Connect Agile CRM and Zoho Docs to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Deal
New Task
Choose an Action
Automatically do this!
- Request a new Action for Zoho Docs
Enable Integrations or automations with these events of Agile CRM and Zoho Docs
Enable Integrations or automations with these events of Agile CRM and Zoho Docs
Triggers
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.
Actions
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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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Agile CRM and Zoho Docs accounts to viaSocket. Once connected, you can set up a workflow where an event in Agile CRM triggers actions in Zoho Docs (or vice versa).
Absolutely. You can customize how Agile CRM data is recorded in Zoho Docs. This includes choosing which data fields go into which fields of Zoho Docs, setting up custom formats, and filtering out unwanted information.
The data sync between Agile CRM and Zoho Docs 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 Zoho Docs. 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 Zoho Docs
Zoho Docs is a comprehensive online document management system that allows users to create, store, share, and collaborate on documents seamlessly. It offers a suite of tools for word processing, spreadsheets, and presentations, making it ideal for both individual and team productivity. With robust security features and easy integration with other Zoho applications, it is designed to enhance document workflows and improve collaboration efficiency.
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