Tag a contact in Agile CRM when an EDD payment is complete
When an EDD payment is complete
Tag a subscriber in Agile CRM
Choose the tag in the action settings. Turn on the create-new-contact option if the contact does not exist yet.
Easy Digital Downloads → Agile CRMEvents and actions
Use Easy Digital Downloads events to automate Agile CRM
Choose an event from Easy Digital Downloads to start an automation, then choose from the Agile CRM actions listed below. The action settings show what information you need to provide.
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Easy Digital Downloads→Agile CRM
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Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Create or update a subscriber in Agile CRM when an EDD payment is complete
- When an EDD payment is complete
- Create or update a subscriber in Agile CRM
Tag a subscriber in Agile CRM when an EDD payment is abandoned
- When an EDD payment is abandoned
- Tag a subscriber in Agile CRM
Available in Noptin
Agile CRM actions
Subscribers
2 actions
View actions
- Create or update a subscriber in Agile CRM
- Remove a subscriber from Agile CRM
Tags
2 actions
View actions
- Tag a subscriber in Agile CRM
- Remove a Tag from a subscriber in Agile CRM
Available in Noptin
Easy Digital Downloads events
Orders
9 events
View events
- When an EDD order is created
- When an EDD payment is pending
- When an EDD payment is processing
- When an EDD payment is complete
- When an EDD payment is refunded
- When an EDD payment is partially refunded
- When an EDD payment is revoked
- When an EDD payment fails
- When an EDD payment is abandoned
Customers
1 event
- When an EDD customer is created
Email Addresses
1 event
- When an EDD email address is added to a customer
Discounts
6 events
View events
- When an EDD discount code is created
- When an EDD discount code is used
- When an EDD discount code is activated
- When an EDD discount is de-activated
- When an EDD discount expires
- When an EDD discount is deleted
Downloads
3 events
View events
- When an EDD download is created
- When an EDD download is bought or refunded
- When an EDD download is deleted
About this connection
How the two tools fit together
Easy Digital Downloads: Add a newsletter subscription checkbox to your EDD checkout form or automatically add new EDD customers to your newsletter or CRM.
Agile CRM: Agile CRM is an all-in-one customer relationship management (CRM) solution designed for small to medium-sized businesses, offering sales automation, marketing automation, and customer service tools to streamline business processes and enhance customer relationships.
What information can you send?
Connect Agile CRM, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the Easy Digital Downloads event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected Agile CRM account and the audience selected.
Start here
Set up Easy Digital Downloads and Agile CRM with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Agile CRM from Noptin → Extensions. How to activate your license.
- Install and set up Easy Digital Downloads on your WordPress site. Connect Agile CRM in Noptin using the account or server details requested in its settings.
How to install the Noptin newsletter plugin
Put it together
Set up the automation in WordPress
- Choose an event from Easy Digital Downloads to start the automation.
- Choose an action from Agile CRM in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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