Components
Agile CRM
All-in-One CRM. Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging.
Categories: CRM
Type: agileCrm/v1
Connections
Version: 1
Basic Authentication
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
domain | Domain | STRING | https://DOMAIN.agilecrm.com | true |
username | STRING | Email address of Agile CRM account. | true | |
password | REST API Key | STRING | Can be found in Admin settings -> Developers & API -> REST API Key. | true |
Actions
Create Contact
Name: createContact
Creates a new contact.
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
first_name | First Name | STRING | The first name of the contact. | true |
last_name | Last Name | STRING | The last name of the contact. | false |
STRING | Email of the contact. | true | ||
address | Address | STRING | The address of the contact. | false |
city | City | STRING | The city where the contact lives. | false |
state | State | STRING | The state where the contact lives. | false |
zip_code | Zip Code | STRING | The zip code of the contact. | false |
country | Country | STRING | The country where the contact lives. | false |
website | Website | STRING | The website of the contact. | false |
phone | Phone | STRING | The phone number of the contact. | false |
company | Company | STRING | The company where the contact works. | false |
tags | Tags | ARRAY Items[STRING($tag)] | Tags of the contact. | false |
Example JSON Structure
{
"label" : "Create Contact",
"name" : "createContact",
"parameters" : {
"first_name" : "",
"last_name" : "",
"email" : "",
"address" : "",
"city" : "",
"state" : "",
"zip_code" : "",
"country" : "",
"website" : "",
"phone" : "",
"company" : "",
"tags" : [ "" ]
},
"type" : "agileCrm/v1/createContact"
}
Output
Type: OBJECT
Properties
Name | Type | Description |
---|---|---|
id | NUMBER | The id of the contact. |
type | STRING | The type of the contact. |
created_time | INTEGER | The time the contact was created. |
updated_time | INTEGER | The time the contact was updated. |
last_contacted | INTEGER | The time the contact was last contacted. |
last_emailed | INTEGER | The time the contact was last emailed. |
last_campaign_emailed | INTEGER | The time the contact was last emailed about the campaign. |
last_called | INTEGER | The time the contact was last called. |
viewed_time | INTEGER | The time the contact was last viewed. |
viewed | OBJECT Properties{INTEGER(viewed_time)} | |
star_value | INTEGER | The star value of the contact. |
lead_score | INTEGER | The lead score of the contact. |
klout_score | STRING | The klout score of the contact. |
tags | ARRAY Items[STRING] | Tags of the contact. |
tagsWithTime | ARRAY Items[{STRING(tag), NUMBER(createdTime), INTEGER(availableCount), STRING(entity_type)}] | |
properties | ARRAY Items[{STRING(type), STRING(name), STRING(value)}] | Properties of the contact. |
campaignStatus | ARRAY Items[] | The status of the campaign. |
entity_type | STRING | The entity type. |
source | STRING | The source that created the contact. |
contact_company_id | STRING | The company ID of the contact. |
unsubscribeStatus | ARRAY Items[] | |
emailBounceStatus | ARRAY Items[] | |
formId | INTEGER | The form ID of the contact. |
browserId | ARRAY Items[] | The browser ID of the contact. |
lead_source_id | INTEGER | The lead source ID of the contact. |
lead_status_id | INTEGER | The lead status ID of the contact. |
is_lead_converted | BOOLEAN Optionstrue, false | Whether the lead converted the contact. |
lead_converted_time | INTEGER | The time when the lead converted the contact. |
is_duplicate_existed | BOOLEAN Optionstrue, false | Whether the duplicate of the contact exists . |
trashed_time | INTEGER | The time when the contact was trashed. |
restored_time | INTEGER | The time when the contact was restored. |
is_duplicate_verification_failed | BOOLEAN Optionstrue, false | Whether the duplicate of the contact verification failed. |
is_client_import | BOOLEAN Optionstrue, false | Whether the contact was imported. |
concurrent_save_allowed | BOOLEAN Optionstrue, false | Whether the contact was saved as concurrent. |
owner | OBJECT Properties{NUMBER(id), STRING(domain), STRING(email), STRING(phone), STRING(name), STRING(pic), STRING(schedule_id), STRING(calendar_url), STRING(calendarURL)} | The owner of the contact. |
Output Example
{
"id" : 0.0,
"type" : "",
"created_time" : 1,
"updated_time" : 1,
"last_contacted" : 1,
"last_emailed" : 1,
"last_campaign_emailed" : 1,
"last_called" : 1,
"viewed_time" : 1,
"viewed" : {
"viewed_time" : 1
},
"star_value" : 1,
"lead_score" : 1,
"klout_score" : "",
"tags" : [ "" ],
"tagsWithTime" : [ {
"tag" : "",
"createdTime" : 0.0,
"availableCount" : 1,
"entity_type" : ""
} ],
"properties" : [ {
"type" : "",
"name" : "",
"value" : ""
} ],
"campaignStatus" : [ ],
"entity_type" : "",
"source" : "",
"contact_company_id" : "",
"unsubscribeStatus" : [ ],
"emailBounceStatus" : [ ],
"formId" : 1,
"browserId" : [ ],
"lead_source_id" : 1,
"lead_status_id" : 1,
"is_lead_converted" : false,
"lead_converted_time" : 1,
"is_duplicate_existed" : false,
"trashed_time" : 1,
"restored_time" : 1,
"is_duplicate_verification_failed" : false,
"is_client_import" : false,
"concurrent_save_allowed" : false,
"owner" : {
"id" : 0.0,
"domain" : "",
"email" : "",
"phone" : "",
"name" : "",
"pic" : "",
"schedule_id" : "",
"calendar_url" : "",
"calendarURL" : ""
}
}
Create Deal
Name: crateDeal
Creates a new deal.
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
name | Name | STRING | Name of the deal. | true |
description | Description | STRING | Brief description about deal. | false |
expected_value | Expected Value | NUMBER | Estimated value of a deal. | true |
pipeline_id | Pipeline ID | NUMBER | ID of the pipeline that the deal follows. | true |
milestone | Milestone | STRING Depends Onpipeline_id | Milestone the deal is currently at. | true |
probability | Probability | INTEGER | Should be ranging between 0-100. | true |
owner_id | Owner ID | STRING | ID of the owner of the deal. | true |
Example JSON Structure
{
"label" : "Create Deal",
"name" : "crateDeal",
"parameters" : {
"name" : "",
"description" : "",
"expected_value" : 0.0,
"pipeline_id" : 0.0,
"milestone" : "",
"probability" : 1,
"owner_id" : ""
},
"type" : "agileCrm/v1/crateDeal"
}
Output
Type: OBJECT
Properties
Name | Type | Description |
---|---|---|
colorName | STRING | Color of the deal in display. |
id | NUMBER | ID of the deal. |
apply_discount | BOOLEAN Optionstrue, false | Whether the discount is applied. |
discount_value | NUMBER | The discount value of the deal. |
discount_amt | NUMBER | The discount amount of the deal. |
discount_type | STRING | The discount type of the deal. |
name | STRING | The name of the deal. |
contact_ids | ARRAY Items[] | The contacts that are part of the deal. |
custom_data | ARRAY Items[] | Custom data of the deal. |
products | ARRAY Items[] | The products that are part of the deal. |
description | STRING | The description of the deal. |
expected_value | NUMBER | The expected value of the deal. |
milestone | STRING | The milestone of the deal. |
probability | NUMBER | The probability of the deal being won. |
owner_id | STRING | The ID of the owner of the deal. |
created_time | INTEGER | The time when the deal was created. |
milestone_changed_time | INTEGER | The time when the deal milestone was changed. |
entity_type | STRING | The entity type. |
notes | ARRAY Items[] | The notes of the deal. |
notes_ids | ARRAY Items[] | The notes ID. |
note_created_time | INTEGER | The time when the deal note was created. |
pipeline_id | NUMBER | The ID of the pipeline. |
archived | BOOLEAN Optionstrue, false | Whether the deal is archived. |
won_date | INTEGER | The date when the deal was won. |
lost_reason_id | INTEGER | The ID of the lost reason. |
deal_source_id | INTEGER | The ID of the deal source. |
total_deal_value | NUMBER | The total value of the deal. |
updated_time | INTEGER | The time when the deal was updated. |
isCurrencyUpdateRequired | BOOLEAN Optionstrue, false | Whether the deal currency requires updating. |
currency_conversion_value | NUMBER | The currency conversion value. |
tags | ARRAY Items[STRING] | Tags of the deal. |
tagsWithTime | ARRAY Items[] | Tags with time of the deal. |
owner | ARRAY Items[{NUMBER(id), STRING(domain), STRING(email), STRING(phone), STRING(name), STRING(pic), STRING(schedule_id), STRING(calendar_url), STRING(calendarURL)}] | The owner of the deal. |
contacts | ARRAY Items[] | Contacts of the deal. |
Output Example
{
"colorName" : "",
"id" : 0.0,
"apply_discount" : false,
"discount_value" : 0.0,
"discount_amt" : 0.0,
"discount_type" : "",
"name" : "",
"contact_ids" : [ ],
"custom_data" : [ ],
"products" : [ ],
"description" : "",
"expected_value" : 0.0,
"milestone" : "",
"probability" : 0.0,
"owner_id" : "",
"created_time" : 1,
"milestone_changed_time" : 1,
"entity_type" : "",
"notes" : [ ],
"notes_ids" : [ ],
"note_created_time" : 1,
"pipeline_id" : 0.0,
"archived" : false,
"won_date" : 1,
"lost_reason_id" : 1,
"deal_source_id" : 1,
"total_deal_value" : 0.0,
"updated_time" : 1,
"isCurrencyUpdateRequired" : false,
"currency_conversion_value" : 0.0,
"tags" : [ "" ],
"tagsWithTime" : [ ],
"owner" : [ {
"id" : 0.0,
"domain" : "",
"email" : "",
"phone" : "",
"name" : "",
"pic" : "",
"schedule_id" : "",
"calendar_url" : "",
"calendarURL" : ""
} ],
"contacts" : [ ]
}
Create Task
Name: createTask
Creates a new task.
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
subject | Subject | STRING | The subject of the task. | true |
type | Task Type | STRING OptionsCALL, EMAIL, FOLLOW_UP, MEETING, MILESTONE, SEND, TWEET, OTHER | The type of the task. | true |
priority_type | Priority | STRING OptionsHIGH, NORMAL, LOW | The priority of the task. | true |
due | Due Date | DATE_TIME | The due date of the task. | true |
Example JSON Structure
{
"label" : "Create Task",
"name" : "createTask",
"parameters" : {
"subject" : "",
"type" : "",
"priority_type" : "",
"due" : "2021-01-01T00:00:00"
},
"type" : "agileCrm/v1/createTask"
}
Output
Type: OBJECT
Properties
Name | Type | Description |
---|---|---|
id | NUMBER | The ID of the task. |
type | STRING | The type of the task. |
priority_type | STRING | The priority of the task. |
due | INTEGER | The due date of the task. |
task_completed_time | INTEGER | The time when task was completed. |
task_start_time | INTEGER | The time when task was started. |
created_time | INTEGER | The time when task was created. |
is_complete | BOOLEAN Optionstrue, false | Whether the task is completed. |
contacts | ARRAY Items[{NUMBER(id), STRING(type), INTEGER(created_time), INTEGER(updated_time)}] | Contacts that are connected to the task. |
subject | STRING | The subject of the task. |
entity_type | STRING | The entity type. |
notes | ARRAY Items[] | Notes of the task. |
note_ids | ARRAY Items[] | Notes ID. |
progress | INTEGER | The progress of the task. |
status | STRING | The status of the task. |
deal_ids | ARRAY Items[] | IDs of the deals that are connected to the task. |
taskOwner | OBJECT Properties{NUMBER(id), STRING(domain), STRING(email), STRING(phone), STRING(name), STRING(pic), STRING(schedule_id), STRING(calendar_url), STRING(calendarURL)} | Owner of the task. |
Output Example
{
"id" : 0.0,
"type" : "",
"priority_type" : "",
"due" : 1,
"task_completed_time" : 1,
"task_start_time" : 1,
"created_time" : 1,
"is_complete" : false,
"contacts" : [ {
"id" : 0.0,
"type" : "",
"created_time" : 1,
"updated_time" : 1
} ],
"subject" : "",
"entity_type" : "",
"notes" : [ ],
"note_ids" : [ ],
"progress" : 1,
"status" : "",
"deal_ids" : [ ],
"taskOwner" : {
"id" : 0.0,
"domain" : "",
"email" : "",
"phone" : "",
"name" : "",
"pic" : "",
"schedule_id" : "",
"calendar_url" : "",
"calendarURL" : ""
}
}
Affinity
Affinity is a customer relationship management (CRM) platform that leverages relationship intelligence to help businesses strengthen connections and drive engagement with client and prospects.
Aha!
Aha! is a comprehensive product management software platform that helps teams set strategy, capture ideas, and plan, prioritize, and track work to build products customers love.