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Automatically trigger Shippo shipments upon deal closing in Agile CRM, keeping customers informed with real-time updates. Latenode's visual editor and affordable pricing make customized shipping workflows accessible, and complex logic easy to implement with JavaScript.
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Create a New Scenario to Connect Agile CRM and Shippo
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or Shippo will be your first step. To do this, click "Choose an app," find Agile CRM or Shippo, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Shippo Node
Next, click the plus (+) icon on the Agile CRM node, select Shippo from the list of available apps, and choose the action you need from the list of nodes within Shippo.
Agile CRM
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Shippo
Authenticate Shippo
Now, click the Shippo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Shippo settings. Authentication allows you to use Shippo through Latenode.
Configure the Agile CRM and Shippo Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and Shippo Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Shippo
Trigger on Webhook
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Agile CRM
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, Shippo, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Agile CRM and Shippo integration works as expected. Depending on your setup, data should flow between Agile CRM and Shippo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Agile CRM + Shippo + Shopify: When a deal reaches a specific milestone in Agile CRM, a shipping order is automatically created in Shippo using the deal's associated contact and product information. Then, the corresponding order in Shopify is updated to reflect the new shipping information.
Shippo + Agile CRM + QuickBooks: When a shipment is marked as delivered in Shippo, the customer's record in Agile CRM is updated with shipment details and an invoice is created in QuickBooks to reflect the completed transaction.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports β all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About Shippo
Connect Shippo to Latenode and automate shipping tasks. Create workflows that trigger label generation or shipment tracking updates based on order events. Combine Shippo with other apps to streamline fulfillment, inventory, and customer notifications, all visually and without code, scaling affordably.
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How can I connect my Agile CRM account to Shippo using Latenode?
To connect your Agile CRM account to Shippo on Latenode, follow these steps:
Can I automatically create Shippo shipments from Agile CRM deals?
Yes, you can! Latenode lets you automate shipment creation based on deal stages, saving time and ensuring prompt delivery. Use visual blocks, AI, or code for advanced workflows.
What types of tasks can I perform by integrating Agile CRM with Shippo?
Integrating Agile CRM with Shippo allows you to perform various tasks, including:
How secure is my Agile CRM data when using Latenode integrations?
Latenode employs robust security measures, including encryption and access controls, to ensure your Agile CRM data remains protected during integration processes.
Are there any limitations to the Agile CRM and Shippo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: