Connect Agile CRM and CMS Max

Both apps 153Agile CRM 73CMS Max 80

• 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

• 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
  New Form Submission

  Triggers when a new form submission is created in CMS Max.

• Trigger
  New Order

  Triggers when a new order is created in CMS Max.

• Trigger
  New Product

  Triggers when a new product is created in CMS Max.

• Trigger
  New User

  Triggers when a new user is created in CMS Max.

• Action
  Add Variant Option

  Add a new option to a variant.

• Action
  Archive Blog Post

  Archive (soft delete) a blog.

• Action
  Archive Event

  Archive (soft delete) an event and its occurrences.

• Action
  Archive Page

  Archive (soft delete) a page.

• Action
  Archive Product

  Archive (soft delete) a product.

• Action
  Count Orders

  Get the count of all orders for the tenant.

• Action
  Count Products

  Get total count of products with optional filtering.

• Action
  Create Blog Post

  Create a new blog.

• Action
  Create Category

  Create a new category.

• Action
  Create Coupon

  Create a new coupon.

• Action
  Create Event Category

  Create an event category.

• Action
  Create Event Location

  Create an event venue.

• Action
  Create Gift Card

  Create a gift card.

• Action
  Create Page

  Create a new page.

• Action
  Create Product

  Create a new product.

• Action
  Create User

  Create a new user.

• Action
  Create Variant

  Create a new variant.

• Action
  Delete Brand

  Delete a brand (soft delete).

• Action
  Delete Category

  Delete a category (soft delete).

• Action
  Delete File

  Delete a file.

• Action
  Delete Image

  Delete an image.

• Action
  Delete Product Variation

  Delete a product variation.

• Action
  Delete Redirect

  Delete a redirect.

• Action
  Delete User

  Delete a user.

• Action
  Delete Variant

  Delete a variant.

• Action
  Delete Variant Option

  Delete a variant option.

• Action
  Get Blog Post

  Get a single blog by ID.

• Action
  Get Brand

  Get a single brand by ID.

• Action
  Get Category

  Get a single category by ID.

• Action
  Get Form

  Get a single form by ID.

• Action
  Get Form Submission

  Get a single form submission by ID.

• Action
  Get Page

  Get a single page by ID.

• Action
  Get Product

  Get a single product by ID.

• Action
  Get Product Variation

  Get a single product variation.

• Action
  Get Redirect

  Get a single redirect.

• Action
  Get User

  Get a single user.

• Action
  Get Variant

  Get a single variant by ID.

• Action
  List Blog Posts

  Get paginated list of blogs with optional filtering.

• Action
  List Brands

  Get paginated list of brands with optional filtering.

• Action
  List Categories

  Get paginated list of categories with optional filtering.

• Action
  List Event Categories

  Get paginated list of event categories.

• Action
  List Event Locations

  Get paginated list of event venues.

• Action
  List Events

  Get paginated list of events with optional filtering.

• Action
  List Forms

  Get paginated list of forms.

• Action
  List Form Submissions

  Get paginated list of form submissions.

• Action
  List Fulfillment Methods

  Get list of available fulfillment methods.

• Action
  List GTIN Types

  Get list of available GTIN types.

• Action
  List Orders

  Get paginated list of orders with optional filtering.

• Action
  List Pages

  Get paginated list of pages with optional filtering.

• Action
  List Product Option Configurations

  List a product's option configurations and their prices.

• Action
  List Products

  Get paginated list of products with optional filtering.

• Action
  List Product Variations

  List all variations for a specific product.

• Action
  List Redirects

  List redirects, newest first.

• Action
  List Users

  List all users.

• Action
  List Variants

  List all variants with their options.

• Action
  Unarchive Blog Post

  Unarchive (restore) a soft deleted blog.

• Action
  Unarchive Brand

  Unarchive (restore) a soft deleted brand.

• Action
  Unarchive Category

  Unarchive (restore) a soft deleted category.

• Action
  Unarchive Event

  Unarchive (restore) a soft deleted event.

• Action
  Unarchive Page

  Unarchive (restore) a soft deleted page.

• Action
  Unarchive Product

  Unarchive (restore) a soft deleted product.

• Action
  Update Blog Post

  Update an existing blog.

• Action
  Update Brand

  Update an existing brand.

• Action
  Update Category

  Update an existing category.

• Action
  Update Coupon

  Update a coupon, including its applicability criteria.

• Action
  Update Order Status

  Update an order's status.

• Action
  Update Page

  Update an existing page.

• Action
  Update Product Option Configuration Prices

  Change the prices of a product's option configurations.

• Action
  Update Product Variation

  Update a product variation.

• Action
  Update Redirect

  Change where a redirect points.

• Action
  Update User

  Update a user.

• Action
  Update Variant

  Update an existing variant.

• Action
  Update Variant Option

  Update a variant option.

• Action
  Upload File

  Upload a file.

• Action
  Upload Image

  Store a new image.

• Action
  Upload Image From URL

  Store a new image from a URL.

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