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.

Integration & Dashboard Templates

Save hours on creating Automations and Dashboards from scratch with 100s of professionally designed templates.

Triggers, Searches and Actions

Easyflow connects simply and security to your chosen app so you can unlock powerful capabilities by:

Watch Contacts (Trigger)

Triggers when a contact is created.

Watch Tasks (Trigger)

Triggers when a task is created

Watch Tickets (Trigger)

Triggers when a ticket is created or updated

Get a Company (Search)

Gets the details of a company

Get a Deal (Search)

Gets the details of a deal

Get a Task (Search)

Gets the details of a task

Get a Contact (Search)

Gets the details of a contact

Get an Event (Search)

Gets the details of an event

Get a Ticket (Search)

Gets the details of a ticket.

List Deals (Search)

Retrieves a list of all deals

List Tasks (Search)

Retrieves a list of the tasks by given filter parameters.

Get All Messages in a Ticket (Search)

Retrieves all messages within a specified ticket.

List Contacts (Search)

Retrieves a list of all contacts

List Events (Search)

Retrieves a list of all events

List Tickets (Search)

Retrieves a list of all tickets

Update a Contact (Action)

Updates an existing contact

Update an Event (Action)

Updates an existing event

Add an Event (Action)

Adds a new event on the calendar.

Create a Company (Action)

Creates a new company

Create a Deal (Action)

Creates a new deal

Create a Ticket (Action)

Creates a new ticket.

Delete a Contact (Action)

Deletes a contact.

Delete an Event (Action)

Deletes an event.

Delete a Ticket (Action)

Deletes a ticket

List Companies (Action)

Retrieves a list of all companies

Update a Company (Action)

Updates an existing company.

Update a Deal (Action)

Updates an existing deal.

Update a Task (Action)

Updates an existing task.

Search Companies (Action)

Triggers when a company is created, updated or viewed.

Add a Contact to a Campaign (Action)

Adds a contact by email to a selected campaign

Add a Note (Action)

Adds a new note to a ticket, contact or deal

Create a Contact (Action)

Creates a new contact

Create a Task (Action)

Creates a new task

Delete a Company (Action)

Deletes a company

Delete a Deal (Action)

Deletes a deal.

Delete a Task (Action)

Deletes a task

Connect to

1000+ Apps and Services

Explore tons of pre-built templates

Start automating common business processes immediately with tons of prebuilt templates.
You can use them as they are or customize them to suit your needs

Triggers, Searches, Filters, and Actions

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Available Datasets

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Frequently Asked Questions

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Ready to start automating?

Getting started with Easyflow is simple, secure and there's no installation required.

1. Choose your apps

Select and authorize the apps you want to sync.

2. Connect

Hundreds of prebuilt templates

3. Let it start!

Set it and forget it, Easyflow will take over from here!