Connect Bonusly and Agile CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New User Created
Bonus Created
Achievement Created
Choose an Action
Automatically do this!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User Created
runs when New User Created
Bonus Created
Triggers when a bonus is created.
Achievement Created
Triggers when a achievement created.
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.
Do thisActions
Action is the task that follows automatically within your Bonusly integrations.
Create New Admin User
Creates a New Admin User.
Update a User
Update a User detail.
List Users
Retturns list of all users from Bonusly.
List Achievements
View the 50 most recent achievements.
Create Bonus
This action allows to create Bonus.
Search User
This action Search a User by User ID.
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Frequently Asked Questions
To start, connect both your Bonusly and Agile CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Bonusly triggers actions in Agile CRM (or vice versa).
Absolutely. You can customize how Bonusly 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.
The data sync between Bonusly and Agile CRM 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 Bonusly 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.
About Bonusly
Bonusly is a fun, personal recognition and rewards program that enriches your company culture, improves employee engagement, and celebrates your core values. With Bonusly, everyone in your organization can publicly recognize everyone else by giving small bonuses that add up to meaningful rewards.
Learn MoreAbout 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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