Connect Agile CRM to ActiveCampaign

Both apps 176Agile CRM 73ActiveCampaign 103

• Trigger
  List all tasks

  list all tasks, surfacing new ones over time

• Trigger
  List contacts

  list contacts, surfacing new ones over time

• Trigger
  List deals

  list deals/opportunities, surfacing new ones over time

• Trigger
  List events

  list events, surfacing new ones over time

• Trigger
  List pending tasks

  list pending tasks within N days

• Trigger
  List tickets

  list help desk tickets by filter, surfacing new ones

• Trigger
  List tracks

  list deal tracks/pipelines

• Trigger
  New contact

  Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.

• Trigger
  New matching contact or company

  Triggers when a new contact or company matches your search query.

• Trigger
  New matching task

  Triggers when a new task matches your filter.

• Action
  Add contact to campaign

  enroll a contact into a campaign by email

• Action
  Add lead score by email

  add lead score to a contact by email

• Action
  Add note by contact email

  add a note to a contact by email

• Action
  Add tags by contact email

  add tags to a contact by email

• Action
  Add tags to contact

  add multiple tags to a contact by ID

• Action
  Add tag to contact

  Adds a tag to the specified contact. Spaces in the tag are replaced with underscores.

• Action
  Add ticket note

  add a note to a ticket

• Action
  Change contact owner

  change the owner of a contact

• Action
  Create company

  /contacts (type=company) — create a company record

• Action
  Create contact

  create a full contact record

• Action
  Create deal

  create a deal/opportunity

• Action
  Create deal by contact email

  create a deal for a contact by email

• Action
  Create deal note

  create a note on a deal

• Action
  Create document

  create a document

• Action
  Create event

  create an event

• Action
  Create new contact (just email)

  Creates a new contact using just the email address, then returns the new Contact ID.

• Action
  Create note

  create a note

• Action
  Create task

  create a task

• Action
  Create task by email

  create a task for a contact by email

• Action
  Create ticket

  create a help desk ticket

• Action
  Delete company

  Delete a company.

• Action
  Delete contact

  delete a contact

• Action
  Delete contact note

  delete a contact note

• Action
  Delete deal

  delete a deal

• Action
  Delete event

  delete an event

• Action
  Delete tags by contact email

  remove tags from a contact by email

• Action
  Delete task

  delete a task

• Action
  Delete ticket

  delete a help desk ticket

• Action
  Find contact

  Returns the Contact ID (and contact record) for the given email address.

• Action
  Get company by ID

  Retrieve a company by ID.

• Action
  Get contact by ID

  retrieve a contact by ID

• Action
  Get contact by phone

  look up a contact by phone

• Action
  Get contact deals

  list deals for a contact

• Action
  Get contact documents

  list documents for a contact

• Action
  Get contact events

  list events for a contact

• Action
  Get contact notes

  list notes for a contact

• Action
  Get contact tasks

  list tasks for a contact

• Action
  Get deal by ID

  retrieve a deal by ID

• Action
  Get deal notes

  list notes for a deal

• Action
  Get deals by pipeline

  list deals grouped by pipeline

• Action
  Get deals from track

  list deals filtered by track

• Action
  Get Deals Grouped by Milestone

  Returns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups.

• Action
  Get my deals

  list deals owned by the current user

• Action
  Get task by ID

  retrieve a task by ID

• Action
  Get ticket filters

  list available ticket filters

• Action
  Get ticket messages

  list notes/messages for a ticket

• Action
  List companies

  list companies

• Action
  Remove contact from deal

  remove a contact from a deal

• Action
  Remove tag from contact

  Removes a tag from the specified contact. Spaces in the tag are replaced with underscores.

• Action
  Remove tags from contact

  remove multiple tags from a contact by ID

• Action
  Search contact by email

  look up a contact by email

• Action
  Search contact by email (POST)

  look up a contact by email (POST variant)

• Action
  Search contacts by dynamic filter

  search contacts by dynamic filter

• Action
  Update company

  /contacts/edit-properties (company) — update company properties

• Action
  Update contact

  Updates the specified contact's first name, last name, and email properties.

• Action
  Update contact lead score

  update a contact's lead score

• Action
  Update contact property

  update contact properties

• Action
  Update contact star rating

  update a contact's star rating

• Action
  Update deal

  partially update a deal

• Action
  Update deal note

  Update a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive.

• Action
  Update event

  Update an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive.

• Action
  Update task

  partially update a task

• Action
  Update track

  Update a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive.

• Trigger
  Contact unsubscribed from list

  Fires instantly when a contact unsubscribes from a list. Self-registers an ActiveCampaign webhook for the 'unsubscribe' event.

• Trigger
  Deal task completed

  Fires instantly when a deal task is completed.

• Trigger
  Email opened

  Fires instantly when a contact opens an email. Self-registering ActiveCampaign webhook on the 'open' event.

• Trigger
  Link clicked in email

  Fires instantly when a contact clicks a link in an email. Self-registers an ActiveCampaign webhook for the click event.

• Trigger
  New contact

  Polling trigger. Fires when a new contact is created, newest first.

• Trigger
  New contact added to list

  Triggers when a new contact is added to a list.

• Trigger
  New deal

  Polling trigger. Fires when a new deal is created, newest first.

• Trigger
  New deal task

  Fires instantly when a new deal task is created.

• Trigger
  New list

  Polling trigger. Fires when a new list is created, newest first.

• Trigger
  New note

  Triggered when a new note is created.

• Trigger
  New or updated contact

  Polling trigger. Fires when a contact is created or updated, by most-recent update.

• Trigger
  New or updated deal

  Triggers on a new or updated deal.

• Trigger
  New or updated deal (instant)

  Triggers when a new deal is created or an existing deal is updated.

• Trigger
  New tag

  Polling trigger. Fires when a new tag is created, newest first.

• Trigger
  New task

  Triggered when a new task is created.

• Trigger
  Tag added to contact

  Triggers when a tag is added to a contact.

• Trigger
  Tag removed from contact

  Fires instantly when a tag is removed from a contact.

• Trigger
  Two-way sync new or updated contacts

  A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Two-way sync new or updated deals

  A trigger for two-way syncing new and updated deals, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Action
  Add account

  Adds a new account (organization).

• Action
  Add contact

  Adds a new contact.

• Action
  Add contact to automation

  Adds a contact to an automation by contact ID and automation ID.

• Action
  Add contact to list

  Subscribes a contact to a list (status 1) or unsubscribes (status 2) via contactLists.

• Action
  Add contact via mapped list

  Adds (upserts) a contact with mapped fields and the target list id. Ports the dev v1 subscriber_add op to the AC v3 contact/sync endpoint.

• Action
  Add custom contact object record

  Adds a record for the specified contact custom object to the specified contact.

• Action
  Add deal

  Adds a new deal.

• Action
  Add deal via mappings

  Adds a new deal, accepting pipeline and stage by name (mapped) plus standard deal fields.

• Action
  Add list

  Creates a new list.

• Action
  Add note to contact

  Adds a note to a contact.

• Action
  Add or update contact by email

  Adds a new contact, or updates the existing contact if the email already exists (sync endpoint).

• Action
  Add tag

  Creates a new tag.

• Action
  Add tag to contact

  Adds an existing tag to a contact by tag ID and contact ID.

• Action
  Add task

  Adds a new task in ActiveCampaign

• Action
  Bulk import contacts

  Import many contacts in one call with tags/list membership (POST import/bulk_import).

• Action
  Clear contact custom field value

  Clears (empties) the value of the specified custom field for the specified contact.

• Action
  Create abandoned cart

  Creates an abandoned cart record via the Deep Data e-commerce integration (ecomOrders with abandonedDate).

• Action
  Create account association

  Creates an account association with a contact ID.

• Action
  Create a deal note

  Add a note to a deal (POST deal note).

• Action
  Create a deal stage

  Creates a new deal stage in the specified pipeline.

• Action
  Create a deal stage by mapped pipeline

  Creates a new deal stage in the mapped pipeline.

• Action
  Create an ecommerce customer

  Create a Deep Data ecommerce customer linking a contact to a store (POST ecomCustomers).

• Action
  Create an ecommerce order

  Create a Deep Data ecommerce order record (POST ecomOrders).

• Action
  Create a note

  Create a free-text note attached to a CRM object (POST notes).

• Action
  Create an SMS broadcast

  Create a new SMS broadcast message to a recipient list (POST broadcast message).

• Action
  Create a pipeline

  Creates a new pipeline (deal group) in ActiveCampaign.

• Action
  Create a secondary contact

  Associate an additional contact with a deal (POST secondary contact / contactDeal).

• Action
  Create or update custom-object record

  Upsert a custom-object (schema) record (POST create or update record).

• Action
  Delete contact

  Deletes a contact by ID.

• Action
  Delete custom contact object record

  Deletes a record from the specified custom contact object.

• Action
  Delete deal

  Deletes an existing deal.

• Action
  Delete deal stage

  Deletes an existing deal stage.

• Action
  Delete list

  Deletes a list by ID.

• Action
  Delete note

  Delete a note by ID.

• Action
  Delete tag

  Deletes a tag by ID.

• Action
  Delete task

  Deletes a task by ID in ActiveCampaign

• Action
  Duplicate campaign

  Duplicates an ActiveCampaign campaign by ID

• Action
  Edit campaign

  Edits an existing campaign in ActiveCampaign

• Action
  Find account by name

  Finds an existing account by name. Returns matching accounts.

• Action
  Find contact by custom field

  Finds an existing contact by the value of a custom field. Provide the custom field's numeric ID and the value to search for.

• Action
  Find contacts by custom field

  Finds contacts by the selected custom field. May return zero, one, or multiple contact IDs. Use the "Get contact" action to fetch a contact's details.

• Action
  Find deal by title

  Finds an existing deal by title. An error occurs if a single exact match is not found.

• Action
  Find user by email

  Finds an existing user by email. An error occurs if a matching user is not found.

• Action
  Get account

  Returns account info for the specified account ID.

• Action
  Get all deal stages from specified pipeline

  Get all deal stages belonging to a pipeline, looked up by pipeline name. Returns each stage's title (Stage name) and id (Stage ID).

• Action
  Get automation

  Fetches an automation by ID. An error occurs if the automation is not found.

• Action
  Get campaign

  Retrieves a single campaign from ActiveCampaign by its ID.

• Action
  Get contact

  Get contact by ID. An error occurs if the contact is not found.

• Action
  Get contact by email

  Returns full contact details for the specified email address. An error occurs if the contact is not found.

• Action
  Get contact's deals

  Returns all deals associated with the specified contact.

• Action
  Get contact's lists

  Returns all lists the specified contact belongs to.

• Action
  Get contact's tags

  Returns all tags associated with the specified contact.

• Action
  Get deal

  Returns deal info for the specified deal ID.

• Action
  Get form

  Retrieve a single ActiveCampaign form by its ID.

• Action
  Get list

  Returns a single contact list by its id, including its name, sender information and subscriber counts.

• Action
  Get note

  Retrieve a single note by its ID.

• Action
  Get score

  Retrieve a single lead/contact scoring rule by its ID.

• Action
  Get segment

  Retrieve a single ActiveCampaign segment by ID.

• Action
  Get tag

  Fetches a tag by ID. An error occurs if the tag is not found.

• Action
  Get task

  Retrieves a task by ID from ActiveCampaign

• Action
  List all campaigns

  List email campaigns (GET campaigns).

• Action
  List all pipelines

  List deal pipelines (GET pipelines / dealGroups).

• Action
  List all scores

  List the account's lead/contact scoring rules (GET scores).

• Action
  List all stages

  List deal pipeline stages (GET stages / dealStages).

• Action
  List all tasks

  List CRM tasks (GET dealTasks).

• Action
  List automations

  Returns a paginated list of all automations.

• Action
  List contacts

  Returns a paginated list of all contacts.

• Action
  List custom contact object records

  Returns a paginated list of all records for the specified custom contact object.

• Action
  List deals

  Returns a paginated list of all deals.

• Action
  List lists

  Returns a paginated list of all contact lists.

• Action
  List tags

  Returns a paginated list of all tags.

• Action
  Move deal to another stage

  Move a deal to a different pipeline stage (PUT deal stage).

• Action
  Remove contact from automation

  Removes a contact from an automation by deleting the contact automation record.

• Action
  Remove contact from list

  Removes a contact from the specified list.

• Action
  Remove tag from contact

  Removes a tag from a contact by the contactTag association ID.

• Action
  Remove tags from contact

  Removes the provided tags (by name, comma-separated) from a contact identified by email or contact ID.

• Action
  Set automation status

  Enables or disables an automation. Set status to '1' to enable or '0' to disable.

• Action
  Set custom field value for contact

  Create or update a contact's custom field value (POST/PUT custom field value).

• Action
  Set deal currency custom field value

  Set the value for a deal's custom field of the "currency" type

• Action
  Update account

  Updates the specified account.

• Action
  Update contact

  Updates an existing contact having the specified ID.

• Action
  Update deal

  Updates an existing deal.

• Action
  Update tag

  Updates an existing tag.

• Action
  Update task

  Updates a task by ID in ActiveCampaign

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.