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Agile CRM
Mattermost

Connect Agile CRM and Mattermost

Explore ready-made Agile CRM and Mattermost templates and start automating in minutes.

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Create a custom workflow

Integrate Agile CRM with Mattermost and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Agile CRM
Trigger: Watch Companies
Mattermost
Action: Select an action
1. Select a trigger

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

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

  • Triggers when a contact is created, updated or viewed.

  • Triggers when a deal is created or updated.

  • Triggers when a calendar event occurs.

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

  • Triggers when a ticket is created or updated.

2. Select an action

  • Adds a user to a team.

  • Checks if the team exists based on a team name.

  • Creates a command for a team.

  • Creates a new user on the system.

  • Creates a post.

  • Deactivates the user by archiving its user object.

  • Deletes a command based on command id string.

  • Deletes a post.

  • Executes a command.

  • Gets channel from the provided channel id string.

  • Gets an uploaded file.

  • Gets a post.

  • Gets a public link for a file that can be accessed without logging into Mattermost.

  • Gets infomation about a team based on provided name string.

  • Gets a team stats on the system.

  • Gets a user.

  • Gets a user object by providing a username. Sensitive information will be sanitized out.

  • Gets statistics for a channel.

  • Invites users to the existing team using the user's email.

  • Partially updates a post by providing only the fields you want to update. Omitted fields will not be updated.

  • Pins a post to the channel.

  • Removes a user from a team.

  • Sends an email with a verification link to a user that has an email matching the one in the request body. This endpoint will return success even if the email does not match any users on the system.

  • Unpins a post to the channel.

  • Uploads a file.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Agile CRM and Mattermost.

Add a Contact to a Campaign
Adds a contact by email to a selected campaign.
Action
Add a Note
Adds a new note to a ticket, contact or deal.
Action
Add a User to a Team
Adds a user to a team.
Action
Add an Event
Adds a new event on the calendar.
Action
Check if the Team Exists
Checks if the team exists based on a team name.
Action
Create a Command
Creates a command for a team.
Action
Create a Company
Creates a new company.
Action
Create a Contact
Creates a new contact.
Action
Create a Deal
Creates a new deal.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.