from Agile CRM to Spondyr to create and optionally deliver merged documents.

Want to create merged Spondyr documents from new contacts created in Agile CRM? With this integration, Zapier will automatically send new contact information from Agile CRM to Spondyr to create and optionally deliver merged documents.

  1. When this happens...
    Agile CRMAgile CRM
    New Contact

    Triggers when a new contact is add in AgileCRM.

    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
    • 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 logo
agile-crm logo

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
spondyr logo

About Spondyr

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

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