Integrating Salesforce with Agile CRM by AI Agents and Assistants

Triggers the moment a new account is created.

Triggers when a new attachment is created.

Triggers whenever a new case is created in your account.

Triggers upon the creation of a new contact.

Triggers upon the creation of a new event.

Triggers the moment there is a new lead in your account.

Triggers upon the creation of a new opportunity.

Triggers upon the creation of a new product.

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Triggers whenever a new task is created in your account.

Triggers whenever the stage of an opportunity is changed.

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Triggers when a Deal reaches a specific milestone.

Triggers when changes are made in any deal milestone.

Triggers when a new contact is added.

Triggers when a new Deal is added.

Triggers when a new event is created.

Triggers whenever a tag is added to contact in AgileCRM.

Triggers whenever a new task is added.

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

Create a new attachment (max 25 mb)

Create a new contact.

Create a new custom object as per your choice.

Create a new event.

Create a new lead.

Create a new opportunity.

Creates a record.

Update an existing contact.

Updates a existing record.

Create an event in Agile CRM.

Add a note to a specific contact.

Add Score to a Contact in the Agile CRM.

Add Tag to a Contact.

Subscribe to a Campaign.

Create a New Company.

Creates a New Contact.

Add a deal in the Agile CRM.

Create a Task for the Contact.

Generates Ticket in the Agile CRM.

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

Update a Company.