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Agile CRM Scheduler By Automate Integration using AI Agents

Appy Pie Automate allows you to Integrate Agile CRM with Scheduler By Automate using AI Agents

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Agile CRM Integrations
About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Scheduler By Automate

Scheduler by Appypie is a native tool designed for setting up recurring tasks. Schedule an action to occur daily, even specifying the desired hour. For developers familiar with the concept, this functions similarly to crontabs, cronjobs, or cron.

Scheduler By Automate Integrations
Simplify Agile CRM Scheduler By Automate Integration with seamless setup

Easily set up Agile CRM Scheduler By Automate Integration without coding. Start automating your workflows and Integrate Agile CRM with Scheduler By Automate today.

  • Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Every Day

    Activates daily at a selected hour, scheduling tasks, routines, or daily operations to run at a specified time each day.

  • Every Hour

    Activates every hour, initiating scheduled tasks, recurring activities, or hourly operations at regular intervals.

  • Every Month

    Activates monthly on a selected day at a specified time, scheduling tasks, monthly routines, or periodic operations to run on a set date each month.

  • Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • 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.

  • Update Company

    Update a Company.

How Agile CRM and Scheduler By Automate Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Scheduler By Automate as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Scheduler By Automate.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 15, 2024, 7:17 pm
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