Agile CRM

The Agile CRM modules allow you to watch, create, update, list, and delete the contacts, companies, deals, tickets, and tasks in your Agile CRM account.

Getting Started with Agile CRM

Prerequisites

  • An Agile CRM account

In order to use Agile CRM with Make, it is necessary to have an Agile CRM account. You can use your Google account or create an Agile CRM account at my.agilecrm.com/register.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

To connect your Agile CRM account to Make you need to obtain the API Key from your Agile CRM account and insert it in the Create a connection dialog in the Make module.

1. Log in to your Agile CRM account and open your Dashboard.

2. Click your Profile Icon > Admin Settings > Developers & API.

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3. Copy the REST API Key to your clipboard.

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4. Go to Make and open the Agile CRM module's Create a connection dialog.

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5. In the Connection name field, enter a name for the connection.

6. In the Domain field, enter your domain name. For example, if your web browser URL address is https://xyz.agilecrm.com/ then your domain is xyz.

7. In the Agile CRM Email Address field, enter your registered email address.

8. In the API Key field, enter the API key copied in step 3 and click Continue.

The connection has been established.

Watch Contacts

Triggers when a contact is created, updated or viewed.

Connection

Establish a connection to your Agile CRM account.

Watch Records

Select the option to watch the contacts:

  • By Created Time

  • By Updated Time

  • By Viewed Time

Limit

Enter the maximum number of contacts Make should return during one scenario execution cycle.

Watch Contact's Tags

Triggers when a new tag is added to the selected contact.

Connection

Establish a connection to your Agile CRM account.

Contact IDs

Select the Contact ID whose tags you want to watch.

Limit

Enter the maximum number of contacts Make should return during one scenario execution cycle.

List Contacts

Retrieves a list of all contacts.

Connection

Establish a connection to your Agile CRM account.

Limit

Enter the maximum number of contacts Make should return during one scenario execution cycle.

Get a Contact

Gets the details of a contact.

Connection

Establish a connection to your Agile CRM account.

Contact ID

Select the Contact ID whose details you want to retrieve.

Create a Contact

Creates a new contact.

Connection

Establish a connection to your Agile CRM account.

First Name

Enter the first name of the contact.

Last Name

Enter the last name of the contact.

Email

Enter the email address of the contact.

Company

Enter the company name to which the contact belongs to.

Address Line

Enter the street address of the contact.

City

Enter the city name.

State

Enter the state name.

Zip

Enter the zip code of the area.

Country

Enter the country name.

Phone Number (Work)

Enter the work phone number of the contact.

Phone Number (Home)

Enter the home phone number of the contact.

Tags

Add the keywords as tags to filter the contact when searching.

Star Value

Enter the lead score or star value of the contact.

Lead Score

Enter the lead score of the contact.

Profile Image

Enter the URL address to the contact's profile image.

Website

Enter the URL address of the contact's or the contact's company website.

Website (Youtube)

Enter the URL address of the contact's or contact's Youtube website.

Website (LinkedIn)

Enter the URL address of the contact's or contact's LinkedIn website.

Website (Twitter)

Enter the URL address of the contact's or the contact's Twitter website.

Custom Fields

Add the custom fields:

Key

Enter the field name

Value

Enter the field value.

Update a Contact

Updates an existing contact.

Connection

Establish a connection to your Agile CRM account.

Contact ID

Select the Contact ID whose details you want to update.

First Name

Enter the first name of the contact.

Last Name

Enter the last name of the contact.

Email

Enter the email address of the contact.

Company

Enter the company name to which the contact belongs to.

Address Line

Enter the street address of the contact.

City

Enter the city name.

State

Enter the state name.

Zip

Enter the zip code of the area.

Country

Enter the country name.

Phone Number (Work)

Enter the work phone number of the contact.

Phone Number (Home)

Enter the home phone number of the contact.

Tags

Add the keywords as tags to filter the contact when searching.

Star Value

Enter the lead score or star value of the contact.

Lead Score

Enter the lead score of the contact.

Profile Image

Enter the URL address to the contact's profile image.

Website

Enter the URL address of the contact's or contact's company website.

Website (Youtube)

Enter the URL address of the contact's or contact's Youtube website.

Website (LinkedIn)

Enter the URL address of the contact's or contact's LinkedIn website.

Website (Twitter)

Enter the URL address of the contact's or contact's Twitter website.

Custom Fields

Add the custom fields:

Key

Enter the field name

Value

Enter the field value.

Delete a Contact

Deletes a contact.

Connection

Establish a connection to your Agile CRM account.

Contact ID

Select the Contact ID you want to delete.

Add a Contact to a Campaign

Adds a contact by email to a selected campaign.

Connection

Establish a connection to your Agile CRM account.

Campaign ID

Select the Campaign ID to which you want to add the campaign.

Contact's Email

Select the contact's email address you want to add to the campaign.

Watch Companies

Triggers when a company is created, updated, or viewed.

Connection

Establish a connection to your Agile CRM account.

Watch Companies

Select the option to watch the companies:

  • By Created Time

  • By Updated Time

  • By Viewed Time

Limit

Enter the maximum number of the companies Make should return during one scenario execution cycle.

List Companies

Retrieves a list of all the companies.

Connection

Establish a connection to your Agile CRM account.

Limit

Enter the maximum number of the companies Make should return during one scenario execution cycle.

Get a Company

Gets the details of the company.

Connection

Establish a connection to your Agile CRM account.

Company ID

Select the Company ID whose details you want to retrieve.

Create a Company

Creates a new company.

Connection

Establish a connection to your Agile CRM account.

Company Name

Enter the name of the company.

Company Emails

Add the company email addresses:

Type

Select the email address type:

  • Primary

  • Alternative

Email address

Enter the email address.

Phone

Enter the company's phone number.

Address Line

Enter the street address where the company is located.

City

Enter the city name.

State

Enter the state name.

Zip

Enter the zip code of the area.

Country

Enter the country name.

Company Website

Add the company websites:

Type

Select the website type:

  • Blog

  • Facebook

  • GitHub

  • URL

  • LinkedIn

  • Skype

  • Twitter

  • URL

  • Xing

  • URL

  • Youtube

Website

Enter the company's website address.

Tags

Add the keywords as tags to filter the company when searching.

Star Value

Enter the star value of the company.

Lead Score

Enter the lead score of the company.

Custom Fields

Add the custom fields:

Key

Enter the field name.

Value

Enter the field value.

Update a Company

Updates an existing company.

Connection

Establish a connection to your Agile CRM account.

Company ID

Select the Company ID you want to update.

Company Name

Enter the name of the company.

Company Emails

Add the company email addresses:

Type

Select the email address type:

  • Primary

  • Alternative

Email address

Enter the email address.

Phone

Enter the company's phone number.

Address Line

Enter the street address where the company is located.

City

Enter the city name.

State

Enter the state name.

Zip

Enter the zip code of the area.

Country

Enter the country name.

Company Website

Add the company websites:

Type

Select the website type:

  • Blog

  • Facebook

  • GitHub

  • URL

  • LinkedIn

  • Skype

  • Twitter

  • URL

  • Xing

  • URL

  • Youtube

Website

Enter the company's website address.

Tags

Add the keywords as tags to filter the company when searching.

Star Value

Enter the star value of the company.

Lead Score

Enter the lead score of the company.

Custom Fields

Add the custom fields:

Key

Enter the field name.

Value

Enter the field value.

Delete a Company

Deletes a company.

Connection

Establish a connection to your Agile CRM account.

Company ID

Select the Company ID you want to delete.

Watch Deals

Triggers when a new deal is created, or updated.

Connection

Establish a connection to your Agile CRM account.

Watch Deals

Select the option to watch the deals:

  • By Created Time

  • By Updated Time

  • By Milestone Changed Time

  • By Note Created Time

  • By Won Date

  • By Closed Date

Limit

Enter the maximum number of the deals Make should return during one scenario execution cycle.

List Deals

Retrieves a list of all the deals.

Connection

Establish a connection to your Agile CRM account.

Limit

Enter the maximum number of the deals Make should return during one scenario execution cycle.

Get a Deal

Gets the details of a deal.

Connection

Establish a connection to your Agile CRM account.

Deal ID

Select the Company ID whose details you want to retrieve.

Create a Deal

Creates a deal.

Connection

Establish a connection to your Agile CRM account.

Deal Name

Enter the name of the deal.

Expected Value

Enter the revenue expected from the deal.

Probability (%)

Enter the probability of winning the deal.

Close Date

Enter the date when the deal closes.

Track

Select the option to track the deal progress.

Milestone

Select the milestone of the deal:

  • New

  • Prospect

  • Proposal

  • Won

  • Lost

Deal Source ID

Enter the Deal Source ID from where you got the deal.

Contact ID

Select the Contact IDs for the deal.

Description

Enter the details of the deal.

Custom Data

Add the custom data:

Name

Enter the name of the data.

Value

Enter the value.

Update a Deal

Updates an existing deal.

Connection

Establish a connection to your Agile CRM account.

Deal ID

Select the Deal ID you want to update.

Deal Name

Enter the name of the deal.

Expected Value

Enter the revenue expected from the deal.

Probability (%)

Enter the probability of winning the deal.

Close Date

Enter the date when the deal closes.

Track

Select the option to track the deal progress.

Milestone

Select the milestone of the deal:

  • New

  • Prospect

  • Proposal

  • Won

  • Lost

Deal Source ID

Enter the Deal Source ID from where you got the deal.

Contact ID

Select the Contact IDs for the deal.

Description

Enter the details of the deal.

Custom Data

Add the custom data:

Name

Enter the name of the data.

Value

Enter the value.

Delete a Deal

Deletes a deal.

Connection

Establish a connection to your Agile CRM account.

Deal ID

Select the Company ID you want to delete.

Watch Tasks

Triggers when a task is created, due, started, or completed.

Connection

Establish a connection to your Agile CRM account.

Watch Tasks

Select the option to watch the tasks:

  • By Created Time

  • By Due Time

  • By Task Start Time

  • By Task End Time

Criteria

Select the criteria of the tasks you want to watch:

  • Category

  • Status

  • Priority

Is Pending

Select whether you want to watch the pending tasks:

  • Yes

  • No

  • Not defined

Owner ID

Enter the Owner ID whose tasks you want to watch.

Limit

Enter the maximum number of the tasks Make should return during one scenario execution cycle.

List Tasks

Retrieves a list of the tasks by given filter parameters.

Connection

Establish a connection to your Agile CRM account.

Limit

Enter the maximum number of the tasks Make should return during one scenario execution cycle.

Get a Task

Gets the details of a task.

Connection

Establish a connection to your Agile CRM account.

Task ID

Select the Task ID whose details you want to retrieve.

Create a Task

Creates a new task.

Connection

Establish a connection to your Agile CRM account.

Subject

Enter the task details.

Type

Select the task type:

  • Call

  • Email

  • Followup

  • Meeting

  • Milestone

  • Send

  • Tweet

  • Others

Priority

Select the priority of the task:

  • High

  • Normal

  • Low

Status

Select the status of the task:

  • In Progress

  • Yet to start

  • Completed

Task Due Date

Enter the date by which the task must be completed.

Task Due Time

Enter the time remaining for completing the task.

Owner ID

Select the Owner ID who owns the task.

Task Description

Enter the details of the task.

Contact IDs

Select the Contact IDs for the task.

Deal IDs

Select the Deal IDs associated with the task.

Update a Task

Updates an existing task.

Connection

Establish a connection to your Agile CRM account.

Task ID

Select the Task ID you want to update.

Subject

Enter the task details.

Type

Select the task type:

  • Call

  • Email

  • Followup

  • Meeting

  • Milestone

  • Send

  • Tweet

  • Others

Priority

Select the priority of the task:

  • High

  • Normal

  • Low

Status

Select the status of the task:

  • In Progress

  • Yet to start

  • Completed

Task Due Date

Enter the date by which the task must be completed.

Task Due Time

Enter the time remaining for completing the task.

Owner ID

Select the Owner ID who owns the task.

Task Description

Enter the details of the task.

Contact IDs

Select the Contact IDs for the task.

Deal IDs

Select the Deal IDs associated with the task.

Delete a Task

Deletes a task.

Connection

Establish a connection to your Agile CRM account.

Task ID

Select the Task ID you want to delete.

Watch Events

Triggers when a calendar event occurs.

List Event

Retrieves a list of all the events.

Connection

Establish a connection to your Agile CRM account.

Limit

Enter the maximum number of the events Make should return during one scenario execution cycle.

Get an Event

Gets the details of an event.

Connection

Establish a connection to your Agile CRM account.

Event ID

Select the Event ID whose details you want to retrieve.

Add an Event

Adds a new event on the calendar.

Connection

Establish a connection to your Agile CRM account.

Title

Enter a name for the event.

Color

Select the event priority:

  • Red (High)

  • Yellow (Normal)

  • Green (Low)

Start

Enter the event start date and time.

End

Enter the date and time when the event ends.

Description

Enter the details of the event.

Owner ID

Enter the Owner ID who owns the event.

Contact IDs

Select the Contact IDs for the event.

Deal IDs

Select the Deal ID associated with the event.

Update an Event

Updates an existing event.

Connection

Establish a connection to your Agile CRM account.

Event ID

Select the Event ID whose details you want to update.

Title

Enter a name for the event.

Color

Select the event priority:

  • Red (High)

  • Yellow (Normal)

  • Green (Low)

Start

Enter the event start date and time.

End

Enter the date and time when the event ends.

Description

Enter the details of the event.

Owner ID

Enter the Owner ID who owns the event.

Contact IDs

Select the Contact IDs for the event.

Deal IDs

Select the Deal ID associated with the event.

Delete an Event

Deletes an event.

Connection

Establish a connection to your Agile CRM account.

Event ID

Select the Event ID you want to delete.

Watch Tickets

Triggers when a ticket is created or updated.

Connection

Establish a connection to your Agile CRM account.

Watch Tickets

Select the option to watch the tickets:

  • By Created Time

  • By Updated Time

  • By last customer replied time

Filter ID

Select the option to filter the tickets you want to watch:

  • New and open tickets

  • All Tickets

  • New Tickets

Limit

Enter the maximum number of the tickets Make should return during one scenario execution cycle.

List Tickets

Retrieves a list of all the tickets.

Connection

Establish a connection to your Agile CRM account.

Limit

Enter the maximum number of the tickets Make should return during one scenario execution cycle.

Get a Ticket

Gets the details of a ticket.

Connection

Establish a connection to your Agile CRM account.

Ticket ID

Select the Ticket ID whose details you want to retrieve.

Create a Ticket

Creates a new ticket.

Connection

Establish a connection to your Agile CRM account.

Requester Mail

Select the email address of the person who is requesting the information.

Subject

Enter the subject line of the ticket.

Assignee

Select the user to whom the ticket is assigned.

Priority

Select the priority of the task:

  • Low

  • High

  • Medium

Type

Select the ticket type:

  • Incident

  • Problem

  • Question

  • Task

Status

Select the ticket status:

  • Open

  • Pending

  • Closed

CC Emails

Enter the email address who should be informed about the ticket.

Messages

Enter any additional information about the ticket for the assignees.

Delete a Ticket

Deletes a ticket.

Connection

Establish a connection to your Agile CRM account.

Ticket ID

Select the Ticket ID you want to delete.

Get All Messages in a Ticket

Retrieves all messages within a specified ticket.

Connection

Establish a connection to your Agile CRM account.

Enter a Ticket ID

Select the option for the ticket:

  • Enter Manually

  • Select from the list

Filter ID

Select the option to retrieve the messages in a ticket:

  • New and open tickets

  • All Tickets

  • New Tickets

Ticket ID

Select the Ticket ID whose messages you want to retrieve.

Limit

Enter the maximum number of the tickets Make should return during one scenario execution cycle.

Add a Note

Adds a new note to a ticket contact or deal.

Connection

Establish a connection to your Agile CRM account.

Add a note

Select the option to add the note:

  • To Ticket

  • To Contacts

  • To Deals

Enter a Ticket ID

Select the option for the ticket:

  • Enter Manually

  • Select from the list

Ticekt ID

Select the Ticket ID to which you want to add the note.

Contact IDs

Select the Contact IDs to which you want to add the note.

Deal IDs

Select the Deal IDs to which you want to add the note.

Note

Enter the note text.

Note Type

Select the note type:

  • Private

  • Public

Subject

Enter the subject line of the note.

Description

Enter the note text.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Agile CRM account.

URL

Enter a path relative to https://{your_domain}.agilecrm.com/dev/api. For example: /contacts

Note

For the list of available endpoints, refer to the Agile CRM API Documentation.

Method

Select the HTTP method you want to use:

GETto retrieve information for an entry.

POSTto create a new entry.

PUTto update/replace an existing entry.

PATCHto make a partial entry update.

DELETEto delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Current User Deals

The following API call returns all the deals of the current user from their Agile CRM account:

URL:/opportunity/my/deals

Method:GET

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Matches of the search can be found in the module's Output under Bundle > Body > collection > opportunity. In our example, 3 deals were returned:

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