Connect Megaventory and Agile CRM
Integrate Megaventory with Agile CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Contacts in Agilecrm when Product Inserted into Megaventory
List All Companies in Agilecrm when Product Inserted into Megaventory
List All Events in Agilecrm when Product Inserted into Megaventory
List All Deals in Agilecrm when Product Inserted into Megaventory
List All Campaigns in Agilecrm when Product Inserted into Megaventory
Popular Megaventory + Agile CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Megaventory
When this happens...
Product Inserted
Purchase Order Inserted
Purchase Order Approved
Purchase Order Items Received
Purchase Order Items Invoiced
Purchase Order Closed
Purchase Order ReOpened
Purchase Order Approval Reverted
Purchase Order Cancelled
Purchase Order Updated
Product Updated
Product Deleted
Product Category Inserted
Product Category Updated
Product Category Deleted
Supplier Inserted
Supplier Updated
Supplier Deleted
Client Inserted
Client Updated
Client Deleted
Currency Inserted
Currency Updated
Currency Deleted
Document Type Inserted
Document Type Updated
Document Type Deleted
Tax Inserted
Tax Updated
Tax Deleted
Discount Inserted
Discount Updated
Discount Deleted
Inventory Location Inserted
Inventory Location Updated
Inventory Location Deleted
Sales Order Inserted
Sales Order Approved
Sales Order Items Shipped
Sales Order Closed
Sales Order ReOpened
Sales Order Approval Reverted
Sales Order Cancelled
Pricing Rule Inserted
Pricing Rule Updated
Pricing Rule Deleted
Weight Unit Inserted
Sales Quote Inserted
Sales Quote Approved
Sales Quote Updated
Sales Quote Approval Reverted
Sales Quote Cancelled
Sales Quote Closed
Document Inserted
Document Updated
Document Approved
Document Closed
Document ReOpened
Document Cancelled
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 Product Inserted into Megaventory
Use this flowList All Companies in Agilecrm when Product Inserted into Megaventory
Use this flowList All Events in Agilecrm when Product Inserted into Megaventory
Use this flowList All Deals in Agilecrm when Product Inserted into Megaventory
Use this flowList All Campaigns in Agilecrm when Product Inserted into Megaventory
Use this flowList All Tracks in Agilecrm when Product Inserted into Megaventory
Use this flowList All Tickets Filter in Agilecrm when Product Inserted into Megaventory
Use this flowList All Pending Task in Agilecrm when Product Inserted into Megaventory
Use this flowCreate Contact in Agilecrm when Product Inserted into Megaventory
Use this flowCreate Company in Agilecrm when Product Inserted into Megaventory
Use this flowSupported Triggers & Actions
Everything you can automate between Megaventory and Agile CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Product Inserted
Triggers when a new Product is created.
Purchase Order Inserted
Triggers when a new Purchase Order is created in Pending state.
Purchase Order Approved
Triggers when a Purchase Order is Approved.
Purchase Order Items Received
Trigger when purchase order items are received.
Purchase Order Items Invoiced
Trigger when New Purchase Order Items Invoiced.
Purchase Order Closed
Trigger when Purchase Order Closed.
Do thisActions
Action is the task that follows automatically within your Megaventory integrations.
Update Sales Quote
Update an existing sales quote
Update Sales Order
Updates details of an existing sales order
Update Purchase Order
Updates details of an existing purchase order
Get Inventory Locations
Get all inventory locations
Get Product Suppliers
Get list of all product suppliers
Get Sales Orders
Get list of all sales order
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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AI will build it for you
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 Megaventory
Integrate with Megaventory to manage inventory, orders, and supply chain operations efficiently.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Megaventory 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 Megaventory 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 Megaventory triggers actions in Agile CRM, and a separate workflow where Agile CRM triggers actions in Megaventory. 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 Megaventory and Agile CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Megaventory 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.
