Agile Crm

Agile Crm

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

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Triggers & Actions

Use Agile Crm as a trigger to kick off a workflow, or use it as an action to do something automatically in your workflow.

Triggers

No triggers available

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

  • Update Lead Score

    Update the lead score of a contact

  • Update Star Value

    Update the star rating of a contact

  • Add Tags to Contact

    Add tags to a contact

  • Delete Tags from Contact

    Remove tags from a contact

  • Delete Contact

    Delete a contact by ID

  • 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

  • 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

  • Create Note

    Create a note and relate it to contacts

  • Get Contact Notes

    Get all notes related to a contact

  • Delete Note

    Delete a note from a contact

  • 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

  • List Events

    Get a list of events

  • Create Event

    Create a new event