Connect Agile CRM and Unify
Integrate Agile CRM with Unify to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Agile CRM + Unify 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
Unify
Automatically do this!
Create Assistant
Update an Assistant
Delete an Assistant
Create Project
Rename Project
Creates Context
Delete Context
Rename Context
Create Context Artifacts
Create Log
Add a call recording for an assistant
Delete a recording
Create a new voice record
Create Favorite
Updater Favorite
Delete a Favorite
Delete a Project
Rename a Project
Create Artifacts
Delete an Artifact
Create Assistant in Unify when New Contact in Agilecrm
Use this flowUpdate an Assistant in Unify when New Contact in Agilecrm
Use this flowDelete an Assistant in Unify when New Contact in Agilecrm
Use this flowCreate Project in Unify when New Contact in Agilecrm
Use this flowRename Project in Unify when New Contact in Agilecrm
Use this flowCreates Context in Unify when New Contact in Agilecrm
Use this flowDelete Context in Unify when New Contact in Agilecrm
Use this flowRename Context in Unify when New Contact in Agilecrm
Use this flowCreate Context Artifacts in Unify when New Contact in Agilecrm
Use this flowCreate Log in Unify when New Contact in Agilecrm
Use this flowSupported Triggers & Actions
Everything you can automate between Agile CRM and Unify.
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 Assistant
Triggers when a new assistant is created.
New Queries
Triggers when a new query is created.
New Interface
Triggers when a new interface is created in a specific project.
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 Unify
Unify is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers tools and solutions that integrate AI capabilities into existing workflows, enabling businesses to optimize operations, improve decision-making, and drive innovation.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agile CRM and Unify 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 Unify 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 Unify. No coding required.
Yes. You can set up a workflow where Agile CRM triggers actions in Unify, and a separate workflow where Unify 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 Unify. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agile CRM and Unify integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
