Connect Agile CRM and Booqable to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Deal
New Task
Choose an Action
Automatically do this!
List All Customers
List All Users
List All Products
List All Provinces
List All Payments
List All Orders
List All Notes
List All Employees
List All Documents
List All Collections
List All Items
Find Customer by ID
Find Customer by Email or Name
List All Emails
Create Customer
Update Customer
Delete Customer
Find Order by ID
Ready to use Agile CRM and Booqable automations
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.
New Customer Update
Triggers when a new customer is update.
New Customer
Triggers when a new customer is added.
Updated Order
Triggers when an order is updated.
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 Booqable accounts to viaSocket. Once connected, you can set up a workflow where an event in Agile CRM triggers actions in Booqable (or vice versa).
Absolutely. You can customize how Agile CRM data is recorded in Booqable. This includes choosing which data fields go into which fields of Booqable, setting up custom formats, and filtering out unwanted information.
The data sync between Agile CRM and Booqable 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 Booqable. 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 Booqable
Booqable is cloud-based rental software to manage your business and accept online bookings.
Learn More
