Agile CRM
Aynı zamanda bir ajan aracıAgile CRM all-in-one CRM integration: contacts (+ properties, tags, score, notes), companies, deals/opportunities (+ milestones/tracks, notes), tasks, events, campaigns/workflows, helpdesk tickets, calls, and users. HTTP Basic auth (base64 email:apikey over HTTPS). Multi-tenant by subdomain — per-instance base URL via {config.domain} (ADR-030): https://{config.domain}.agilecrm.com/dev. No API-managed webhook and no verifiable webhook signature (agile-crm-02), so change detection is polling on list_contacts / list_deals — no webhook triggers. Document binary upload (multipart) and call-log/dynamic-filter shapes are deferred for v1 (agile-crm-07/08).
72 eylemler · 2 tetikleyiciler
Agile CRM entegrasyonu — 72 aksiyon ve 2 tetikleyici ile Agile CRM'ı otomasyonlarına bağla; her aksiyon aynı zamanda bir AI agent aracı. Örnek: List Contacts, Get Contact, Create Contact, Update Contact Properties, Delete Contact. Boş bir tuvalde uğraşmadan — bağla ve workflow'larında kullan.
Aşağıdaki her eylem, bir AI ajanının da çağırabileceği bir araçtır — aynı pack hem iş akışlarınızı hem ajanlarınızı çalıştırır.
Tetikleyiciler 2
Agile CRM üzerinde bir iş akışını başlatabilen olaylar.
New or updated contact
Polls GET /api/contacts sorted by newest; advances on the cursor token. Agile CRM has no API-managed webhook and no verifiable signature (agile-crm-02), so polling is the v1 trigger path.
New deal
Polls GET /api/opportunity sorted by newest; advances on the cursor token. Secondary change-detection source alongside list_contacts.
Eylemler 72
Zervanor'un Agile CRM üzerinde yapabilecekleri.
List Contacts
List all contacts (cursor pagination). GET /api/contacts. Polling source for new/updated contacts.
Get Contact
Get a single contact by ID. GET /api/contacts/{id}.
Create Contact
Create a new contact (type: PERSON). POST /api/contacts. Returns the created contact with the new id at top-level 'id'.
Update Contact Properties
Partial-update a contact's property fields (bulk). PUT /api/contacts/edit-properties.
Delete Contact
Delete a contact by ID. DELETE /api/contacts/{id}.
Search Contact by Email
Get a contact by exact email address. GET /api/contacts/search/email/{email}.
Search Contact by Phone
Get a contact by phone number. GET /api/contacts/search/phonenumber/{phone}.
Search Contacts by Emails
Get multiple contacts by a list of email IDs. POST /api/contacts/search/email.
Add Contact Lead Score
Increment a contact's lead score by email. POST /api/contacts/add-score.
Add Contact Property
Add/update a single property of a contact by email. POST /api/contacts/add/property.
Add Tags by Email
Add tags to a contact identified by email. POST /api/contacts/email/tags/add.
Delete Tags by Email
Remove tags from a contact identified by email. POST /api/contacts/email/tags/delete.
Update Lead Score by ID
Update a contact's lead score by ID. PUT /api/contacts/edit/lead-score.
Update Star Rating by ID
Update a contact's star rating (0-5) by ID. PUT /api/contacts/edit/add-star.
Add Tags by ID
Add tags to a contact by ID. PUT /api/contacts/edit/tags.
Delete Tags by ID
Remove tags from a contact by ID. PUT /api/contacts/delete/tags.
List Contact Tasks
List tasks related to a contact. GET /api/contacts/{id}/tasks/sort.
List Contact Deals
List deals related to a contact. GET /api/contacts/{id}/deals.
Change Contact Owner
Reassign a contact to a different owner. POST /api/contacts/change-owner.
Keyword Search
Keyword search across contacts/companies. GET /api/search.
Create Company
Create a company (type: COMPANY). POST /api/contacts. Companies are stored as contacts of type COMPANY.
List Companies
List all companies (cursor pagination). POST /api/contacts/companies/list.
List Deals
List all deals/opportunities (cursor pagination). GET /api/opportunity. Secondary polling source.
Get Deal
Get a deal by ID. GET /api/opportunity/{id}.
Create Deal
Create a deal/opportunity. POST /api/opportunity.
Update Deal
Partial-update a deal. PUT /api/opportunity/partial-update.
Delete Deal
Delete a deal by ID. DELETE /api/opportunity/{id}.
Bulk Delete Deals
Bulk-delete multiple deals. POST /api/opportunity/bulk.
Create Deal for Contact Email
Create a deal and relate it to a contact by email. POST /api/opportunity/email/{email}.
List Deals by Milestone
List deals grouped by milestone (default track). GET /api/opportunity/byMilestone.
List Deals by Pipeline
List deals grouped by milestone for a specific track. GET /api/opportunity/byPipeline/based.
List Deals by Track
List deals from a specific track. GET /api/opportunity/based.
List My Deals
List the current user's deals. GET /api/opportunity/my/deals.
Remove Deal Contacts
Remove related contacts from a deal. PUT /api/opportunity/partial-update/delete-contact.
Create Deal Note
Create a note on a deal. POST /api/opportunity/deals/notes.
Update Deal Note
Update a note on a deal. PUT /api/opportunity/deals/notes.
List Deal Notes
List notes for a deal. GET /api/opportunity/{deal_id}/notes.
Bulk Delete Deal Notes
Bulk-delete deal notes. POST /api/opportunity/deals/notes/bulk.
Create Note
Create a note and relate it to one or more contacts. POST /api/notes.
Add Note by Email
Add a note to a contact by email. POST /api/contacts/email/note/add.
List Contact Notes
List notes for a contact. GET /api/contacts/{contact_id}/notes.
Delete Contact Note
Delete a note from a contact. DELETE /api/contacts/{contact_id}/notes/{note_id}.
Bulk Delete Contact Notes
Bulk-delete contact notes. POST /api/contacts/notes/bulk.
List Tasks
List all tasks. GET /api/tasks.
Get Task
Get a task by ID. GET /api/tasks/{id}.
List Pending Tasks
List pending tasks due within N days. GET /api/tasks/pending/{num_days}.
List Tasks Filtered
List tasks filtered by type/owner/status/priority. GET /api/tasks/based.
Create Task
Create a task. POST /api/tasks.
Create Task for Contact Email
Create a task linked to a contact email. POST /api/tasks/email/{email}.
Update Task
Partial-update a task. PUT /api/tasks/{id}.
Delete Task
Delete a task by ID. DELETE /api/tasks/{id}.
List Events
List all events. GET /api/events.
List Contact Events
List events for a contact. GET /api/contacts/{contact_id}/events.
Create Event
Create an event. POST /api/events.
Update Event
Update an event. PUT /api/events/{id}.
Delete Event
Delete an event by ID. DELETE /api/events/{id}.
List Tracks
List all sales pipeline tracks. GET /api/tracks.
Create Track
Create a track / pipeline. POST /api/tracks.
Update Track
Update a track. PUT /api/tracks/{id}.
Delete Track
Delete a track by ID. DELETE /api/tracks/{id}.
List Campaigns
List all campaigns. GET /api/campaigns.
Enroll Campaign by Email
Enroll a contact into a campaign by email. POST /api/campaigns/enroll/email.
Remove Workflow Subscriber
Remove a contact from an active campaign/workflow. DELETE /api/workflows/remove-active-subscriber/{workflow_id}/{contact_id}.
List Tickets
List all support tickets. GET /api/helpdesk/tickets.
Create Ticket
Create a ticket. POST /api/helpdesk/tickets.
Delete Ticket
Delete a ticket by ID. DELETE /api/helpdesk/tickets/{id}.
List Ticket Filters
List ticket filter IDs. GET /api/helpdesk/filters.
List Ticket Messages
List messages within a ticket. GET /api/helpdesk/tickets/{ticket_id}/messages.
Add Ticket Note
Add a note to a ticket. POST /api/helpdesk/tickets/{ticket_id}/notes.
List Contact Call Logs
List call logs for a contact. GET /api/contacts/{contact_id}/calllogs.
List Users
List account users/owners. GET /api/users.
Get Current User
Get the currently authenticated user (identity / connectivity check). GET /api/users/current-user.
Aramanızla eşleşen bir şey yok.
Agile CRM kullanan Çözüm Şablonları
Agile CRM ile kendi otomasyonunu görsel tasarımcıda kur.
Sıkça sorulan sorular
Agile CRM ile neler otomatikleştirebilirim?
72 aksiyon var — örneğin: List Contacts, Get Contact, Create Contact, Update Contact Properties, Delete Contact ve daha fazlası.
Hangi Agile CRM olayları bir workflow başlatabilir?
2 tetikleyici — örneğin: New or updated contact, New deal.
Agile CRM bir AI agent aracı olarak kullanılabilir mi?
Evet. Agile CRM'ın her aksiyonu otomatik olarak bir AI agent aracına dönüşür — aynı pack hem workflow'larını hem agent'larını besler.
Agile CRM entegrasyonu nasıl modellenir?
Agile CRM sürümlü bir connector pack olarak modellenir; muhakeme gerektiren adımlar workflow'larla aynı runtime'da barınan first-party agent'lara düşer.