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Automate tasks across Agile CRM with Cognito Forms

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Agile CRM and Cognito Forms talk.
Here are some common ways to automate work between them.

Send a Cognito Forms notification when Agile CRM receives a high-priority item.Try now
Create a Cognito Forms follow-up from new qualified activity in Agile CRM.Try now
Copy new customer details from Agile CRM into Cognito Forms.Try now
Update the matching Cognito Forms item when a Agile CRM status changes.Try now
Start a review in Cognito Forms when Agile CRM flags an exception.Try now
Summarize new Agile CRM activity and save it in Cognito Forms.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Agile CRM and Cognito Forms work.

Connect your Agile CRM and Cognito Forms. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 47 actions between Agile CRM and Cognito Forms.
Can’t find an action you need? Let us know.

Create CompanyCreate company in Agile CRM.Delete CompanyDelete company in Agile CRM.List CompaniesRun a list companies action in Agile CRM.Update CompanyUpdate company in Agile CRM.Create ContactCreate contact in Agile CRM.Delete ContactDelete contact in Agile CRM.Get ContactRun a get contact action in Agile CRM.List ContactsRun a list contacts action in Agile CRM.Search Contacts and CompaniesRun a search contacts and companies action in Agile CRM.Update ContactUpdate contact in Agile CRM.Update Contact TagsUpdate contact tags in Agile CRM.Create DealCreate deal in Agile CRM.Delete DealDelete deal in Agile CRM.List DealsRun a list deals action in Agile CRM.Update DealUpdate deal in Agile CRM.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Agile CRM and Cognito Forms.

MindCloud connects Agile CRM and Cognito Forms so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.