Integrate Agile CRM with Easybill
Send information between Agile CRM and Easybill automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Easybill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New customer
Triggers when a new customer is created
New document
Triggers when a new document is created
New contact
Triggers when a new contact is created
Updated contact
Triggers when the details of an existing contact are updated
Updated customer
Triggers when the details of an existing customer are updated
All Actions - Actions are the automated tasks
Create Task
Creates a task for the selected contact
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Create Deal
Creates a new deal
Create document
Creates a new document
Create contact
Creates a new contact
Create customer
Creates a new customer
Update contact
Updates the details of an existing contact
Fetch customer
Fetches the details of an existing customer by email address, company name, or last name
Fetch contact
Fetches the details of an existing contact for a customer by first name, last name, or email address
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 Easybill?
EasyBill is cloud-based invoicing software that allows you to set up recurring invoices, manage customers, and track time.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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