

Agile CRM and Planfact integration
Build smart, no-code workflows with Agile CRM and Planfact using triggers, actions, and AI logic—automate any process in minutes.
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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.
Triggers and actions for Planfact and Agile CRM integration
In Agile CRM and Planfact integration triggers start workflows when something happens, while actions make changes in response.
Triggers 9
Update Contact (beta)
Create Contact (beta)
New Deal (Sales)
Counterparty changed
Actions 44
Create Company
Custom API request
New counterparty
Update counterparty
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How to Connect Agile CRM to Planfact
Create powerful Agile CRM integration with Planfact in just a few simple steps.
Connect Agile CRM to Planfact
Log in to Albato, select Agile CRM and Planfact, and follow the quick setup steps—no coding required. Integrate Agile CRM with Planfact with just a few clicks!
Build a workflow for your Agile CRM and Planfact integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between Agile CRM and Planfact. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Planfact integration with Agile CRM
Agile CRM
With Agile CRM's flexible API and Albato's powerful integration capabilities, it's now simpler than ever to connect Agile CRM with over 1,000+ applications, enhancing your CRM experience with a broad array of functionalities ranging from e-commerce and email marketing to accounting and social networking. By integrating Agile CRM via Albato, you unlock the potential to automate and streamline workflows across a wide range of applications such as WooCommerce, Email, MailChimp, QuickBooks Online, Shopify, Outlook, Google Contacts, and LinkedIn. This seamless integration allows you to effortlessly automate actions like adding contacts to campaigns, scoring and tagging contacts, creating events, tasks, tickets, deals, companies, and contacts within Agile CRM. Triggers such as contact and deal updates or creations activate these actions, ensuring real-time synchronization and efficiency across your business tools.
Categories
- CRM & ERP systems
Planfact
Enhance your financial and management accounting with PlanFact's integration with Albato. Automate and streamline your business processes by connecting PlanFact to your favorite apps, enabling seamless data synchronization and task automation. With available triggers like Project edited, New operation added, and Counterparty Edited, you can effortlessly manage accounts, counterparties, and goods. Actions such as New income operation, Create Product, and Edit invoice expand your capabilities, making it easier than ever to manage your finances and operations. Maximize efficiency and boost productivity by integrating PlanFact with Albato today.
Categories
- Accounting apps












