CRM ยท CONNECTIONContacts, companies and deals from your Agile CRM account.
Explore 79 workflow actions for Agile CRM, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Change the specified tags on the existing contact.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a positive or negative amount to the existing contact score.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Assign a contact to an existing account user by their email.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read consecutive Agile CRM pages with bounded output and an explicit continuation cursor.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read consecutive Agile CRM pages with bounded output and an explicit continuation cursor.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read consecutive Agile CRM pages with bounded output and an explicit continuation cursor.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read consecutive Agile CRM pages with bounded output and an explicit continuation cursor.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read consecutive Agile CRM pages with bounded output and an explicit continuation cursor.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read consecutive Agile CRM pages with bounded output and an explicit continuation cursor.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read consecutive Agile CRM pages with bounded output and an explicit continuation cursor.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Create a company with typed properties and its required name.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a contact with typed properties and its required name.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a note related to one or more contacts.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a note to the existing contact found by email.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a deal in an existing track with an explicit owner, milestone and closing date.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a deal only when a contact with the given email already exists.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a document record pointing to an existing HTTPS file.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create an event with explicit title and start/end times.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a task with explicit category, priority and due date.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a task related to the contact with the specified email.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a helpdesk ticket in an explicit group.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a public or private note to the selected ticket.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a named track with explicit milestones.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete the specified company.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete the specified contact.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete the specified deal.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete the specified notes by their IDs.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete the identified event.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete the identified task.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete the specified helpdesk ticket.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete the identified track.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Enroll the contact email in the selected Agile CRM campaign.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read a bounded result using the documented AND/OR dynamic-filter rules.
Depends on the connected account and selected operation. Check the service documentation.
Read a bounded result using the documented AND/OR dynamic-filter rules.
Depends on the connected account and selected operation. Check the service documentation.
Read a bounded result using the documented AND/OR dynamic-filter rules.
Depends on the connected account and selected operation. Check the service documentation.
Read a company by ID.
Depends on the connected account and selected operation. Check the service documentation.
Read a contact by ID.
Depends on the connected account and selected operation. Check the service documentation.
Find an existing contact by email. A missing contact fails this step.
Depends on the connected account and selected operation. Check the service documentation.
Find an existing contact by phone. A missing contact fails this step.
Depends on the connected account and selected operation. Check the service documentation.
Read a deal by ID.
Depends on the connected account and selected operation. Check the service documentation.
Read a task by its ID.
Depends on the connected account and selected operation. Check the service documentation.
Read a page of companies using the vendor form-based search.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read deals related to a contact.
Depends on the connected account and selected operation. Check the service documentation.
Read documents associated with a contact.
Depends on the connected account and selected operation. Check the service documentation.
Read events related to a contact.
Depends on the connected account and selected operation. Check the service documentation.
Read notes related to the selected contact.
Depends on the connected account and selected operation. Check the service documentation.
Read contact tasks ordered from newest to oldest.
Depends on the connected account and selected operation. Check the service documentation.
Read contacts ordered by creation time.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read notes related to the selected deal.
Depends on the connected account and selected operation. Check the service documentation.
Read a page of deals ordered by creation time.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read events in an explicit epoch-time interval.
Depends on the connected account and selected operation. Check the service documentation.
Read deals owned by the authenticated account user.
Depends on the connected account and selected operation. Check the service documentation.
Read pending tasks for the specified number of days.
Depends on the connected account and selected operation. Check the service documentation.
Read tasks matching the selected filter.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read tasks matching the selected filter.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read tasks matching the selected filter.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read the available helpdesk ticket filters.
Depends on the connected account and selected operation. Check the service documentation.
Read messages belonging to the selected helpdesk ticket.
Depends on the connected account and selected operation. Check the service documentation.
Read a bounded set of helpdesk tickets matching an existing filter.
Depends on the connected account and selected operation. Check the service documentation.
Read deals in a track. Track 0 selects the default track; 1 selects all tracks.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read deal tracks and their milestone names.
Depends on the connected account and selected operation. Check the service documentation.
Unsubscribe a contact from the specified Agile CRM campaign.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove specified tags from a contact or company and return the remaining tags.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change the specified tags on the existing contact.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove the specified contact associations from a deal.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove the relationship between a note and a contact.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Search standard fields and searchable custom fields.
Depends on the connected account and selected operation. Check the service documentation.
Search standard fields and searchable custom fields.
Depends on the connected account and selected operation. Check the service documentation.
Add or change company properties without deleting other fields.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change only the selected contact attribute. The tags operation adds tags without removing existing ones.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add or change contact properties without deleting other fields.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set one typed contact property using an explicit email target.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change only the selected contact attribute. The tags operation adds tags without removing existing ones.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change only the selected contact attribute. The tags operation adds tags without removing existing ones.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Partially update a deal by ID.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update the identified document record and its HTTPS file address.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update the identified event. An ID is required to prevent accidental creation.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Partially update the identified task.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update the identified track. The ID prevents accidental creation.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Agile CRM. A saved workflow is not a completed provider action.
