Triggers, Searches, Filters, and Actions
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Triggers when a new task is added in the Agile CRM.
Triggers when a new event is created in Agile CRM.
Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
Triggers when a new Deal is added in AgileCRM.
New Tag to Contact .
Triggers when a tag is added to contact in AgileCRM
Triggers when a new case is added in Agile CRM.
Triggers when a new contact is add in AgileCRM.
Triggers when a new ticket is added in 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.
Create a New Company.
Create event an event in Agile CRM.
Add Score to Contact
Add Score to a Contact in the AgileCRM.
Add to Campaign
Subscribe to a Campaign.
Creates Ticket in the Agile CRM.
Creates New Contact in the Agile CRM.
Add a Note to the Contact.
Add Tag to Contact
Add Tag to a Contact in the Agile CRM.
Create a Task for the Contact.
Create a deal in the Agile CRM.