
When this happens...
New Company
New Quotation
New Task
New Expense
New Invoice

Automatically do this!
Enable Integrations or automations with these events of Axonaut and agillic
Trigger when New Company created.
Trugger when new Quotation is created.
Trigger when new Task created.
Triggers when a new Expense is created.
This action creates a new invoice.
Create a company in Axonaut via API
Create a Quotation
Create an Event
Create Task
Creates a product.
This action creates a new employee.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Axonaut and agillic accounts to viaSocket. Once connected, you can set up a workflow where an event in Axonaut triggers actions in agillic (or vice versa).
Absolutely. You can customize how Axonaut data is recorded in agillic. This includes choosing which data fields go into which fields of agillic, setting up custom formats, and filtering out unwanted information.
The data sync between Axonaut and agillic 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 Axonaut and agillic. 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.
Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
Learn MoreAgillic 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.
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