Connect Agile CRM and TimelinesAI
Integrate Agile CRM with TimelinesAI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Message to New Chat via TimelinesAI when New Contact in Agilecrm
Send Message to New Chat via TimelinesAI when New Deal in Agilecrm
Send Message to New Chat via TimelinesAI when New Task in Agile CRM
List All Contacts in Agilecrm when New Uploaded File in Timelinesai
List All Companies in Agilecrm when New Uploaded File in Timelinesai
Popular Agile CRM + TimelinesAI 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
TimelinesAI
Automatically do this!
Send Message to New Chat
Send Uploaded File to Existing Chat
Send Message to Existing Chat
Find Whatsapp Account
Close Chat
Find Uploaded File
Send Message to New Chat via TimelinesAI when New Contact in Agilecrm
Use this flowSend Message to New Chat via TimelinesAI when New Deal in Agilecrm
Use this flowSend Message to New Chat via TimelinesAI when New Task in Agile CRM
Use this flowList All Contacts in Agilecrm when New Uploaded File in Timelinesai
Use this flowList All Companies in Agilecrm when New Uploaded File in Timelinesai
Use this flowList All Events in Agilecrm when New Uploaded File in Timelinesai
Use this flowList All Deals in Agilecrm when New Uploaded File in Timelinesai
Use this flowList All Campaigns in Agilecrm when New Uploaded File in Timelinesai
Use this flowList All Tracks in Agilecrm when New Uploaded File in Timelinesai
Use this flowList All Tickets Filter in Agilecrm when New Uploaded File in Timelinesai
Use this flowSupported Triggers & Actions
Everything you can automate between Agile CRM and TimelinesAI.
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 Uploaded File
Triggers when new uploaded_file is created.
New Whatsapp Account
Triggers when new whatsapp_accounts 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
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 TimelinesAI
TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agile CRM and TimelinesAI 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 TimelinesAI 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 TimelinesAI. No coding required.
Yes. You can set up a workflow where Agile CRM triggers actions in TimelinesAI, and a separate workflow where TimelinesAI 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 TimelinesAI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agile CRM and TimelinesAI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
