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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Missed Call" from Ruler Analytics.

Add your action

An action happens after the trigger—such as "Add to Campaign" in Agile CRM.

You’re connected!

Zapier seamlessly connects Ruler Analytics and Agile CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Site
  Required
Trigger
Instant
Try It
- Site
  Required
Trigger
Instant
Try It
- Site
  Required
Trigger
Instant
Try It
- Track / Milestone
  Required
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
Try It

New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
Try It
- Ticket Filter
  Required
Trigger
Polling
Try It

- Tag Name
  Required
Trigger
Polling
Try It
- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Title
  Required
- Priority
  Required
- Owner
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject of Note
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Contact Email
  Required
- Due Date
Action
Write

- Site
  Required
Trigger
Instant
Try It
- Site
  Required
Trigger
Instant
Try It
- Site
  Required
Trigger
Instant
Try It
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
Try It
- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Track / Milestone
  Required
- Contact Email
  Required
- Close Date
- Description
  Required
- Deal Source
Action
Write
- Email
  Required
- Subject of Note
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Contact Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Tags
  Required
- Add Address
- City
- State
- Zip Code
- Country
- If Duplicate Found
- Website
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Ruler Analytics and Agile CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Ruler Analytics to Agile CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Ruler Analytics

Ruler Analytics is a visitor level analytics product that tracks customer journeys, conversions, phone calls & companies looking at your site.

HelpHelp

Related categories

Call Tracking

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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