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Create Agile CRM contacts from Shopify customers

Create Agile CRM contacts from Shopify customers

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Use this template to automatically create an Agile CRM contact when a new Shopify customer is created.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Shopify
Accept a Cancellation Request

Accepts a cancellation request for an assigned fulfillment order by its ID.

Action
Shopify
Accept a Fulfillment Request

Accepts a fulfillment request and updates the assigned fulfillment order by its ID.

Action
Agile CRM
Add a Contact to a Campaign

Adds a contact by email to a selected campaign.

Action
Agile CRM
Add a Note

Adds a new note to a ticket, contact or deal.

Action
Agile CRM
Add an Event

Adds a new event on the calendar.

Action
Shopify
Adjust an Inventory Level

Adjusts the inventory level of an inventory item at a single location.

Action
Shopify
Cancel a Fulfillment Order

Cancels an assigned fulfillment order by its ID.

Action
Shopify
Cancel an Order

Cancels an order.

Action
Shopify
Close a Fulfillment Order

Closes an assigned fulfillment order by its ID.

Action

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