Integrate Agile CRM with SuperOps
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Supported triggers and actions
Integrate Agile CRM and SuperOps using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
Ticket created
Triggers when a new ticket is created
Task created
Triggers when a new task is created
Invoice created
Triggers when a new invoice is created
Ticket updated
Triggers when the details of an existing ticket are updated
Alert created
Triggers when a new alert is created
All Actions - Actions are the automated tasks
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Add note to contact
Adds a note to an existing contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
Create alert
Creates a new alert
Add note to ticket
Adds a note to the selected ticket
Create client
Creates a new client
Create task
Creates a new task
Create ticket cause
Creates a new ticket cause
Create ticket
Creates a new ticket
Fetch alert
Fetches the details of an existing alert using alert ID
Fetch asset
Fetches the details of an existing asset using asset ID
Resolve alert
Resolves a specific alert
Fetch ticket
Fetches the details of an existing ticket using ticket ID
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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What is SuperOps?
SuperOps is a PSA-RMM application that helps Managed Service Providers (MSP) and IT teams to remotely access client systems, enforce policies, communicate with clients and more.
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