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Create integrations between Tookan and Agile CRM to automate any workflow

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An event a Zap performs after it starts
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect Tookan and Agile CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Description

    • Geofence

    • Order ID

    • Customer Name

    • Customer Email

    • Customer Phone

    • Start TimeRequired

    • End TimeRequired

    • TimezoneRequired

    • Task AddressRequired

    • Latitude

    • Longitude

    • Template Name

    • Auto Assign Task ?

    • Team

    • Agent

    • Agent Tags

    Action
    Write
    • Description

    • Geofence

    • Order ID

    • Customer Name

    • Customer Email

    • Customer Phone

    • Start TimeRequired

    • End TimeRequired

    • TimezoneRequired

    • Task AddressRequired

    • Latitude

    • Longitude

    • Template Name

    • Auto Assign Task ?

    • Team

    • Agent

    • Agent Tags

    • Tracking Link ?

    Action
    Write
    • Description

    • Geofence

    • Order ID

    • Pick Up Customer Name

    • Pick Up Customer Email

    • Pick Up Customer Phone

    • Pick Up BeforeRequired

    • Pick Up Task AddressRequired

    • Pick Up Address Latitude

    • Pick Up Address Longitude

    • Delivery Customer Name

    • Delivery Customer Email

    • Delivery Customer Phone

    • Delivery BeforeRequired

    • Delivery Task AddressRequired

    • Delivery Task Address Latitude

    • Delivery Task Address Longitude

    • TimezoneRequired

    • Pick Up Task Template Name

    • Delivery Template Name

    • Auto Assign Task ?

    • Team

    • Agent

    • Agent Tags

    • Tracking Link ?

    Action
    Write
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
    • Description

    • Geofence

    • Order ID

    • Customer Name

    • Customer Email

    • Customer Phone

    • Complete BeforeRequired

    • TimezoneRequired

    • Task AddressRequired

    • Latitude

    • Longitude

    • Template Name

    • Auto Assign Task ?

    • Team

    • Agent

    • Agent Tags

    • Tracking Link ?

    Action
    Write
    • Description

    • Geofence

    • Order ID

    • Customer Name

    • Customer Email

    • Customer Phone

    • Complete BeforeRequired

    • TimezoneRequired

    • Task AddressRequired

    • Latitude

    • Longitude

    • Template Name

    • Auto Assign Task

    • Team

    • Agent

    • Agent Tags

    • Tracking Link

    Action
    Write
    • Track / MilestoneRequired

    Trigger
    Scheduled
    Try It
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tookan logo

About Tookan

Schedule, dispatch and track your fleet with an intuitive & powerful on-demand delivery management platform.

Related categories

  • Scheduling & Booking
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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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