Connect Authress and Agile CRM to Build Intelligent Automations

Choose a Trigger

Authress

When this happens...

Choose an Action

Agile CRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Group

New Group

Trigger when a new group created.

New Application

New Application

Triggger when a new application is created.

New Tenants

New Tenants

Trigger when a new tenants created.

New Connections

New Connections

Trigger when a new connection is created.

New Contact

New Contact

Triggers when a new contact is created in agile crm

New Deal

New Deal

Triggers when a new deal is created

Do thisActions

Action is the task that follows automatically within your Authress integrations.

Create Role

Create Role

Creates a role with permissions.

Create tenant

Create tenant

Specify tenant identity details for tenant tracking, separation, and user management.

Create Group

Create Group

Specify users to be included in a new group.

Create Application

Create Application

Specify application details for a new application that you own.

List All  Contacts

List All Contacts

Retrieves the list of all contacts

List All  Companies

List All Companies

Retrieves the list of all companies

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Frequently Asked Questions

How do I start an integration between Authress and Agile CRM?

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

Can we customize how data from Authress is recorded in Agile CRM?

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

How often does the data sync between Authress and Agile CRM?

The data sync between Authress and Agile CRM 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 Authress to Agile CRM?

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 Authress and Agile CRM?

Yes, you can set conditional logic to control the flow of data between Authress and Agile CRM. 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.

Authress

About Authress

Authress is a powerful authentication and authorization platform that provides secure access management solutions for applications. It simplifies the process of managing user identities and permissions, ensuring that only authorized users can access specific resources.

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Agile CRM

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.

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