Integrate Agile CRM with Formstack Documents
Send information between Agile CRM and Formstack Documents automatically, without writing any code, using Zoho Flow.
Build your own integrations between Agile CRM and Formstack Documents
Connect Agile CRM and Formstack Documents with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Agile CRM and Formstack Documents 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
New Merged Document
Triggers when a merged or populated document is created
All Actions - Actions are the automated tasks
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Ticket
Creates a new ticket
Create Task
Creates a task for the selected contact
Create Company
Creates a new company
Create Deal
Creates a new deal
Create Data Route Merge
Creates a data route merge by sending data to your data route URL
Create Document Merge
Creates a document merge by sending data to merge URL
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.
Similar apps
What is Formstack Documents?
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
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Technical Engineer, Master Liveaboards
