Connect AgentMail and webCRM
Integrate AgentMail with webCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Activity in webCRM when New Email Received in Agentmail
List All Activities in Webcrm when New Email Received in Agentmail
List All Campaigns from webCRM when New Email Received in Agentmail
List All Documents from webCRM when New Email Received in Agentmail
List All Events from webCRM when New Email Received in Agentmail
Popular AgentMail + webCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
AgentMail
When this happens...
New Email Received
New Email Sent
New Email Delivered
New Email Bounced
New Spam Complaint
Choose an action
webCRM
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Create Activity in webCRM when New Email Received in Agentmail
Use this flowList All Activities in Webcrm when New Email Received in Agentmail
Use this flowList All Campaigns from webCRM when New Email Received in Agentmail
Use this flowList All Documents from webCRM when New Email Received in Agentmail
Use this flowList All Events from webCRM when New Email Received in Agentmail
Use this flowList All Meetings from webCRM when New Email Received in Agentmail
Use this flowList All Milestones from webCRM when New Email Received in Agentmail
Use this flowList All Opportunities from webCRM when New Email Received in Agentmail
Use this flowList All Organisations from webCRM when New Email Received in Agentmail
Use this flowList All Persons from WebCRM when New Email Received in Agentmail
Use this flowSupported Triggers & Actions
Everything you can automate between AgentMail and webCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Email Received
Runs when a new email arrives in a chosen inbox.
New Email Sent
Runs when an email is sent from a chosen inbox.
New Email Delivered
Runs when a sent email reaches the recipient's mail server.
New Email Bounced
Runs when a sent email bounces, with the bounce type and recipients.
New Spam Complaint
Runs when a recipient marks a sent email as spam.
New Activity Is Created
Runs when new activity is created
Do thisActions
Action is the task that follows automatically within your AgentMail integrations.
Forward Email
Forward an email from an inbox to new recipients with an optional note.
Send Email
Send a new email from an inbox with text or HTML, attachments and labels.
Create Inbox
Create a new email inbox with an optional username, domain and display name.
Reply to Email
Reply to an email in its thread, to the sender or to everyone on it.
Update Email Labels
Add or remove labels on an email to track its state.
Send Draft
Send a saved draft from an inbox and optionally change its labels.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About AgentMail
AgentMail provides email inboxes and API tools for AI agents to send, receive, and manage email programmatically.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your AgentMail and webCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between AgentMail and webCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach webCRM. No coding required.
Yes. You can set up a workflow where AgentMail triggers actions in webCRM, and a separate workflow where webCRM triggers actions in AgentMail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between AgentMail and webCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire AgentMail and webCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
