Agillic and Salesflare

How to connect Agillic

Via Zapier — 9 operations available. Set it up ↗

About Agillic

Agillic is a native customer marketing platform enabling brands to connect with audiences across channels through data-driven communication at scale. With Agillic you can take advantage of personalisation, automation, AI and omnichannel marketing capabilities from a single interface to create and retain valuable relationships throughout the customer lifecycle.

Agillic operations on Zapier

Triggers (1)

Start a workflow when this happens

Get OTM Tables — Get the Available One-to-many tables from your Agillic instance

Actions (6)

Things Salesflare can make it do

Achieve Event — Achieves an Agillic Event for a specific Recipient. The event achieved can have various side-effects, configured in your Agillic Instance.
Create/Update a One-To-Many Record — Create or updates a record in a recipient's One-to-Many Table
Delete a Recipient — Deletes a Recipient
Truncate Recipient OTM Table — Truncate (removes all rows) from a Recipient's One-to-Many Table
Update or Create Recipient — Updates a Recipient in your Agillic Instance for the data fields present. If the Recipient does not exist with the unique identifier provided, one will be created.

Show 1 more actions

Update or Create Recipient (Limited Fields) — Updates a Recipient in your Agillic Instance for the data fields present. If the Recipient does not exist with the unique identifier provided, one will be created.

Searches (2)

Look up existing records

Find and Get Recipient — Query Agillic to see if the recipient exists, and return the available Person Data for that recipient if they do.
Get OTM Table — Get the rows in a One to many table for a specific recipient.