Agile CRM + Paycove

Create quotes or invoices in Paycove when Agile CRM deals reach milestones

Make sure to stay responsive to new opportunities with this Zap. Once it's active, this integration automatically triggers the creation of a Paycove quote or invoice whenever an Agile CRM deal reaches a specified milestone.

Make sure to stay responsive to new opportunities with this Zap. Once it's active, this integration automatically triggers the creation of a Paycove quote or invoice whenever an Agile CRM deal reaches a specified milestone.

  1. When this happens...
    Agile CRMAgile CRM
    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    TriggerInstant
  2. automatically do this!
    PaycovePaycove
    Create Invoice / Quote

    Creates an invoice or quote and contact (and optional organization).

    ActionWrite
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Supported triggers and actions

  • 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.

Related categories

  • CRM (Customer Relationship Management)

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paycove logo
paycove logo

About Paycove

Paycove is a quoting, invoicing, and payments platform.

Related categories

  • Proposal & Invoice Management