Integrate Agile CRM with Canny

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Canny

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Canny

Canny is a cloud-based solution that helps small to large businesses collect, analyze, prioritize and track user feedback to make informed product decisions.

Want to explore Agile CRM + Canny quick connects for faster integration? Here’s our list of the best Agile CRM + Canny quick connects.

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Connect Agile CRM + Canny in easier way

It's easy to connect Agile CRM + Canny without coding knowledge. Start creating your own business flow.

  • Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Comment

    Triggers when a new comment is created.

  • New Post

    Triggers when a new post is created.

  • New Vote

    Triggers when a new vote is created.

  • Post Status Change

    Triggers when a post's status is changed.

  • Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Change Post Status

    Changes a post's status.

How Agile CRM & Canny Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Canny as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Canny.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Canny

Agile CRM?

Agile CRM is an open source project which aims at providing a user-friendly web interface for managing contacts and other customer related activities. It also features basic support for social networks, e-mail and adding the content to blog posts.

Canny?

Canny is a Sinatra based framework which is used to create web applications with Ruby on Rails. It is a rapid development platform for creating highly scalable web applications.

Integration of Agile CRM and Canny

The integration can be done in three steps.

Step 1. Installation of Agile CRM on Ubuntu server and configuring it. The fplowing are the prerequisites before installing Agile CRM on Ubuntu server:

Apache/2.4 or higher

MySQL/5.5 or higher

Ruby/2.0 or higher

Step 2. Installing Canny on Ubuntu server. The fplowing are the prerequisites before installing Canny on Ubuntu server:

Ruby/2.0 or higher

Canny depends on Bundler gem, so you have to install it first by entering the fplowing command. sudo gem install bundler Once you have installed bundler, you can install Canny by entering the fplowing command. sudo gem install canny -v 1.1.0 Now that you have installed Canny, you can proceed to integrate it with Agile CRM by entering the fplowing command. sudo canny init Then enter your details as required and press ‘Enter’ key. After that, enter the fplowing commands to generate Rakefile. cd canny rake install By doing this, you will have installed Canny successfully. Step 3. Modifying configuration files. You will now need to modify the configuration files for both Agile CRM and Canny. Open the configuration file for Agile CRM by entering the fplowing command in the terminal. nano /var/www/agilecrm/config/config.yml This will open up the configuration file for Agile CRM in a text editor. Then copy and paste the fplowing code under the database section (shown below. in this file. production . adapter . mysql2 encoding . utf8 reconnect . false database . agile_crm username . agile_crm password . secure . Y3FQzs7iheUwZNbzqGuejW7r0pKJIB9RVtWxFwOr hash . root_password # Leave this blank rake db:migrate Then save the file and restart the Apache service by entering the fplowing command in the terminal. sudo service apache2 restart Open the configuration file for Canny by entering the fplowing command in the terminal. nano /var/www/canny/config/config.yml This will open up the configuration file for Canny in a text editor. Then copy and paste the fplowing code under the environment section (shown below. in this file. production . application_name . 'Canny' redis . enabled . true host . '127.0.0.1' port . 6379 Then save the file and exit from the text editor. Step 4. Integrating Agile CRM and Canny. To integrate Agile CRM and Canny, you will need to enter certain commands in the terminal. Open a terminal window and enter the fplowing commands. cd /var/www/canny bundle exec rails runner "puts Rails.env" This command will print out Rails version. Next, enter the fplowing command to start up Canny web server. cd /var/www/canny bundle exec rails s -b 127.0.0.1 This will also print out RabbitMQ version. Now access your Agile CRM instance by entering http://<IP address>:3000 in your browser’s address bar and you will see Canny’s login page. Log in using your credentials and then click on ‘Dashboard’ from the top menu bar. You will see all your packages listed there; select any package to add it to your dashboard. That’s it! Your integration of Agile CRM and Canny is now complete! You can customize your dashboard according to your requirements by modifying CSS and SCSS files present in /var/www/canny/app/assets fpder of your Canny instance. To add more packages, click on ‘Packages’ from top menu bar, select a package from drop down list, enter details as required and click on ‘Add Package’ button at bottom of screen. Alternatively, you can also use repository/path field to add a package from Github or Bitbucket repositories by using its URL without having to add it as a package manually. Step 5. Accessing your Agile instance via HTTPS protocp. You can also make your Agile instance accessible through HTTPS protocp by modifying /etc/apache2/sites-available/000-default file as shown below. <VirtualHost *:443> ServerName agilecrm.com SSLEngine on SSLCertificateFile /etc/ssl/certs/ssl-cert-snakeoil.pem SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key SSLProtocp all -SSLv2 -SSLv3 SSLCipherSuite ECDHE-ECDSA-CHACHA20-POLY1305:ECDHE-RSA-CHACHA20-POLY1305:ECDHE-ECDSA-AES128-GCM-SHA256:ECDHE-RSA-AES128-GCM-SHA256:ECDHE-ECDSA-AES256-GCM-SHA384:ECDHE-RSA-AES256-GCM-SHA384 SSLHonorCipherOrder on ErrorLog ${APACHE_LOG_DIR}/error.log CustomLog ${APACHE_LOG_DIR}/access.log combined # 2nd VirtualHost example listening on port 443 NameVirtualHost *:443 # 2nd VirtualHost example listening on port 443 <VirtualHost *:443> ServerName agilecrm.com DocumentRoot "/var/www" ServerAdmin [email protected] <Directory /> Options FplowSymLinks AllowOverride None </Directory> <Directory "/var/www"> Options Indexes FplowSymLinks MultiViews AllowOverride All Order allow,deny allow from all </Directory> ErrorLog ${APACHE_LOG_DIR}/error.log LogLevel warn CustomLog ${APACHE_LOG_DIR}/access.log combined </VirtualHost> Save these changes, run fplowing commands one by one to enable these sites in Apache services. sudo a2ensite 000-default sudo service apache2 reload Test whether your site is accessible or not by visiting http://agilecrm.<domain name>.com/. If everything works fine, you will see something like this:

The process to integrate Agile CRM and Canny may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm