Integrate CINCEL with Agile CRM to automate your work
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Zapier makes it easy to integrate CINCEL with Agile CRM - no code necessary. See how you can get setup in minutes.
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Quickly connect CINCEL to Agile CRM with a Zapier template.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Document
Triggers when there is a new document.
Try It - Track / MilestoneRequired
Try It- New Case
Triggers when a new case is added in Agile CRM.
Try It - New Deal
Triggers when a new Deal is added in AgileCRM.
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- NameRequired
- DescriptionRequired
- Do you want to be able to sign the document?
- Select signature type (Intelligent by default)
- PDF fileRequired
- Email of the user you want to invite to sign. (optional)
- Name of the user you want to invite to sign. (optional)
- Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try It - New Contact
Triggers when a new contact is add in AgileCRM.
Try It - New Event
Triggers when a new event is created in Agile CRM.
Try It