Connect Agile CRM and AlgoDocs Integration to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Deal
New Task
Choose an Action
Automatically do this!
- Request a new Action for AlgoDocs Integration
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
Extracted Data Available
Triggers when a new Document is processed and extracted data is available
Do thisActions
Action is the task that follows automatically within your Agile CRM integrations.
List All Contacts
Retrieves the list of all contacts
List All Companies
Retrieves the list of all companies
List All Events
Retrieves the list of all events
List All Deals
Retrieves the list of all deals
List All Campaigns
Retrieves the list of all campaigns
List All Tracks
Retrieves the list of al tracks
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Frequently Asked Questions
To start, connect both your Agile CRM and AlgoDocs Integration accounts to viaSocket. Once connected, you can set up a workflow where an event in Agile CRM triggers actions in AlgoDocs Integration (or vice versa).
Absolutely. You can customize how Agile CRM data is recorded in AlgoDocs Integration. This includes choosing which data fields go into which fields of AlgoDocs Integration, setting up custom formats, and filtering out unwanted information.
The data sync between Agile CRM and AlgoDocs Integration 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 AlgoDocs Integration. 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.
About 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.
Learn MoreAbout AlgoDocs Integration
Integrate with AlgoDocs API to seamlessly manage and process your documents. Automate document extraction, data processing, and more with ease.
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