--- title: "Connect Agile CRM and Confluence Cloud - APIANT.ai" description: "When \"New contact\" fires in Agile CRM, your agent runs \"Create Blog Post\" in Confluence Cloud." canonical: "https://apiant.ai/connect/agile-crm-to-confluence-cloud" --- # Connect Agile CRM and Confluence Cloud When **New contact** fires in [Agile CRM](https://apiant.ai/connections/agile-crm), your agent runs **Create Blog Post** in [Confluence Cloud](https://apiant.ai/connections/confluence-cloud), or **New Blog Post** in Confluence Cloud 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 Confluence Cloud **8** triggers Confluence Cloud **37** 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 Confluence Cloud 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 Confluence Cloud can do together ### From Agile CRM to Confluence Cloud - When **New contact** in Agile CRM then **Create Blog Post** in Confluence Cloud - When **New matching contact or company** in Agile CRM then **Create Footer Comment** in Confluence Cloud ### From Confluence Cloud to Agile CRM - When **New Blog Post** in Confluence Cloud then **Add contact to campaign** in Agile CRM - When **New Footer Comment** in Confluence Cloud 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 Confluence Cloud ## Triggers and actions 18 triggers ยท 100 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 Blog Post** Triggers when a new blog post is published in your Confluence site, optionally limited to specific spaces. - Trigger **New Footer Comment** Triggers when a new footer comment is added to any page, blog post or attachment on the Confluence site. - Trigger **New or Updated Page** Triggers when a page is created or edited in your Confluence site. - Trigger **New Page** Triggers when a new page is created in Confluence. - Trigger **New Page or Blog Post** Triggers when a new page or blog post is created in your Confluence site. - Trigger **New Space** Triggers when a new space is created on the selected Confluence site. - Trigger **New Task** Triggers when a new task is added to a Confluence page or blog post. - Trigger **Updated Page** Triggers when an existing Confluence page is edited (a new version is saved). - Action **Add Label to Content** Adds a label to a Confluence page, blog post or attachment and returns the content's labels. - Action **Create Blog Post** Creates a new blog post in a Confluence space, published or as a draft. - Action **Create Folder** Creates a folder in a Confluence space, optionally under a parent page or folder. - Action **Create Footer Comment** Adds a footer comment to a Confluence page, blog post, attachment or custom content, or posts a reply to an existing footer comment. - Action **Create Page** Creates a page in a Confluence space, published or as a draft, optionally under a parent page. - Action **Create Page or Blog Post** Creates a new page or blog post in a Confluence space. - Action **Create Space** Creates a new Confluence space with a name and key or alias, optionally private or from a template. - Action **Delete Attachment** Deletes an attachment, moving it to the trash, or permanently purges an attachment already in the trash. - Action **Delete Blog Post** Deletes a Confluence blog post, moving it to the trash, or permanently purges a trashed blog post or discards a draft. - Action **Delete Folder** Deletes a folder in Confluence, moving it to the space's trash. - Action **Delete Footer Comment** Permanently deletes a footer comment from a Confluence page or blog post. - Action **Delete Inline Comment** Permanently deletes an inline comment from a Confluence page or blog post. - Action **Delete Page** Deletes a Confluence page, moving it to the trash, or permanently purges a page that is already in the trash. - Action **Get Attachment** Returns a Confluence attachment's details, including its file name, media type, size, container and download link. - Action **Get Blog Post** Returns a Confluence blog post by its ID, optionally with its body content, labels, properties, likes and versions. - Action **Get Folder** Returns a Confluence folder by its ID, including its title, space, parent and version details. - Action **Get Footer Comment** Returns a footer comment on a Confluence page, blog post or attachment by its ID, including its body, status and version. - Action **Get Inline Comment** Returns an inline comment on a Confluence page or blog post, including its body, resolution status, highlighted text and version. - Action **Get Page** Returns a Confluence page by its ID, optionally with its body, labels, properties, versions and other details. - Action **Get Space** Returns a Confluence space by its ID, including its key, name, type, status, homepage and any requested extras such as labels, properties or permissions. - Action **Get Task** Returns a Confluence task by its ID, including its status, assignee, due date and the page or blog post it belongs to. - Action **List Blog Posts** Returns blog posts across the Confluence site, optionally filtered by space, ID, title or status. - Action **List Child Pages** Returns the child pages directly under a Confluence page, with each child's title, status, space and position. - Action **List Page Attachments** Returns the attachments on a Confluence page, optionally filtered by status, media type or file name. - Action **List Page Footer Comments** Returns the top-level footer comments on a Confluence page. - Action **List Page Labels** Returns the labels on a Confluence page, with each label's ID, name and prefix. - Action **List Pages** Returns pages from a Confluence site, optionally filtered by page IDs, spaces, title, status or subtype. - Action **List Spaces** Returns the Confluence spaces you can view, optionally filtered by ID, key, type, status or label. - Action **List Tasks** Returns the tasks in a Confluence site, optionally filtered by status, space, page, blog post, people and dates. - Action **Remove Label from Content** Removes a label from a Confluence page, blog post or attachment. - Action **Search Content** Searches Confluence content (pages, blog posts, attachments, comments and more) using a Confluence Query Language (CQL) query and returns the matching results. - Action **Search for Page or Blog Post** Searches a Confluence site for pages and blog posts whose title matches the words you give, optionally within one space. - Action **Update Blog Post** Updates an existing Confluence blog post's title, content or status, creating a new version. - Action **Update Footer Comment** Updates the text of an existing footer comment on a Confluence page, blog post or attachment. - Action **Update Inline Comment** Updates the text of an inline comment on a Confluence page or blog post, and can resolve or reopen it. - Action **Update Page** Updates an existing Confluence page's title, content, status, parent or owner, saving it as a new version. - Action **Upload Attachment** Uploads a file as a new attachment on a Confluence page or blog post. ## 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) - [ **Confluence Cloud** Confluence is where you create, organize and discuss work with your team.](https://apiant.ai/connections/confluence-cloud) 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 Confluence Cloud - [ **ActiveCampaign to Confluence Cloud** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-confluence-cloud) - [ **Airtable to Confluence Cloud** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-confluence-cloud) - [ **Asana to Confluence Cloud** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-confluence-cloud) - [ **ClickUp to Confluence Cloud** 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-confluence-cloud) - [ **Brevo to Confluence Cloud** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-confluence-cloud) - [ **Calendly to Confluence Cloud** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-confluence-cloud) Questions ## Agile CRM and Confluence Cloud, 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 Confluence Cloud when something happens in Agile CRM? Any of Confluence Cloud's 37 actions, including Create Blog Post, Create Folder, Create Footer Comment and Create Page. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Confluence Cloud to Agile CRM? Yes. When something happens in Confluence Cloud, your agent can act in Agile CRM too. This page covers both directions: Confluence Cloud's triggers and Agile CRM's actions are listed here as well. ### ### Do I have to build a connector for Agile CRM or Confluence Cloud? 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 Confluence Cloud 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.