Connect Agile CRM and Onsched to Build Intelligent Automations

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Agile CRM

When this happens...

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Onsched

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created in agile crm

New Deal

New Deal

Triggers when a new deal is created

New Task

New Task

Triggers when a task is created.

Create Appointment

Create Appointment

Create a new customer appointment with date, time, and location

Request a new Trigger for Agile CRM

Do thisActions

Action is the task that follows automatically within your Agile CRM integrations.

List All  Contacts

List All Contacts

Retrieves the list of all contacts

List All  Companies

List All Companies

Retrieves the list of all companies

List All Events

List All Events

Retrieves the list of all events

List All Deals

List All Deals

Retrieves the list of all deals

List All Campaigns

List All Campaigns

Retrieves the list of all campaigns

List All Tracks

List All Tracks

Retrieves the list of al tracks

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Frequently Asked Questions

How do I start an integration between Agile CRM and Onsched?

To start, connect both your Agile CRM and Onsched accounts to viaSocket. Once connected, you can set up a workflow where an event in Agile CRM triggers actions in Onsched (or vice versa).

Can we customize how data from Agile CRM is recorded in Onsched?

Absolutely. You can customize how Agile CRM data is recorded in Onsched. This includes choosing which data fields go into which fields of Onsched, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Agile CRM and Onsched?

The data sync between Agile CRM and Onsched typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Agile CRM to Onsched?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Agile CRM and Onsched?

Yes, you can set conditional logic to control the flow of data between Agile CRM and Onsched. 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

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.

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Onsched

About Onsched

Onsched is a powerful scheduling and booking platform designed to streamline appointment management for businesses. It offers customizable solutions to enhance customer engagement and optimize scheduling processes.

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