Connect Agile CRM and SafetyCulture to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Deal
New Task
Choose an Action
Automatically do this!
Find Users by Email
Create Inspection Edit Link
Create Public Inspection Report Link
Start Inspection
Start Inspection Report Export
Share Inspection
List Credential Settings
List Actions
List Feed For Groups
List Inspection Items
List Inspections
List Issue Assignees
List Issues
List Schedule Assignees
List Schedule Occurrences
List Schedules
List Site Members
List Sites
List Templates
List Feed For Users
List Course Progress
List Schedule Items
Ready to use Agile CRM and SafetyCulture automations
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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.
Inspection Completed
Triggers when an inspection from a selected template is completed.
Any Inspection Completed
Triggers when any inspection is completed.
Action Created
Triggers when an action 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
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Frequently Asked Questions
To start, connect both your Agile CRM and SafetyCulture accounts to viaSocket. Once connected, you can set up a workflow where an event in Agile CRM triggers actions in SafetyCulture (or vice versa).
Absolutely. You can customize how Agile CRM data is recorded in SafetyCulture. This includes choosing which data fields go into which fields of SafetyCulture, setting up custom formats, and filtering out unwanted information.
The data sync between Agile CRM and SafetyCulture 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 SafetyCulture. 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 SafetyCulture
SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.
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