--- title: "Connect Agile CRM and Communi App - APIANT.ai" description: "When \"New contact\" fires in Agile CRM, your agent runs \"Add message\" in Communi App." canonical: "https://apiant.ai/connect/agile-crm-to-communi-app" --- # Connect Agile CRM and Communi App When **New contact** fires in [Agile CRM](https://apiant.ai/connections/agile-crm), your agent runs **Add message** in [Communi App](https://apiant.ai/connections/communi-app), or **New Announcement** in Communi App to **Add contact to campaign** in Agile CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Agile CRM **10** triggers Agile CRM **63** actions Communi App **10** triggers Communi App **27** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Agile CRM and Communi App to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Agile CRM and Communi App can do together ### From Agile CRM to Communi App - When **New contact** in Agile CRM then **Add message** in Communi App - When **New matching contact or company** in Agile CRM then **Add user** in Communi App ### From Communi App to Agile CRM - When **New Announcement** in Communi App then **Add contact to campaign** in Agile CRM - When **New Event** in Communi App then **Add lead score by email** in Agile CRM Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Agile CRM and Communi App ## Triggers and actions 20 triggers ยท 90 actions - 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) โ€” 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 โ€” 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) โ€” 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. ## Each app on its own - [ **Agile CRM** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connections/agile-crm) - [ **Communi App** Communi is an app for all communities are looking for ways to better connect and integrate new people.](https://apiant.ai/connections/communi-app) Reviews ## What our customers say ## More from Agile CRM - [ **Agile CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agile-crm-to-salesforce) - [ **Agile CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/agile-crm-to-mailchimp) - [ **Agile CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/agile-crm-to-stripe) - [ **Agile CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/agile-crm-to-shopify) - [ **Agile CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/agile-crm-to-pipedrive) - [ **Agile CRM to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/agile-crm-to-trello) ## More into Communi App - [ **ActiveCampaign to Communi App** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-communi-app) - [ **Airtable to Communi App** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-communi-app) - [ **Asana to Communi App** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-communi-app) - [ **ClickUp to Communi App** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-communi-app) - [ **Brevo to Communi App** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-communi-app) - [ **Calendly to Communi App** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-communi-app) Questions ## Agile CRM and Communi App, answered ### ### What can start an automation from Agile CRM? Any of Agile CRM's 10 triggers in the catalog, including New contact, New matching contact or company, New matching task and List all tasks. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Communi App when something happens in Agile CRM? Any of Communi App's 27 actions, including Create Announcement, Create Event, Create Offer and Create Quest. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Communi App to Agile CRM? Yes. When something happens in Communi App, your agent can act in Agile CRM too. This page covers both directions: Communi App's triggers and Agile CRM's actions are listed here as well. ### ### Do I have to build a connector for Agile CRM or Communi App? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Agile CRM and Communi App without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.