Connect Agile CRM and Spaceinvoices
Integrate Agile CRM with Spaceinvoices to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Spaceinvoices when New Contact in Agilecrm
Send Document by Email in Spaceinvoices when New Contact in Agilecrm
Create Client in Spaceinvoices when New Deal in Agilecrm
Send Document by Email in Spaceinvoices when New Deal in Agilecrm
Create Client in Spaceinvoices when New Task in Agile CRM
Popular Agile CRM + Spaceinvoices 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
Spaceinvoices
Automatically do this!
Create Client
Send Document by Email
Create Client in Spaceinvoices when New Contact in Agilecrm
Use this flowSend Document by Email in Spaceinvoices when New Contact in Agilecrm
Use this flowCreate Client in Spaceinvoices when New Deal in Agilecrm
Use this flowSend Document by Email in Spaceinvoices when New Deal in Agilecrm
Use this flowCreate Client in Spaceinvoices when New Task in Agile CRM
Use this flowSend Document by Email in Spaceinvoices when New Task in Agile CRM
Use this flowList All Contacts in Agilecrm when New Client in Spaceinvoices
Use this flowList All Companies in Agilecrm when New Client in Spaceinvoices
Use this flowList All Events in Agilecrm when New Client in Spaceinvoices
Use this flowList All Deals in Agilecrm when New Client in Spaceinvoices
Use this flowSupported Triggers & Actions
Everything you can automate between Agile CRM and Spaceinvoices.
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 Client
Triggered when a new client is created in SpaceInvoice.
New Document
Trigger when a new document is created.
Client Updated
Triggered when a client is updated in SpaceInvoice.
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 Spaceinvoices
SpaceInvoice is a comprehensive invoicing platform designed to streamline billing processes for businesses of all sizes. It offers features such as customizable invoice templates, automated billing, and seamless integration with accounting software, making it an ideal solution for efficient financial management.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agile CRM and Spaceinvoices 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 Spaceinvoices 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 Spaceinvoices. No coding required.
Yes. You can set up a workflow where Agile CRM triggers actions in Spaceinvoices, and a separate workflow where Spaceinvoices 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 Spaceinvoices. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agile CRM and Spaceinvoices integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
