Connect Wildapricot and Agile CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Membership Created
New Invoice Is Created
New Payment Arrives
New Event Created
New Refund Created
Membership Is Suspended
Membership Is Enabled
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 Contact Created
Runs when New Contact Created
New Membership Created
Runs when new membership is created
New Invoice Is Created
Runs when new invoice is created
New Payment Arrives
Runs when new payment arrives
New Event Created
Runs when a new event is created in your Wild Apricot account
New Refund Created
Runs when a new refund is created
Do thisActions
Action is the task that follows automatically within your Wildapricot integrations.
Add Contact
Add a new contact or member to your WildApricot account.
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
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Frequently Asked Questions
To start, connect both your Wildapricot and Agile CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Wildapricot triggers actions in Agile CRM (or vice versa).
Absolutely. You can customize how Wildapricot 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 Wildapricot 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 Wildapricot 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 Wildapricot
Wildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.
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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