Agile CRM + ClickSend SMS + CompanyCam Integrations

How to connect Agile CRM + ClickSend SMS + CompanyCam

Zapier lets you send info between Agile CRM and ClickSend SMS and CompanyCam automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with Agile CRM + ClickSend SMS + CompanyCam

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Agile CRM, ClickSend SMS, and CompanyCam. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Track / MilestoneRequired
Trigger
Scheduled
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
Try It
- Ticket FilterRequired
Trigger
Scheduled
Try It
- Tag NameRequired
Trigger
Scheduled
Try It

- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write

- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write
New Incoming SMS
Triggers when a new incoming sms is received.
Trigger
Instant
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- List NameRequired
Action
Write
- Contact ListRequired
Action
Write
- ToRequired
- SubjectRequired
- BodyRequired
- Schedule
- From
- Custom String
- Media URLRequired
Action
Write
- PDF File UrlRequired
- Address NameRequired
- Line 1Required
- Line 2
- CityRequired
- State
- Postal CodeRequired
- CountryRequired
- Return AddressRequired
- Custom String
- Priority
Action
Write
- ToRequired
- MessageRequired
- Schedule
- From
- Custom String
- Contact ID
Action
Write
- Contact List NameRequired
- MessageRequired
- Schedule
- From
- Custom String
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Create SMS Campaign
This action creates an SMS Campaign in ClickSend SMS. You need to provide the campaign name, recipient list, message content, sender's phone number, and the schedule for the campaign in UNIX timestamp. The sender's phone number and the schedule are option
Action
Write
- Contact ListRequired
- Email AddressRequired
Action
Search
Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
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- TagsRequired
Trigger
Instant
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- LabelsRequired
Trigger
Instant
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- Project IDRequired
- Image URLRequired
Action
Write
- Project NameRequired
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Write
- Overwrite Existing Note?Required
- Project IDRequired
- Project NoteRequired
Action
Write
- Search ByRequired
- Project NameRequired
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Search or write

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Try It
- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write
- Contact ListRequired
- First Name
- Last Name
- Phone Number
- Email
- Fax Number
- Organization Name
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Write
- Contact ListRequired
- Contact IDRequired
Action
Write
- ToRequired
- FromRequired
- Custom String
- PDF File UrlRequired
Action
Write
- Campaign NameRequired
- List NameRequired
- From
- Media URLRequired
- SubjectRequired
- MessageRequired
- Schedule
Action
Write
- Custom String
- PDF File UrlRequired
- Priority
- Template Used
- Colour
- Duplex
- Address NameRequired
- Line 1Required
- Line 2
- CityRequired
- State
- Postal CodeRequired
- CountryRequired
- Return AddressRequired
Action
Write
- Campaign NameRequired
- List NameRequired
- From
- MessageRequired
- Schedule
Action
Write
- ToRequired
- MessageRequired
- Language
- VoiceRequired
- From
- Schedule
- Custom String
Action
Write
Update Contact
This action updates a contact in ClickSend SMS using the phone number as a unique identifier. It updates all standard fields related to a contact and only performs the update if the contact exists.
Action
Write
- List NameRequired
Action
Search
- Contact ListRequired
- Phone NumberRequired
Action
Search
New Document
Triggers when a document is added to a project.
Trigger
Instant
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New Photo
Triggers when a new photo is added to a company project.
Trigger
Instant
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New Project
Triggers when you add a new project.
Trigger
Instant
Try It
- Project IDRequired
- Checklist Template IdRequired
Action
Write
- Project IDRequired
- Project LabelRequired
Action
Write
- Search ByRequired
Action
Search

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How Agile CRM + ClickSend SMS + CompanyCam Integrations Work

Step 1: Authenticate Agile CRM, ClickSend SMS, and CompanyCam.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Agile CRM + ClickSend SMS + CompanyCam

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

CRM (Customer Relationship Management)

Similar apps

About ClickSend SMS

ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.

Learn more Help

Related categories

Phone & SMS

About CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.

Learn more

Related categories

Images & Design

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Do even more with Agile CRM + ClickSend SMS + CompanyCam

Changed Deal Milestone

New Case

New Deal

New Ticket

New Tag to Contact

Add Note

Add Tag to Contact

Create Contact

Last Name

If Duplicate Found

Phone

Tag

Company

Add Address

City

State

Zip Code

Country

Website

Add Event

Create Task

Owner

Email

Due Date

New Incoming SMS

Create Contact List

Delete Contact List

Send MMS

Schedule

From

Custom String

Send Postcard

Line 2

State

Custom String

Priority

Send SMS

Schedule

From

Custom String

Contact ID

Send SMS to Contact List

Schedule

From

Custom String

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Create SMS Campaign

Search Contact by Email Address

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Street Address 1

Street Address 2

City

State

Postal Code

Unique External ID

Primary Contact Name

Primary Contact Email

Primary Contact Phone Number

Update Project Notepad

Find or Create a Project

Street Address 1

Street Address 2

City

State

Postal Code

Unique External ID

Primary Contact Name

Primary Contact Email