Connect Agile CRM and Robocorp to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Deal
New Task
Choose an Action
Automatically do this!
Create Assets
Create Assistant
Create Asset Upload
Search Assistants
Search Processes
Search Assets
Delete Asset
Create New Task Package
Create work item
Ready to use Agile CRM and Robocorp automations
Explore more automations built by businesses and experts
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- Send for Approval acceptCreate Entry of expensesAdd Step
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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.
Process Run completed
Triggers when a process run is completed.
Process Run Unresolved
Triggers when a process run is Unresolved.
Process Run Started
Triggers when a process run is started.
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 Robocorp accounts to viaSocket. Once connected, you can set up a workflow where an event in Agile CRM triggers actions in Robocorp (or vice versa).
Absolutely. You can customize how Agile CRM data is recorded in Robocorp. This includes choosing which data fields go into which fields of Robocorp, setting up custom formats, and filtering out unwanted information.
The data sync between Agile CRM and Robocorp 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 Robocorp. 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 Robocorp
Robocorp is a leading platform in the field of robotic process automation (RPA), providing tools and solutions to automate repetitive tasks and workflows. It empowers businesses to enhance productivity and efficiency by leveraging advanced automation technologies.
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