
When this happens...
New Contact
New Deal
New Task

Automatically do this!
Create Task
Create Project
Create Customer
Modify Time-Track
Find Customer
Find Project
Find Task
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created in agile crm
Triggers when a new deal is created
Triggers when a task is created.
Triggers when a new task created.
Triggers when an existing task updated.
Triggers when an existing task deleted.
Action is the task that follows automatically within your Agile CRM integrations.
Retrieves the list of all contacts
Retrieves the list of all companies
Retrieves the list of all events
Retrieves the list of all deals
Retrieves the list of all campaigns
Retrieves the list of al tracks

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To start, connect both your Agile CRM and actiTIME accounts to viaSocket. Once connected, you can set up a workflow where an event in Agile CRM triggers actions in actiTIME (or vice versa).
Absolutely. You can customize how Agile CRM data is recorded in actiTIME. This includes choosing which data fields go into which fields of actiTIME, setting up custom formats, and filtering out unwanted information.
The data sync between Agile CRM and actiTIME typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Agile CRM and actiTIME. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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