Integration
Connect Agile CRM to ConvertAPI PDF Tools
When something happens in Agile CRM, your agent does the next thing in ConvertAPI PDF Tools. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Agile CRM and ConvertAPI PDF Tools to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Agile CRM and ConvertAPI PDF Tools
Triggers and actions 10 triggers · 80 actions
Trigger
List all taskslist all tasks, surfacing new ones over time
- List contacts
list contacts, surfacing new ones over time
- List deals
list deals/opportunities, surfacing new ones over time
- List events
list events, surfacing new ones over time
- List pending tasks
list pending tasks within N days
- List tickets
list help desk tickets by filter, surfacing new ones
- List tracks
list deal tracks/pipelines
- New contact
Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.
- New matching contact or company
Triggers when a new contact or company matches your search query.
- New matching task
Triggers when a new task matches your filter.
- Add contact to campaign
enroll a contact into a campaign by email
- Add lead score by email
add lead score to a contact by email
- Add note by contact email
add a note to a contact by email
- Add tags by contact email
add tags to a contact by email
- Add tags to contact
add multiple tags to a contact by ID
- Add tag to contact
Adds a tag to the specified contact. Spaces in the tag are replaced with underscores.
- Add ticket note
add a note to a ticket
- Change contact owner
change the owner of a contact
- Create company
/contacts (type=company) — create a company record
- Create contact
create a full contact record
- Create deal
create a deal/opportunity
- Create deal by contact email
create a deal for a contact by email
- Create deal note
create a note on a deal
- Create document
create a document
- Create event
create an event
- Create new contact (just email)
Creates a new contact using just the email address, then returns the new Contact ID.
- Create note
create a note
- Create task
create a task
- Create task by email
create a task for a contact by email
- Create ticket
create a help desk ticket
- Delete company
Delete a company.
- Delete contact
delete a contact
- Delete contact note
delete a contact note
- Delete deal
delete a deal
- Delete event
delete an event
- Delete tags by contact email
remove tags from a contact by email
- Delete task
delete a task
- Delete ticket
delete a help desk ticket
- Find contact
Returns the Contact ID (and contact record) for the given email address.
- Get company by ID
Retrieve a company by ID.
- Get contact by ID
retrieve a contact by ID
- Get contact by phone
look up a contact by phone
- Get contact deals
list deals for a contact
- Get contact documents
list documents for a contact
- Get contact events
list events for a contact
- Get contact notes
list notes for a contact
- Get contact tasks
list tasks for a contact
- Get deal by ID
retrieve a deal by ID
- Get deal notes
list notes for a deal
- Get deals by pipeline
list deals grouped by pipeline
- Get deals from track
list deals filtered by track
- 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.
- Get my deals
list deals owned by the current user
- Get task by ID
retrieve a task by ID
- Get ticket filters
list available ticket filters
- Get ticket messages
list notes/messages for a ticket
- List companies
list companies
- Remove contact from deal
remove a contact from a deal
- Remove tag from contact
Removes a tag from the specified contact. Spaces in the tag are replaced with underscores.
- Remove tags from contact
remove multiple tags from a contact by ID
- Search contact by email
look up a contact by email
- Search contact by email (POST)
look up a contact by email (POST variant)
- Search contacts by dynamic filter
search contacts by dynamic filter
- Update company
/contacts/edit-properties (company) — update company properties
- Update contact
Updates the specified contact's first name, last name, and email properties.
- Update contact lead score
update a contact's lead score
- Update contact property
update contact properties
- Update contact star rating
update a contact's star rating
- Update deal
partially update a deal
- 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.
- 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.
- Update task
partially update a task
- 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.
Action
Advanced: Convert FileConvert files between formats (e.g., PDF, DOCX, JPG) automatically. Use this to standardize files from uploads, emails, or cloud storage.
- Combine or Merge PDF Files
Merge multiple PDF files into a single document. Perfect for combining reports, invoices, contracts or other documents.
- Compress PDF
Reduce PDF file size up to 90% while preserving quality. Perfect for email attachments, uploads, or storage optimization.
- Email to PDF
Convert email files (MSG, EML) into PDF documents. Great for archiving emails or sharing them in a universal format.
- Images to PDF
Combine images (JPG, PNG, etc.) into a single PDF document. Great for scans, receipts, or generating reports from images.
- Office to PDF
Convert Office files (DOCX, XLSX, PPTX) into PDF format. Useful for sharing documents in a consistent, print-ready format.
- PDF to DOCX
Convert PDFs into editable Word (DOCX) documents. Useful for editing contracts, reports, or scanned documents.
- PDF to PDF/A
Convert PDFs to PDF/A format for long-term archiving. Ideal for compliance, legal storage, and document preservation.
- PDF to PNG
The API for converting PDF documents to PNG images. Each PDF page will be converted to separate png image. Useful for previews, thumbnails, or sharing individual pages.
- PDF to PPTX
Convert PDFs into editable PowerPoint (PPTX) presentations. Ideal for reusing content in slides or presentations.
- PDF to XLSX
Extract tables from PDFs into Excel (XLSX) format. Great for working with financial data, reports, or structured tables.
- Protect PDF
Add password protection to secure PDF documents. Useful for protecting sensitive files before sharing or storing.
- Redact PDF
Remove or mask sensitive information in PDF documents. Useful for compliance, privacy, and secure document sharing.
- Repair PDF
Fix corrupted or damaged PDF files automatically. Helpful when dealing with broken downloads or failed file transfers.
- WEB to JPG
Convert web pages into JPG images from a URL. Useful for previews, sharing snapshots, or visual archives.
- WEB to PDF
Convert any web page into a PDF using its URL. Great for saving invoices, articles, or dashboards automatically.
- WEB to PNG
Convert web pages into PNG images from a URL. Ideal for high-quality screenshots or design references.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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