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Connect Agile CRM to Smsapi and automate SMS notifications to leads based on CRM updates. Use Latenode's visual editor to easily customize message triggers and content. Advanced users can add custom logic with JavaScript and save significantly with execution-based pricing.
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Create a New Scenario to Connect Agile CRM and Smsapi
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 Smsapi will be your first step. To do this, click "Choose an app," find Agile CRM or Smsapi, 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 Smsapi Node
Next, click the plus (+) icon on the Agile CRM node, select Smsapi from the list of available apps, and choose the action you need from the list of nodes within Smsapi.
Agile CRM
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Smsapi
Authenticate Smsapi
Now, click the Smsapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smsapi settings. Authentication allows you to use Smsapi through Latenode.
Configure the Agile CRM and Smsapi 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 Smsapi 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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Smsapi
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, Smsapi, 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 Smsapi integration works as expected. Depending on your setup, data should flow between Agile CRM and Smsapi (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Agile CRM + Smsapi + Slack: When a deal's milestone changes in Agile CRM, a personalized SMS update is sent to the client via Smsapi, and a notification is posted to a designated Slack channel for the team to stay informed.
Smsapi + Agile CRM + Google Sheets: When an SMS message is sent via Smsapi, the data from the message is logged in Google Sheets. Agile CRM is then updated with a note about the interaction, contributing to lead scoring and contact history.
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 Smsapi
Use Smsapi in Latenode to automate SMS notifications and alerts within your workflows. Send appointment reminders, order updates, or critical alerts automatically based on triggers from your apps. Unlike basic SMS integrations, Latenode allows you to customize messages with data transformations and conditional logic, ensuring relevant and timely communication for each user, scaling with your business needs.
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How can I connect my Agile CRM account to Smsapi using Latenode?
To connect your Agile CRM account to Smsapi on Latenode, follow these steps:
Can I send SMS reminders for upcoming Agile CRM appointments?
Yes! Latenode's visual editor makes it easy. Send automated SMS reminders via Smsapi using Agile CRM appointment data. This boosts customer engagement and reduces no-shows.
What types of tasks can I perform by integrating Agile CRM with Smsapi?
Integrating Agile CRM with Smsapi allows you to perform various tasks, including:
Can I trigger Agile CRM actions from incoming SMS messages?
Yes, with Latenode. Use Smsapi to receive SMS, parse the content using AI, and trigger actions directly within Agile CRM, automating lead management.
Are there any limitations to the Agile CRM and Smsapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: