Automate Agile CRM and Charitable
You can combine any triggers and actions to create automation rules that save you time.
Triggers
Actions
Subscribers
- Create or update a subscriber in Agile CRM
- Remove a subscriber from Agile CRM
Tags
- Tag a subscriber in Agile CRM
- Remove a Tag from a subscriber in Agile CRM
Charitable
- Change the status of a donation
- Create or update a campaign
- Delete a Charitable campaign
Sample Automation Rules
Explore sample automation rules to streamline your connection.
Subscribers
Create or update a subscriber in Agile CRM when a donation is completed.
Tags
Tag a subscriber in Agile CRM when a donation is completed.
Ready to get started?
You can connect Agile CRM to Charitable 4 simple steps.
First, go ahead and install Noptin.
Next, install the Agile CRM and Charitable add-ons.
Connect your account and then map the Noptin custom fields to Agile CRM custom fields.
Finally, create any needed automation rules or automated emails.
Save money
You can also connect Agile CRM to other WordPress plugins and forms at no extra cost to you. All Noptin plans give you access to 106 add-ons and integrations that you can download freely from your account. This saves you money since you don’t have to purchase a separate add-on for each service you use.
What are you waiting for?
Connect Charitable to Agile CRM Now
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