Tag a contact in Agile CRM when a user completes a course
When a user completes a course
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.
Masteriyo LMS → Agile CRMEvents and actions
Use Masteriyo LMS events to automate Agile CRM
Choose an event from Masteriyo LMS to start an automation, then choose from the Agile CRM actions listed below. The action settings show what information you need to provide.
Already using Noptin? Learn how to create an automation rule.
Masteriyo LMS→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 a user completes a course
- When a user completes a course
- Create or update a subscriber in Agile CRM
Tag a subscriber in Agile CRM when a user completes a lesson
- When a user completes a lesson
- 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
Masteriyo LMS events and actions
Courses
4 events · 3 actions
View events and actions
Events
- When a user completes a course
- When a Masteriyo course is published
- When a Masteriyo course is unpublished
- When a Masteriyo course is deleted
Actions
- Enroll a user in a Masteriyo course
- Create or update a Masteriyo course
- Delete a Masteriyo course
Lessons
4 events · 2 actions
View events and actions
Events
- When a user completes a lesson
- When a Masteriyo lesson is published
- When a Masteriyo lesson is unpublished
- When a Masteriyo lesson is deleted
Actions
- Create or update a Masteriyo lesson
- Delete a Masteriyo lesson
Quizzes
4 events · 2 actions
View events and actions
Events
- When a user completes a quiz
- When a Masteriyo quiz is published
- When a Masteriyo quiz is unpublished
- When a Masteriyo quiz is deleted
Actions
- Create or update a Masteriyo quiz
- Delete a Masteriyo quiz
About this connection
How the two tools fit together
Masteriyo LMS: Connect Masteriyo LMS courses, lessons, and quizzes to Noptin.
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 Masteriyo LMS 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 Masteriyo LMS 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 Masteriyo LMS and Agile CRM from Noptin → Extensions. How to activate your license.
- Install and set up Masteriyo LMS 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 Masteriyo LMS 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.
Ready to connect Masteriyo LMS and Agile CRM?
Build the automation in your WordPress dashboard with Noptin.
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