Connect Agile CRM and Optimy integrations
Connect Agile CRM and Optimy 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 Optimy 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 version on a given part.
Creates a task in a project.
Create a budget allocation in a project.
Creates an internal extra field in a project.
Gets a form.
Retrieves data about a single project
Gets the answer of a given project part version for a given project.
Gets the file uploaded in the "document manager" of a project.
Gets a file uploaded through the form into a project.
Gets an internal extra field of a project.
Updates the status of a project
Updates the task of a project (eg: to mark it as completed).
Updates (or removes) the leader (user and/or team) of a project.
Uploads a file into the "document manager" of the project.
Uploads a file into the form of the project.
Lists the answers of a given project part version of a given project.
Lists files uploaded in the “document manager" of the project.
Lists files uploaded through the form into a project.
Lists internal extra fields of a project.
Lists all part versions of a project.
Lists all projects. Optionally filters by form, form part, project owner, project status.
Lists all available project statuses
Lists all tasks of a project.
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Build your Agile CRM and Optimy integrations.
Create custom Agile CRM and Optimy 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 task.
Creates a new ticket.
Creates a new version on a given part.
Popular Agile CRM and Optimy workflows.
Looking to get more out of Agile CRM and Optimy? With Make you can visually integrate Agile CRM and Optimy 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 ->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 ->Create a new Agile CRM contact from a new Cognito Forms entry
Every time a new Cognito Forms entry is submitted, Make will automatically create a new contact in Agile CRM. The template uses this [example form](https://www.cognitoforms.com/DanielB1/TestForm).
TRY IT ->
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