Triggers

New Deal

Triggers when a new Deal is added in AgileCRM.

New Contact

Triggers when a new contact is add in AgileCRM.

New Case

Triggers when a new case is added in Agile CRM.

New Event

Triggers when a new event is created in Agile CRM.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

New Task

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

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

Actions

Add Score to Contact

Add Score to a Contact in the AgileCRM.

Add Event

Create event an event in Agile CRM

Create Company

Create a New Company

Create or Update Contact

Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

Create Deal

Create a deal in the Agile CRM.

Create Task

Create a Task for the Contact.

Create Case

Create a Case in Agile CRM.

Add Tag to Contact

Add Tag to a Contact in the Agile CRM.

Add Note

Add a Note to the Contact.

Create Contact

Creates New Contact in the Agile CRM.

Add to Campaign

Subscribe to a Campaign.