Agile CRM entegrasyonu | Zervanor
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Agile CRM

Aynı zamanda bir ajan aracı
sales-crm

Agile 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.

polling

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.

polling

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.

GET

List Contacts

List all contacts (cursor pagination). GET /api/contacts. Polling source for new/updated contacts.

GET

Get Contact

Get a single contact by ID. GET /api/contacts/{id}.

POST

Create Contact

Create a new contact (type: PERSON). POST /api/contacts. Returns the created contact with the new id at top-level 'id'.

PUT

Update Contact Properties

Partial-update a contact's property fields (bulk). PUT /api/contacts/edit-properties.

DELETE

Delete Contact

Delete a contact by ID. DELETE /api/contacts/{id}.

GET

Search Contact by Email

Get a contact by exact email address. GET /api/contacts/search/email/{email}.

GET

Search Contact by Phone

Get a contact by phone number. GET /api/contacts/search/phonenumber/{phone}.

POST

Search Contacts by Emails

Get multiple contacts by a list of email IDs. POST /api/contacts/search/email.

POST

Add Contact Lead Score

Increment a contact's lead score by email. POST /api/contacts/add-score.

POST

Add Contact Property

Add/update a single property of a contact by email. POST /api/contacts/add/property.

POST

Add Tags by Email

Add tags to a contact identified by email. POST /api/contacts/email/tags/add.

POST

Delete Tags by Email

Remove tags from a contact identified by email. POST /api/contacts/email/tags/delete.

PUT

Update Lead Score by ID

Update a contact's lead score by ID. PUT /api/contacts/edit/lead-score.

PUT

Update Star Rating by ID

Update a contact's star rating (0-5) by ID. PUT /api/contacts/edit/add-star.

PUT

Add Tags by ID

Add tags to a contact by ID. PUT /api/contacts/edit/tags.

PUT

Delete Tags by ID

Remove tags from a contact by ID. PUT /api/contacts/delete/tags.

GET

List Contact Tasks

List tasks related to a contact. GET /api/contacts/{id}/tasks/sort.

GET

List Contact Deals

List deals related to a contact. GET /api/contacts/{id}/deals.

POST

Change Contact Owner

Reassign a contact to a different owner. POST /api/contacts/change-owner.

GET

Keyword Search

Keyword search across contacts/companies. GET /api/search.

POST

Create Company

Create a company (type: COMPANY). POST /api/contacts. Companies are stored as contacts of type COMPANY.

POST

List Companies

List all companies (cursor pagination). POST /api/contacts/companies/list.

GET

List Deals

List all deals/opportunities (cursor pagination). GET /api/opportunity. Secondary polling source.

GET

Get Deal

Get a deal by ID. GET /api/opportunity/{id}.

POST

Create Deal

Create a deal/opportunity. POST /api/opportunity.

PUT

Update Deal

Partial-update a deal. PUT /api/opportunity/partial-update.

DELETE

Delete Deal

Delete a deal by ID. DELETE /api/opportunity/{id}.

POST

Bulk Delete Deals

Bulk-delete multiple deals. POST /api/opportunity/bulk.

POST

Create Deal for Contact Email

Create a deal and relate it to a contact by email. POST /api/opportunity/email/{email}.

GET

List Deals by Milestone

List deals grouped by milestone (default track). GET /api/opportunity/byMilestone.

GET

List Deals by Pipeline

List deals grouped by milestone for a specific track. GET /api/opportunity/byPipeline/based.

GET

List Deals by Track

List deals from a specific track. GET /api/opportunity/based.

GET

List My Deals

List the current user's deals. GET /api/opportunity/my/deals.

PUT

Remove Deal Contacts

Remove related contacts from a deal. PUT /api/opportunity/partial-update/delete-contact.

POST

Create Deal Note

Create a note on a deal. POST /api/opportunity/deals/notes.

PUT

Update Deal Note

Update a note on a deal. PUT /api/opportunity/deals/notes.

GET

List Deal Notes

List notes for a deal. GET /api/opportunity/{deal_id}/notes.

POST

Bulk Delete Deal Notes

Bulk-delete deal notes. POST /api/opportunity/deals/notes/bulk.

POST

Create Note

Create a note and relate it to one or more contacts. POST /api/notes.

POST

Add Note by Email

Add a note to a contact by email. POST /api/contacts/email/note/add.

GET

List Contact Notes

List notes for a contact. GET /api/contacts/{contact_id}/notes.

DELETE

Delete Contact Note

Delete a note from a contact. DELETE /api/contacts/{contact_id}/notes/{note_id}.

POST

Bulk Delete Contact Notes

Bulk-delete contact notes. POST /api/contacts/notes/bulk.

GET

List Tasks

List all tasks. GET /api/tasks.

GET

Get Task

Get a task by ID. GET /api/tasks/{id}.

GET

List Pending Tasks

List pending tasks due within N days. GET /api/tasks/pending/{num_days}.

GET

List Tasks Filtered

List tasks filtered by type/owner/status/priority. GET /api/tasks/based.

POST

Create Task

Create a task. POST /api/tasks.

POST

Create Task for Contact Email

Create a task linked to a contact email. POST /api/tasks/email/{email}.

PUT

Update Task

Partial-update a task. PUT /api/tasks/{id}.

DELETE

Delete Task

Delete a task by ID. DELETE /api/tasks/{id}.

GET

List Events

List all events. GET /api/events.

GET

List Contact Events

List events for a contact. GET /api/contacts/{contact_id}/events.

POST

Create Event

Create an event. POST /api/events.

PUT

Update Event

Update an event. PUT /api/events/{id}.

DELETE

Delete Event

Delete an event by ID. DELETE /api/events/{id}.

GET

List Tracks

List all sales pipeline tracks. GET /api/tracks.

POST

Create Track

Create a track / pipeline. POST /api/tracks.

PUT

Update Track

Update a track. PUT /api/tracks/{id}.

DELETE

Delete Track

Delete a track by ID. DELETE /api/tracks/{id}.

GET

List Campaigns

List all campaigns. GET /api/campaigns.

POST

Enroll Campaign by Email

Enroll a contact into a campaign by email. POST /api/campaigns/enroll/email.

DELETE

Remove Workflow Subscriber

Remove a contact from an active campaign/workflow. DELETE /api/workflows/remove-active-subscriber/{workflow_id}/{contact_id}.

GET

List Tickets

List all support tickets. GET /api/helpdesk/tickets.

POST

Create Ticket

Create a ticket. POST /api/helpdesk/tickets.

DELETE

Delete Ticket

Delete a ticket by ID. DELETE /api/helpdesk/tickets/{id}.

GET

List Ticket Filters

List ticket filter IDs. GET /api/helpdesk/filters.

GET

List Ticket Messages

List messages within a ticket. GET /api/helpdesk/tickets/{ticket_id}/messages.

POST

Add Ticket Note

Add a note to a ticket. POST /api/helpdesk/tickets/{ticket_id}/notes.

GET

List Contact Call Logs

List call logs for a contact. GET /api/contacts/{contact_id}/calllogs.

GET

List Users

List account users/owners. GET /api/users.

GET

Get Current User

Get the currently authenticated user (identity / connectivity check). GET /api/users/current-user.

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.