Agile CRM + Firebase / Firestore

Create or update Agile CRM contacts from new Firebase / Firestore documents

Keep your customer information up-to-date with this efficient workflow between Firebase Firestore and Agile CRM. Whenever a new document is added to a specified Firestore Collection, this automation will create or update a contact in Agile CRM with the relevant details. Save time and ensure accurate data management without any manual intervention.

When this happens...
New Document Within a Firestore Collection
Triggers when a Structured Query returns new documents within a Cloud Firestore collection.
TriggerPolling
automatically do this!
Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
ActionWrite

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Supported triggers and actions

- PathRequired
- Order
- Location of newest objects
Trigger
Polling
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- PathRequired
- Convert Numerics
- New Id
- Data
Action
Write
- Api Docs Info
- Apply standard error handling?Required
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- CollectionRequired
- QueryRequired
Action
Search
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
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
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- 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

- CollectionRequired
Trigger
Polling
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- CollectionRequired
- Convert Numerics
- Document ID
- Data
Action
Write
- PathRequired
- Child keyRequired
- Search valueRequired
- Wrap search value in quotes
- Location of best match
Action
Search
- Track / MilestoneRequired
Trigger
Polling
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
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- Ticket FilterRequired
Trigger
Polling
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- Tag NameRequired
Trigger
Polling
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- 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

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)

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About Firebase / Firestore

Firebase Realtime Database and Google Cloud Firestore are flexible databases that give you the ability to easily store and sync app data at global scale.

Learn more