Connect Agile CRM and Natif
Integrate Agile CRM with Natif to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Agile CRM + Natif flows
Start from a real workflow other teams are already running.
Choose a trigger
Agile CRM
When this happens...
New Contact
New Deal
New Task
Choose an action
Natif
Automatically do this!
Find uploaded documents
Get document by ID
Delete a document
Get extraction results
Get OCR results
List existing document sharing tokens
Create a token for sharing a document
Find uploaded documents in Natif when New Contact in Agilecrm
Use this flowGet document by ID from Natif when New Contact in Agilecrm
Use this flowDelete a document in Natif when New Contact in Agilecrm
Use this flowGet extraction results from Natif when New Contact in Agilecrm
Use this flowGet OCR results in Natif when New Contact in Agilecrm
Use this flowList existing document sharing tokens in Natif when New Contact in Agilecrm
Use this flowCreate a token for sharing a document in Natif when New Contact in Agilecrm
Use this flowFind uploaded documents in Natif when New Deal in Agilecrm
Use this flowGet document by ID from Natif when New Deal in Agilecrm
Use this flowDelete a document in Natif when New Deal in Agilecrm
Use this flowSupported Triggers & Actions
Everything you can automate between Agile CRM and Natif.
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.
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
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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From idea to automation.
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 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 more
About Natif
Natif.ai is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers advanced AI tools designed to automate tasks, improve decision-making, and increase operational efficiency. With Natif.ai, businesses can harness the power of AI to transform their workflows and gain a competitive edge in their industry.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agile CRM and Natif 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 Agile CRM and Natif 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 Natif. No coding required.
Yes. You can set up a workflow where Agile CRM triggers actions in Natif, and a separate workflow where Natif triggers actions in Agile CRM. 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 Agile CRM and Natif. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agile CRM and Natif integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
