Connect ReadMe and Agile CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Updated branches
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
Ready to use ReadMe and Agile CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Updated branches
Retrieve branches updated in the last N minutes.
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 ReadMe integrations.
Show documentation branches
Show all documentation branches and their base, privacy, release stage, and last updated time.
Create documentation category
Create a new documentation category in the selected branch and section.
Update category
Update a category's title, sidebar position, or section in the selected ReadMe branch.
Create custom page
Create a documentation page in a selected project version by setting the title, URL slug, content, appearance, SEO metadata, and visibility.
Upload image
Add an image to your ReadMe documentation.
List All Contacts
Retrieves the list of all contacts
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Frequently Asked Questions
To start, connect both your ReadMe and Agile CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ReadMe triggers actions in Agile CRM (or vice versa).
Absolutely. You can customize how ReadMe 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 ReadMe 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 ReadMe 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 ReadMe
ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.
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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