STEP 1
Connect Agile CRM and Rise CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Agile CRM and Rise CRM Integration
Build crm workflows between Agile CRM and Rise CRM on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Agile CRM and Rise CRM
Detailed info you need to know about Agile CRM and Rise CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Agile CRM to Rise CRM
Set up your Agile CRM and Rise CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agile CRM and Rise CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Agile CRM and Rise CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agile CRM and Rise CRM work in WEXTL?
WEXTL exposes actions and triggers for Agile CRM and Rise CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Rise CRM triggersAgile CRM actions
Rise CRM modules
- Create a ClientCreates a new client in the system.
- Create a LeadCreates a new lead in the specified service.
- Create a ProjectCreates a new project in the system.
- Create a TicketCreates a new ticket in the system.
- Create an InvoiceCreates an invoice with specified details.
- Delete a ClientDeletes a client from the service.
- Delete a LeadDeletes a lead from the system.
- Delete a ProjectDeletes a project from the system.
- Delete a TicketDeletes a ticket from the system.
- Delete an InvoiceDeletes an invoice from the system.
- Get a ClientRetrieves a client by ID.
- Get a LeadRetrieves a lead from the system.
- Get a ProjectRetrieves a project using the specified identifiers.
- Get a TicketRetrieves a ticket from the service.
- Get an InvoiceRetrieves an invoice from the service.
- List ClientsLists all clients in the system.
- List InvoicesRetrieves a list of all invoices.
- List LeadsLists all leads.
- List ProjectsLists all projects.
- List TicketsLists all tickets.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a LeadUpdates a lead in the system.
- Update a ProjectUpdates a project with the provided details.
- Update a TicketUpdates a ticket with new information.
- Update an InvoiceUpdates an invoice with new or modified information.
- Watch New ClientsTriggers when a new client is created.
- Watch New LeadsTriggers when a new lead is created.
- Watch ProjectsTriggers when a new project is created.
- Watch TicketsTriggers when a new ticket is created.
Agile CRM modules
- Create CompanyCreates a new company.
- Create ContactCreates a new contact.
- Create DealCreates a new deal.
- Delete CompanyDeletes a company.
- Delete ContactDeletes a contact.
- Delete DealDeletes a deal.
- Get CompanyReturns a single company by ID.
- Get ContactReturns a single contact by ID.
- Get DealReturns a single deal by ID.
- List CompaniesRetrieves a paginated list of companies.
- List ContactsRetrieves a paginated list of contacts.
- List DealsRetrieves a paginated list of deals.
- Make an API CallPerforms an arbitrary authorized API call.
- Update CompanyPartially updates a company.
- Update ContactPartially updates a contact.
- Update DealPartially updates a deal.
Frequently asked questions
Common questions about connecting Agile CRM and Rise CRM.
Connect your Agile CRM and Rise CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Rise CRM's "Watch New Clients" fires, WEXTL can "Create Company" in Agile CRM. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); Rise CRM has 25 actions (including Create a Client, Create a Lead, and Create a Project). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Agile CRM-to-Rise CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Agile CRM (or Rise CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Agile CRM + Rise CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Agile CRM and Rise CRM integration.
- Agile CRM and Rise CRM integration source code, module specs and credentials implementation.
- Our Agile CRM and Rise CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agile CRM and Rise CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Agile CRM integration information
- Rise CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library