Connect Agile CRM and Simplicate
Integrate Agile CRM with Simplicate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Companies in Agilecrm when New Project Created in Simplicate
List All Campaigns in Agilecrm when New Project Created in Simplicate
List All Tickets Filter in Agilecrm when New Project Created in Simplicate
Create Company in Agilecrm when New Project Created in Simplicate
List All Companies in Agilecrm when Project Updated in Simplicate
Popular Agile CRM + Simplicate 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
Simplicate
Automatically do this!
Update Project
List All Organization
List All Expenses
List All Contact Person
List All Person
List All Hours
List All Employee
List All Employee Custom Field Groups
List All Employee Custom Field
List All Leave
List All Timetable
List All Invoices
List All Invoices Status
List All Projects
List All Project Status
List All Sales Quote
List All Sales Custom Field
List All Sales Status
Create Timeline Note
Update Contact
Find Or List Organizations
Find or List Persons
Find or List Projects
Update Organization
Create Organization
Create Contact
Create Project
List All Companies in Agilecrm when New Project Created in Simplicate
Use this flowList All Campaigns in Agilecrm when New Project Created in Simplicate
Use this flowList All Tickets Filter in Agilecrm when New Project Created in Simplicate
Use this flowCreate Company in Agilecrm when New Project Created in Simplicate
Use this flowList All Companies in Agilecrm when Project Updated in Simplicate
Use this flowList All Events in Agilecrm when Project Updated in Simplicate
Use this flowList All Campaigns in Agilecrm when Project Updated in Simplicate
Use this flowList All Tracks in Agilecrm when Project Updated in Simplicate
Use this flowList All Tickets Filter in Agilecrm when Project Updated in Simplicate
Use this flowCreate Company in Agilecrm when Project Updated in Simplicate
Use this flowSupported Triggers & Actions
Everything you can automate between Agile CRM and Simplicate.
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 Project Created
Triggers when a new project is created.
Project Updated
Triggers when an existing project is updated.
New Employees
Triggers when a new employees 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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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 Simplicate
Simplicate is a comprehensive business management platform designed to streamline and optimize various business processes, including project management, CRM, time tracking, and invoicing. It offers an intuitive interface and robust features to help businesses improve efficiency and productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agile CRM and Simplicate 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 Simplicate 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 Simplicate. No coding required.
Yes. You can set up a workflow where Agile CRM triggers actions in Simplicate, and a separate workflow where Simplicate 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 Simplicate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agile CRM and Simplicate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
