Connect Agile CRM and Stripe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Deal
New Task
Choose an Action
Automatically do this!
Create Customer
Find a Subscription
Find an Invoice
Find a Payment
Find a Customer
List All Charges
Create an Invoice
Delete a Customer
Update a Customer
Deactivate payment link
Create a Product
Create a Customer
Find Account balence
Cancel Subscription
Create a Price
Create Payment
Create Payment link
Search Invoice Details
Search Customer
Ready to use Agile CRM and Stripe 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.
New Customer
Triggers when a new customer is added.
New Payment Link is Created
Trigger when a new payment link is created.
New Subscription
Triggers when a customer is signed up for a new plan.
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 Stripe accounts to viaSocket. Once connected, you can set up a workflow where an event in Agile CRM triggers actions in Stripe (or vice versa).
Absolutely. You can customize how Agile CRM data is recorded in Stripe. This includes choosing which data fields go into which fields of Stripe, setting up custom formats, and filtering out unwanted information.
The data sync between Agile CRM and Stripe 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 Stripe. 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 Stripe
Stripe is a financial technology company that provides a set of tools and APIs (Application Programming Interfaces) for online businesses to handle payments, subscriptions, and other financial transactions on the internet.
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