Sales And CRM

Agile Crm

Agile CRM integration - Complete CRM automation with contacts, deals, tasks, notes and events

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31 actions

Agile Crm

Integration details

Steps a workflow can run in Agile Crm.

Action	What it does
Contact 6 actions
Create Contact	Create a new contact in AgileCRM
List Contacts	Get a paginated list of contacts
Get Contact	Get a contact by ID
Search Contact By Email	Search for a contact by email address
Delete Contact	Delete a contact by ID
Get Contact Notes	Get all notes related to a contact
Tag 2 actions
Add Tags to Contact	Add tags to a contact
Delete Tags from Contact	Remove tags from a contact
Company 5 actions
Create Company	Create a new company
Update Company	Update company properties
List Companies	Get a list of companies
Get Company	Get a company by ID
Delete Company	Delete a company by ID
Deal 6 actions
List Deals	Get a list of all deals
Get Deal	Get a deal by ID
Create Deal	Create a new deal
Update Deal	Update an existing deal
Delete Deal	Delete a deal by ID
Get Deals Related to Contact	Get all deals related to a specific contact
Note 2 actions
Create Note	Create a note and relate it to contacts
Delete Note	Delete a note from a contact
Task 6 actions
List Tasks	Get a list of tasks
Get Task	Get a task by ID
Create Task	Create a new task
Update Task	Update an existing task
Delete Task	Delete a task by ID
Get Tasks Related to Contact	Get all tasks related to a contact
Event 2 actions
List Events	Get a list of events
Create Event	Create a new event
Other 2 actions
Update Lead Score	Update the lead score of a contact
Update Star Value	Update the star rating of a contact

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