Agile CRM + ShipStation

Add notes in Agile CRM for new orders in ShipStation

Create an efficient workflow that activates when an item is ordered in ShipStation, prompting a note to be added in Agile CRM. This automation enhances communication efficiency and ensures important order details are transferred promptly and accurately to your CRM. Improve tracking and customer service with this streamlined process between ShipStation and Agile CRM.

When this happens...
Item Ordered
Triggers for each individual line item when a new order is created or imported.
TriggerInstant
automatically do this!
Add Note
Add a Note to the Contact.
ActionWrite

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Supported triggers and actions

What does this mean?

- Restrict to Store?
Trigger
Instant
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- Restrict to Store?
Trigger
Instant
Try It
- ShipStation Store
- Order #Required
- Order StatusRequired
- Unique IDRequired
- Order DateRequired
- Buyer NameRequired
- Payment Date
- Buyer Email
- Recipient NameRequired
- Recipient Company
- Recipient Address (Line 1)Required
- Recipient Address (Line 2)
- Recipient CityRequired
- Recipient State
- Recipient Postal CodeRequired
- Recipient Country Code
- Recipient Phone #
- Amount Paid
- Tax Paid
- Shipping Paid
- Customer's Notes
- Internal Notes
- Is a Gift?
- Gift Message
- Requested Shipping Method
- Sku
- Name
- Image URL
- Quantity
- Unit Price
Action
Write
- Track / MilestoneRequired
Trigger
Scheduled
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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
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- Ticket FilterRequired
Trigger
Scheduled
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- Tag NameRequired
Trigger
Scheduled
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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

- Restrict to Store?
Trigger
Instant
Try It
- Restrict to Store?
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
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
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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

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 ShipStation

ShipStation helps eCommerce retailers organize, process, and fulfill their orders from all the most popular marketplaces and shopping carts using the top shipping carriers.