1. Home
  2. App Directory
  3. Agile CRM Integrations
  4. Integrating Agile CRM with MongoDB Realm by AI Agents and Assistants

Integrating Agile CRM with MongoDB Realm by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Agile CRM and MongoDB Realm

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
Heart
20 Million man hours saved

Award Winning App Integration Platform

Integrations for Agile CRM
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 MongoDB Realm

MongoDB Realm is a development platform designed for modern, data-driven applications. You can use Realm to build mobile, web, desktop, and IoT.

Integrations for MongoDB Realm
MongoDB Realm Alternatives

Looking for the MongoDB Realm Alternatives? Here is the list of top MongoDB Realm Alternatives

  • MongoDB Integration MongoDB
Connect Agile CRM + MongoDB Realm in easier way

It's easy to connect Agile CRM + MongoDB Realm 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 Push notification

    Triggers when a new push notification is created

  • New Service

    Triggers when a new service is created

  • New User

    Triggers when a new user is created

  • 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.

  • Confirm Pending User

    Confirm a pending user

  • Create Service

    Create a service

  • Create Trigger

    Creates a Trigger

  • Create User

    Creates a User

  • Delete Push Notification

    Delete a pus notification

  • Delete Trigger

    Delete a trigger

  • Delete User

    Delete a User

  • Disable User

    Disable a User

  • Enable User

    Enable a User

  • Update Trigger

    Update a trigger

How Agile CRM & MongoDB Realm Integrations Work

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

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Pick MongoDB Realm 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 MongoDB Realm.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:50 am
Book An Appointment