Agile CRM + BoldSign Integration
Connect Agile CRM to BoldSign in 1 click
Free forever.Use premium features free for 14 days.1.
Contact is created in Agile CRM- Tag is added to contact in Agile CRM
- Deal is created in Agile CRM
- Deal milestone is changed in Agile CRM
- Task is created in Agile CRM
- Event is created in Agile CRM
- Case is created in Agile CRM
Sender identity is created in BoldSign Instant- Document is declined in BoldSign Instant
- Reminder is sent in BoldSign Instant
- Document is revoked in BoldSign Instant
- Template draft is created in BoldSign Instant
- Document template is created in BoldSign Instant
- Document is reassigned in BoldSign Instant
- Document authentication is failed in BoldSign Instant
- Template send is failed in BoldSign Instant
- Document is sent in BoldSign Instant
- Document is edited in BoldSign Instant
- Draft document is created in BoldSign Instant
- Sender identity is denied in BoldSign Instant
- Sender identity is updated in BoldSign Instant
- Sender identity is deleted in BoldSign Instant
- Sender identity is verified in BoldSign Instant
- Sender identity is revoked in BoldSign Instant
- Document is viewed in BoldSign Instant
- Document is completed in BoldSign Instant
- Document is signed in BoldSign Instant
2.
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Send SendGrid email for new Agile CRM contact
Create Notion database item for new Agile CRM contact
Create Google Sheets row for new Agile CRM deal
Send WhatsApp message for new Agile CRM deal
Send SMTP email for new Agile CRM task
Send SendGrid email for new Agile CRM contact
Create Notion database item for new Agile CRM contact
Create Google Sheets row for new Agile CRM deal
Send WhatsApp message for new Agile CRM deal
Send SMTP email for new Agile CRM task
Create CompanyHub contact for new Agile CRM contact
Create ClickUp task for new Agile CRM contact
Send RingCentral message for new Agile CRM contact
Send TextMagic message for new Agile CRM contact
Send Plivo message for new Agile CRM contact
Create CompanyHub contact for new Agile CRM contact
Create ClickUp task for new Agile CRM contact
Send RingCentral message for new Agile CRM contact
Send TextMagic message for new Agile CRM contact
Send Plivo message for new Agile CRM contact
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Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
BoldSign
BoldSign is an intuitive, secure e‑signature platform offering legally binding signatures, audit trails, branding, bulk sends, ID verification, mobile-friendly workflows, and scalable API integrations
