Connect agillic and beau to Build Intelligent Automations

Choose a Trigger

agillic

When this happens...

Choose an Action

beau

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between agillic and beau?

To start, connect both your agillic and beau accounts to viaSocket. Once connected, you can set up a workflow where an event in agillic triggers actions in beau (or vice versa).

Can we customize how data from agillic is recorded in beau?

Absolutely. You can customize how agillic data is recorded in beau. This includes choosing which data fields go into which fields of beau, setting up custom formats, and filtering out unwanted information.

How often does the data sync between agillic and beau?

The data sync between agillic and beau typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from agillic to beau?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between agillic and beau?

Yes, you can set conditional logic to control the flow of data between agillic and beau. 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.

agillic

About agillic

Agillic is a native customer marketing platform enabling brands to connect with audiences across channels through data-driven communication at scale. With Agillic you can take advantage of personalisation, automation, AI and omnichannel marketing capabilities from a single interface to create and retain valuable relationships throughout the customer lifecycle.

Learn More
beau

About beau

Turn client-facing workflows into client portals: collect form submissions, documents and files, accept payments, send messages and reminders, approve steps or request changes.

Learn More