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Agile CRMcrm
10 available actions
What your AI agent can do in Agile CRM
Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 10 actions.
Common starting points
- Get Contact or CompanyGet one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.
- Get DealGet one deal by its numeric Agile CRM ID; return null when the deal does not exist.
- Create Contact or CompanyCreate a person contact with optional tags and scoring, or a company, with common and tenant custom properties.
- Create DealCreate a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.
- Update Contact or CompanyAdd or replace selected properties on one person contact or company without replacing properties that are not included.
- Update DealPartially update selected fields of an existing deal without replacing fields that are not supplied.
Browse all 10 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 4 actions
- Get Contact or CompanyGet one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.
- Get DealGet one deal by its numeric Agile CRM ID; return null when the deal does not exist.
- List ContactsReturn one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.
- List DealsReturn one creation-ordered page of deals, with a cursor for the next page when more deals exist.
Create & communicateCreate records or send supported messagesView 2 actions
- Create Contact or CompanyCreate a person contact with optional tags and scoring, or a company, with common and tenant custom properties.
- Create DealCreate a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.
Update & manageChange and manage existing recordsView 2 actions
- Update Contact or CompanyAdd or replace selected properties on one person contact or company without replacing properties that are not included.
- Update DealPartially update selected fields of an existing deal without replacing fields that are not supplied.
Remove & cancelRemove records or cancel supported workView 2 actions
- Delete Contact or CompanyPermanently delete one person contact or company by numeric ID.
- Delete DealPermanently delete one deal by its numeric Agile CRM ID.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Agile CRM
How does the agent connect to Agile CRM?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Agile CRM?
The page above lists the 10 actions currently available through the Agile CRM connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Agile CRM included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Agile CRM is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Agile CRM to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.