Connect Agile CRM and Coda integrations
Connect Agile CRM and Coda with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Agile CRM and Coda to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a company is created, updated or viewed.
Triggers when a contact is created, updated or viewed.
Triggers when a new tag is added to the selected contact.
Triggers when a deal is created or updated.
Triggers when a calendar event occurs.
Triggers when a task is created, due, started or completed.
Triggers when a ticket is created or updated.
Creates a new Coda doc, optionally copying an existing doc.
Creates a new row in a selected table.
Deletes a specified row from the table. When deleting using a name as opposed to an ID, an arbitrary row will be removed.
Returns details about a column in a table.
Returns info on a control.
Returns information about the specified doc.
Returns info on a formula.
Returns details about a section.
Returns details about a row in a table.
Returns details about a specific table.
Performs an arbitrary authorized API call.
Pushes a button on a row in a table.
Updates properties for a page.
Updates a specified row in the table.jj
Creates a new row or updates existing rows if any upsert key columns are provided. When upserting, if multiple rows match the specified key column(s), they will all be updated with the specified value.
Returns a list of columns in a table.
Returns a list of controls in a Coda doc.
Returns a list of Coda docs accessible by the user. These are returned in the same order as on the docs page: reverse chronological by the latest event relevant to the user (last viewed, edited, or shared).
Returns a list of named formulas in a Coda doc.
Returns a list of pages in a Coda doc.
Returns a list of rows in a table.
Returns a list of tables in a Coda doc.
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Build your Agile CRM and Coda integrations.
Create custom Agile CRM and Coda workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a contact by email to a selected campaign.
Adds a new note to a ticket, contact or deal.
Adds a new event on the calendar.
Creates a new company.
Creates a new contact.
Creates a new deal.
Creates a new Coda doc, optionally copying an existing doc.
Creates a new row in a selected table.
Creates a new task.
Popular Agile CRM and Coda workflows.
Looking to get more out of Agile CRM and Coda? With Make you can visually integrate Agile CRM and Coda into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create Agile CRM contacts for new Wishpond leads
Make wil watch your Wishpond leads at regular intervals and create identical contacts in your Agile CRM.
TRY IT ->Create SatisMeter users for new Agile CRM contacts
Make will watch Agile CRM contacts at regular intervals and create SatisMeter users.
TRY IT ->Create Agile CRM tasks from Shopify abandoned checkouts
Use this template to automatically create an Agile CRM task when an abandoned checkout is registered on Shopify.
TRY IT ->Create Agile CRM contacts from Shopify orders
Use this template to automatically create an Agile CRM contact when a Shopify order is created.
TRY IT ->Create Agile CRM contacts from Shopify customers
Use this template to automatically create an Agile CRM contact when a new Shopify customer is created.
TRY IT ->Create new projects on Basecamp 3 from new contacts in Agile CRM
When you have new contacts in your Agile CRM account, Make will automatically retrieve the contacts and create projects on Basecamp 3 with the details.
TRY IT ->Add new Typeform form submissions to rows in a Coda doc
Every time someone fills out your Typeform form, Make will automatically add a new row to your Coda table.
TRY IT ->Verify and update a phone number of an Agile CRM contact using Veriphone
Every time a new Agile CRM contact is created, Make will automatically verify its phone number in Veriphone and if it's valid, update the contact with the formatted phone number.
TRY IT ->Create an Agile CRM contact when a new ActiveDEMAND contact is created
Every time a new ActiveDEMAND contact is created, Make will automatically create an Agile CRM contact (if it doesn't already exist).
TRY IT ->
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