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Trigger : Agile_CRM
Deal Created / Updated
Action : Pdfless
Generate PDF
Get more out of Agile CRM and Pdfless with OttoKit. Visually integrate Agile CRM and Pdfless into any workflow, eliminating the need for coding. Try it today and streamline your business!
OttoKit makes it easy to connect Agile CRM and Pdfless to all your favorite tools. Set up "triggers" that react to specific events in Agile CRM and Pdfless, and "actions" that move your data where it needs to go. Sync information between Agile CRM and Pdfless and 1060+ apps with triggers and actions.
Agile CRM is a robust customer relationship management (CRM) software designed to streamline sales, marketing, and customer service processes. It offers a unified platform with features such as contact management, sales automation, marketing automation, and customer support.
Pdfless is a tool that allows users to design document templates using HTML and CSS, and then generate documents like invoices, catalogs, and more. Users can create a Pdfless account, create a template, and then use HTTP APIs or client SDKs to access the template.