Connect Agile CRM and Communi App

Both apps 110Agile CRM 73Communi App 37

• 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 Announcement

  Triggered when a new announcement is created in a group.

• Trigger
  New Event

  Triggered when a new event is created in the selected group.

• Trigger
  New Job Ad

  Triggered when a new job ad is created in a group.

• Trigger
  New message

  Triggers when a new message is posted in a Communi App conversation, such as a group chat, event chat or direct message.

• Trigger
  New Offer

  Triggered when a new offer is created.

• Trigger
  New poll

  Triggers when a new poll is created in Communi App.

• Trigger
  New Quest

  Triggered when a new quest is created.

• Trigger
  New Recommendation

  Triggers when a new recommendation is created in a group, including derived kinds such as videos, prayers and parishes unless narrowed by type.

• Trigger
  New user

  Triggers when a new user appears in your CommuniApp.

• Trigger
  New Video

  Triggers when a new video is posted in a Communi App group.

• Action
  Add article

  Creates a new article (such as a book or product recommendation) in your Communi App. Returns the created article.

• Action
  Add group

  Creates a new group in your CommuniApp, such as a subgroup or badge group, and returns the created group.

• Action
  Add message

  Sends a new message to a CommuniApp conversation, such as a group, event or direct user chat, and returns the created message.

• Action
  Add poll

  Creates a poll with 2 to 12 answer options. To show it to members, embed the new poll in a chat message afterwards.

• Action
  Add tag

  Creates a new tag in your CommuniApp and returns the created tag.

• Action
  Add user

  Creates a new user in the CommuniApp community and returns the created user record.

• Action
  Create Announcement

  Creates a new announcement in your Communi app and returns the created announcement.

• Action
  Create Event

  Creates a new event in your CommuniApp community and returns the created event.

• Action
  Create Offer

  Creates a new offer in your Communi app, such as an item or service offered to the community, and returns the created offer.

• Action
  Create Quest

  Creates a new quest, a post where a community member asks for something, and returns the created quest.

• Action
  Create Recommendation

  Creates a recommendation in the community app, such as a link or resource shared with members, and returns the new record.

• Action
  Delete event

  Deletes an event by its ID.

• Action
  Delete offer

  Deletes an offer by its ID.

• Action
  Delete user

  Permanently deletes a user from the Communi App. This cannot be undone.

• Action
  Get event

  Returns a single event by its ID, including its title, description, location, dates and publishing status. An error occurs if the event is not found.

• Action
  Get offer

  Returns a single offer from your community by its ID, including its text, picture, status and publishing dates.

• Action
  Get poll

  Returns a single poll by its ID, including its title, description, answer options and publishing status. An error occurs if the poll is not found.

• Action
  Get user

  Returns a single user's profile by ID. The fields included depend on the chosen detail level and your role.

• Action
  List articles

  Returns the articles on your CommuniApp book table, optionally narrowed to recommended or official articles, a group, a status or a search term.

• Action
  List events

  Returns the events of a group, including announcements, job ads, workshops and info posts, with optional filters for status, type, text search, date and location.

• Action
  List groups

  Returns the groups you can access in Communi App, including communities, subgroups, admin groups and badge groups.

• Action
  List messages

  Returns the chat messages you have access to, optionally limited to one conversation such as a direct message, group chat or event chat.

• Action
  List offers

  Returns the offers in your Communi App, optionally narrowed to one group, a status or a search text.

• Action
  List polls

  Returns the polls you can access, optionally narrowed by group, status or search text.

• Action
  List users

  Returns the users visible to the connected account, optionally narrowed by a text search and group.

• Action
  Update event

  Updates an existing event's details, such as its title, description, time, location and publication status, and returns the updated event.

• Action
  Update offer

  Updates an existing offer in your Communi App community and returns the updated offer.

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