Agile CRM
Veriphone
integromat

An automated workflow using integromat

Connects Agile CRM + Veriphone

Verify and update a phone number of an Agile CRM contact using Veriphone

About this workflow template

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.

Agile CRM and Veriphone can also be integrated using automation tools other than integromat:

Diagram

Verify and update a phone number of an Agile CRM contact using Veriphone
Workflow diagram: Agile CRM + Veriphone integration

How it works?

When this trigger fires in Agile CRM

Agile CRM

Watch Contacts in Agile CRM

Triggers when a contact is created, updated or viewed.

Then these actions happen in Agile CRM and Agile CRM

Veriphone

Verify a Phone in Veriphone

Takes a phone number and an optional default-country as input, and tells you if the number is valid.

Agile CRM

Update a Contact in Agile CRM

Updates an existing contact.

How to set up this workflow

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

Configure Applications

First, we need to connect Agile CRM and Veriphone to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Agile CRM to Make.com.

    Connect Agile CRM to Make.com.

    Give Make.com access to your Agile CRM account, using Agile CRM credentials.

  • Connect Veriphone to Make.com.

    Connect Veriphone to Make.com.

    Give Make.com access to your Veriphone account, using Veriphone credentials.

Part II

Build an integration workflow

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

    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

    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

    Then set up another Action for Agile CRM

    Choose this action: Update a Contact (Updates an existing contact.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • Agile CRM

    New contact

    Triggers when a new contact is add in AgileCRM.

    zapierautomateio
    triggerbyzapierautomateio
  • Agile CRM

    New tag to contact

    Triggers when a tag is added to contact in AgileCRM.

    zapier
    triggerbyzapier
  • Agile CRM

    Changed deal milestone

    Triggers when a Deal reaches a specific milestone you choose.

    zapier
    triggerbyzapier
  • Agile CRM

    New deal

    Triggers when a new Deal is added in AgileCRM.

    zapierautomateio
    triggerbyzapierautomateio
  • Agile CRM

    Changing any deal milestone

    Changing any milestone in Agile CRM should be triggered.

    zapier
    triggerbyzapier
  • Agile CRM

    Watch contacts

    Triggers when a contact is created, updated or viewed.

    integromat
    triggerbyintegromat
  • Veriphone

    Verify a phone

    Takes a phone number and an optional default-country as input, and tells you if the number is valid.

    integromat
    actionbyintegromat
  • Veriphone

    Verify phone number

    Verify a phone number

    zapierpipedream
    actionbyzapierpipedream
  • Veriphone

    Get a phone example

    Returns an example (dummy) phone number for any country/phone-type combination.

    integromat
    actionbyintegromat
  • Veriphone

    Make an api call

    Performs an arbitrary authorized API call.

    integromat
    actionbyintegromat
  • Veriphone

    Get dummy phone number

    Get dummy phone number

    pipedream
    actionbypipedream
  • Veriphone

    Example phone number

    Get an example phone number for a given country

    zapier
    triggerbyzapier

Apps you need

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.