Connect Envoy for Visitors and Agile CRM
Integrate Envoy for Visitors with Agile CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Envoy for Visitors + Agile CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Envoy for Visitors
When this happens...
Visitor Invited
Choose an action
Agile CRM
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
List All Contacts in Agilecrm when Visitor Invited in Envoy
Use this flowList All Companies in Agilecrm when Visitor Invited in Envoy
Use this flowList All Events in Agilecrm when Visitor Invited in Envoy
Use this flowList All Deals in Agilecrm when Visitor Invited in Envoy
Use this flowList All Campaigns in Agilecrm when Visitor Invited in Envoy
Use this flowList All Tracks in Agilecrm when Visitor Invited in Envoy
Use this flowList All Tickets Filter in Agilecrm when Visitor Invited in Envoy
Use this flowList All Pending Task in Agilecrm when Visitor Invited in Envoy
Use this flowCreate Contact in Agilecrm when Visitor Invited in Envoy
Use this flowCreate Company in Agilecrm when Visitor Invited in Envoy
Use this flowSupported Triggers & Actions
Everything you can automate between Envoy for Visitors and Agile CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor Invited
Triggers when a visitor invite is created in Envoy.
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 Envoy for Visitors integrations.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Envoy for Visitors
Envoy is a leading platform for workplace management, offering solutions for visitor management, room booking, and employee sign-in. It helps businesses streamline their operations and enhance security.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Envoy for Visitors and Agile CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Envoy for Visitors and Agile CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Agile CRM. No coding required.
Yes. You can set up a workflow where Envoy for Visitors triggers actions in Agile CRM, and a separate workflow where Agile CRM triggers actions in Envoy for Visitors. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Envoy for Visitors and Agile CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Envoy for Visitors and Agile CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
