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Agile CRM

CRM & supportCredentials form

Manage Agile CRM contacts, companies, deals, notes and tasks.

Enable Agile CRMRead the guide

15 actions

ActionEffectData handledScope
agile_crm_list_contactsLists contacts ordered by creation time, one page at a timereadPersonal data
agile_crm_search_contactsSearches contacts or companies by keyword across their default and searchable custom fieldsreadPersonal data
agile_crm_get_contactReturns one contact or company by id with its properties, tags, score and ownerreadPersonal data
agile_crm_get_contact_by_emailReturns the contact with the given email address; an empty answer means there is nonereadPersonal data
agile_crm_create_contactCreates a contact with name, email, phone, company, title, tags, score and custom fieldswritePersonal data
agile_crm_update_contact_propertiesAdds or updates properties of a contact without touching the otherswritePersonal data
agile_crm_add_contact_tagsAdds tags to a contact by id and returns the updated contactwritePersonal data
agile_crm_remove_contact_tagsRemoves tags from a contact or company by idwritePersonal data
agile_crm_delete_contactPermanently deletes a contact or company by iddestructivePersonal data
agile_crm_list_dealsLists deals, one page at a time; the last deal of a page carries the cursor for the next pagereadPersonal data
agile_crm_create_dealCreates a deal with its value, probability, milestone, close date and related contactswritePersonal data
agile_crm_update_dealUpdates the given fields of a deal by id without touching the otherswritePersonal data
agile_crm_create_noteCreates a note and relates it to one or more contactswritePersonal data
agile_crm_list_tasksLists tasks filtered by category, status or priority, optionally only pending ones or those of one ownerreadPersonal data
agile_crm_create_taskCreates a task with a subject, category, priority and due date, optionally related to contactswritePersonal data