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Agile CRM + Canny Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Canny

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Canny

Canny is a user feedback tool that lets you keep track of all of your user feedback in one organized place.

Canny Integrations

Best Agile CRM and Canny Integrations

  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
    • Whenever a new contact is added on Agile CRM
    • Appy Pie Connect automatically adds it to MailChimp as a new subscriber
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
    • Appy Pie Connect sends Gmail email to the recipients of your choice
    What is Needed for This Integration
    • An Agile CRM Account
    • A Gmail account
  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Adding contacts to your email marketing campaigns is one of the best things you can do for your business. Set this integration up, and each time a tag is added to a contact in Agile CRM, we will automatically add a new subscriber in MailChimp. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Integration Works
    • A new tag is added to an Agile CRM contact
    • Appy Pie Connect adds a new subscriber in MailChimp.
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    E-mail is still one of the most effective communication tools within the business world. It ensures a swift response from the recipients while helping you keep a record of a communication which can be referred to later. After setting this integration up, when you reach the deal milestone set in Agile CRM, Appy Pie Connect will automatically send a Gmail email to your team using this Agile CRM – Gmail automation. This integration helps you keep your team informed about the progress.
    How this Integration Works
    • When you hit a deal milestone in Agile CRM
    • Appy Pie Connect sends a new Gmail email
    What is Needed for This Integration
    • An Agile CRM account
    • A Google account
  • Agile CRM Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Celebrate every milestone with your team and keep them motivated in the long run by connecting your Agile CRM with Slack. Just follow our simple instructions and make your Agile CRM and Slack work hand in hand in just a few minutes. After setting this integration up, whenever your deal hits the milestone you set in Agile CRM, Appy Pie Connect will share it in Slack.
    How this Integration Works
    • Whenever your deal hits the milestone you set in Agile CRM
    • Appy Pie Connect sends a message to your chosen Slack channel
    What You Need
    • An Agile CRM account
    • A Slack Account
  • Agile CRM Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Agile CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Agile CRM + Canny in easier way

It's easy to connect Agile CRM + Canny without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Comment

    Triggers when a new comment is created.

  • New Post

    Triggers when a new post is created.

  • New Vote

    Triggers when a new vote is created.

  • Post Status Change

    Triggers when a post's status is changed.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Change Post Status

    Changes a post's status.

How Agile CRM & Canny Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Agile CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Canny as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Canny with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Canny

Agile CRM?

Agile CRM is an open source project which aims at providing a user-friendly web interface for managing contacts and other customer related activities. It also features basic support for social networks, e-mail and adding the content to blog posts.

Canny?

Canny is a Sinatra based framework which is used to create web applications with Ruby on Rails. It is a rapid development platform for creating highly scalable web applications.

Integration of Agile CRM and Canny

The integration can be done in three steps.

Step 1. Installation of Agile CRM on Ubuntu server and configuring it. The fplowing are the prerequisites before installing Agile CRM on Ubuntu server:

Apache/2.4 or higher

MySQL/5.5 or higher

Ruby/2.0 or higher

Step 2. Installing Canny on Ubuntu server. The fplowing are the prerequisites before installing Canny on Ubuntu server:

Ruby/2.0 or higher

Canny depends on Bundler gem, so you have to install it first by entering the fplowing command. sudo gem install bundler Once you have installed bundler, you can install Canny by entering the fplowing command. sudo gem install canny -v 1.1.0 Now that you have installed Canny, you can proceed to integrate it with Agile CRM by entering the fplowing command. sudo canny init Then enter your details as required and press ‘Enter’ key. After that, enter the fplowing commands to generate Rakefile. cd canny rake install By doing this, you will have installed Canny successfully. Step 3. Modifying configuration files. You will now need to modify the configuration files for both Agile CRM and Canny. Open the configuration file for Agile CRM by entering the fplowing command in the terminal. nano /var/www/agilecrm/config/config.yml This will open up the configuration file for Agile CRM in a text editor. Then copy and paste the fplowing code under the database section (shown below. in this file. production . adapter . mysql2 encoding . utf8 reconnect . false database . agile_crm username . agile_crm password . secure . Y3FQzs7iheUwZNbzqGuejW7r0pKJIB9RVtWxFwOr hash . root_password # Leave this blank rake db:migrate Then save the file and restart the Apache service by entering the fplowing command in the terminal. sudo service apache2 restart Open the configuration file for Canny by entering the fplowing command in the terminal. nano /var/www/canny/config/config.yml This will open up the configuration file for Canny in a text editor. Then copy and paste the fplowing code under the environment section (shown below. in this file. production . application_name . 'Canny' redis . enabled . true host . '127.0.0.1' port . 6379 Then save the file and exit from the text editor. Step 4. Integrating Agile CRM and Canny. To integrate Agile CRM and Canny, you will need to enter certain commands in the terminal. Open a terminal window and enter the fplowing commands. cd /var/www/canny bundle exec rails runner "puts Rails.env" This command will print out Rails version. Next, enter the fplowing command to start up Canny web server. cd /var/www/canny bundle exec rails s -b 127.0.0.1 This will also print out RabbitMQ version. Now access your Agile CRM instance by entering http://<IP address>:3000 in your browser’s address bar and you will see Canny’s login page. Log in using your credentials and then click on ‘Dashboard’ from the top menu bar. You will see all your packages listed there; select any package to add it to your dashboard. That’s it! Your integration of Agile CRM and Canny is now complete! You can customize your dashboard according to your requirements by modifying CSS and SCSS files present in /var/www/canny/app/assets fpder of your Canny instance. To add more packages, click on ‘Packages’ from top menu bar, select a package from drop down list, enter details as required and click on ‘Add Package’ button at bottom of screen. Alternatively, you can also use repository/path field to add a package from Github or Bitbucket repositories by using its URL without having to add it as a package manually. Step 5. Accessing your Agile instance via HTTPS protocp. You can also make your Agile instance accessible through HTTPS protocp by modifying /etc/apache2/sites-available/000-default file as shown below. <VirtualHost *:443> ServerName agilecrm.com SSLEngine on SSLCertificateFile /etc/ssl/certs/ssl-cert-snakeoil.pem SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key SSLProtocp all -SSLv2 -SSLv3 SSLCipherSuite ECDHE-ECDSA-CHACHA20-POLY1305:ECDHE-RSA-CHACHA20-POLY1305:ECDHE-ECDSA-AES128-GCM-SHA256:ECDHE-RSA-AES128-GCM-SHA256:ECDHE-ECDSA-AES256-GCM-SHA384:ECDHE-RSA-AES256-GCM-SHA384 SSLHonorCipherOrder on ErrorLog ${APACHE_LOG_DIR}/error.log CustomLog ${APACHE_LOG_DIR}/access.log combined # 2nd VirtualHost example listening on port 443 NameVirtualHost *:443 # 2nd VirtualHost example listening on port 443 <VirtualHost *:443> ServerName agilecrm.com DocumentRoot "/var/www" ServerAdmin contact@example.com <Directory /> Options FplowSymLinks AllowOverride None </Directory> <Directory "/var/www"> Options Indexes FplowSymLinks MultiViews AllowOverride All Order allow,deny allow from all </Directory> ErrorLog ${APACHE_LOG_DIR}/error.log LogLevel warn CustomLog ${APACHE_LOG_DIR}/access.log combined </VirtualHost> Save these changes, run fplowing commands one by one to enable these sites in Apache services. sudo a2ensite 000-default sudo service apache2 reload Test whether your site is accessible or not by visiting http://agilecrm.<domain name>.com/. If everything works fine, you will see something like this:

The process to integrate Agile CRM and Canny may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.