This automation scenario allows you to connect Agile CRM and Veriphone
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in Agile CRM
Triggers when a contact is created, updated or viewed.
Then these actions happen in Agile CRM and Agile CRM
Takes a phone number and an optional default-country as input, and tells you if the number is valid.
Updates an existing contact.
This guide contains information on how to set up an automatic workflow that allows to Verify and update a phone number of an Agile CRM contact using Veriphone.
Part I
First, we need to connect Agile CRM and Veriphone to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Agile CRM to Make.com.
Give Make.com access to your Agile CRM account, using Agile CRM credentials.
Connect Veriphone to Make.com.
Give Make.com access to your Veriphone account, using Veriphone credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Agile CRM
Choose the following trigger: Watch Contacts ( Triggers when a contact is created, updated or viewed.).
Then set up an Action for Veriphone
Choose this action: Verify a Phone (Takes a phone number and an optional default-country as input, and tells you if the number is valid.).
Then set up another Action for Agile CRM
Choose this action: Update a Contact (Updates an existing contact.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Agile CRM and Veriphone.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Verify and update a phone number of an Agile CRM contact using Veriphone!
Triggers when a new contact is add in AgileCRM.
Triggers when a tag is added to contact in AgileCRM.
Triggers when a Deal reaches a specific milestone you choose.
Triggers when a new Deal is added in AgileCRM.
Changing any milestone in Agile CRM should be triggered.
Triggers when a contact is created, updated or viewed.
Takes a phone number and an optional default-country as input, and tells you if the number is valid.
Verify a phone number
Returns an example (dummy) phone number for any country/phone-type combination.
Performs an arbitrary authorized API call.
Get dummy phone number
Get an example phone number for a given country
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.