

Agile CRM and Planfix integration
Build smart, no-code workflows with Agile CRM and Planfix 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 Planfix and Agile CRM integration
In Agile CRM and Planfix integration triggers start workflows when something happens, while actions make changes in response.
Triggers 4
Update Contact (beta)
Create Contact (beta)
Actions 14
Create Company
Custom API request
New Contact
New Task
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How to Connect Agile CRM to Planfix
Create powerful Agile CRM integration with Planfix in just a few simple steps.
Connect Agile CRM to Planfix
Log in to Albato, select Agile CRM and Planfix, and follow the quick setup steps—no coding required. Integrate Agile CRM with Planfix with just a few clicks!
Build a workflow for your Agile CRM and Planfix 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 Planfix. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Planfix 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
Planfix
Experience next-level company management with Planfix's seamless integration and automation on Albato. Effortlessly connect Planfix to your favorite apps, enhancing your workflow and optimizing your business processes. With available actions such as creating new users, tasks, and contacts, you can easily stay organized and efficient. Unleash the full potential of your business by integrating Planfix with Albato, streamlining your daily operations and fostering stronger connections.
Categories
- CRM & ERP systems













