--- title: "Connect Agile CRM and DigitalOcean - APIANT.ai" description: "When \"New contact\" fires in Agile CRM, your agent runs \"Add Droplets to Firewall\" in DigitalOcean." canonical: "https://apiant.ai/connect/agile-crm-to-digitalocean" --- # Connect Agile CRM and DigitalOcean When **New contact** fires in [Agile CRM](https://apiant.ai/connections/agile-crm), your agent runs **Add Droplets to Firewall** in [DigitalOcean](https://apiant.ai/connections/digitalocean), or **New App** in DigitalOcean 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 DigitalOcean **8** triggers DigitalOcean **108** 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 DigitalOcean 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 DigitalOcean can do together ### From Agile CRM to DigitalOcean - When **New contact** in Agile CRM then **Add Droplets to Firewall** in DigitalOcean - When **New matching contact or company** in Agile CRM then **Add Droplets to Load Balancer** in DigitalOcean ### From DigitalOcean to Agile CRM - When **New App** in DigitalOcean then **Add contact to campaign** in Agile CRM - When **New App Deployment** in DigitalOcean 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 DigitalOcean ## Triggers and actions 18 triggers · 171 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) — 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 App** Triggers when a new App Platform app is created in your DigitalOcean account. - Trigger **New App Deployment** Triggers when a new deployment is created for the selected App Platform app. - Trigger **New Database Cluster** Triggers when a new managed database cluster is created in your DigitalOcean account. - Trigger **New Domain** Triggers when a new domain is added to your DigitalOcean account. - Trigger **New Domain Record** Triggers when a new DNS record is added to a domain in DigitalOcean. - Trigger **New Droplet** Triggers when a new Droplet is created in your DigitalOcean account, optionally limited to Droplets with a given tag, name or type. - Trigger **New Project** Triggers when a new project is created in your DigitalOcean account. - Trigger **New Volume** Triggers when a new block storage volume is created in your DigitalOcean account. - Action **Add Droplets to Firewall** Assigns one or more Droplets to an existing cloud firewall so its rules apply to them. - Action **Add Droplets to Load Balancer** Adds one or more Droplets to an existing load balancer. - Action **Add SSH Key** Adds a new SSH public key to your DigitalOcean account so it can be embedded into Droplets. - Action **Assign Reserved IP** Assigns a reserved IP address to a Droplet and returns the resulting action. - Action **Assign Resources to Project** Assigns one or more DigitalOcean resources (Droplets, domains, volumes, load balancers and more) to a project, and returns every resource now in that project. - Action **Attach Volume to Droplet** Attaches a block storage volume to a Droplet and returns the resulting volume action. - Action **Cancel App Deployment** Immediately cancels an in-progress deployment of an App Platform app and returns the cancelled deployment. - Action **Change Droplet Power Status** Turns a Droplet on or off, reboots it, power cycles it, or shuts it down gracefully. Returns the action DigitalOcean started. - Action **Create Alert Policy** Creates a monitoring alert policy that notifies by email or Slack when a Droplet, load balancer, database or autoscale pool metric crosses a threshold. - Action **Create App** Creates a new App Platform app from an app specification (services, static sites, workers, jobs, functions and databases). - Action **Create App Deployment** Starts a new deployment of a DigitalOcean App Platform app, pulling the latest changes from its source repository. - Action **Create Custom Image** Imports a Linux virtual machine image from a URL as a new custom image in DigitalOcean. - Action **Create Database** Creates a new database inside an existing DigitalOcean managed database cluster. - Action **Create Database Cluster** Creates a new managed database cluster (PostgreSQL, MySQL, MongoDB, Kafka, OpenSearch, Valkey and more), optionally restored from another cluster's backup. - Action **Create Database User** Creates a new user on a DigitalOcean managed database cluster and returns the user, including its generated password. - Action **Create Domain** Adds a new domain to your DigitalOcean DNS, optionally creating an A record for the apex domain. - Action **Create Domain Record** Creates a new DNS record (A, AAAA, CNAME, MX, TXT, NS, SRV, CAA) on a domain managed in DigitalOcean. - Action **Create Droplet** Creates a new DigitalOcean Droplet (virtual server) from an image, size and region, and returns the new Droplet. - Action **Create Firewall** Creates a cloud firewall with inbound and/or outbound access rules, optionally applied to Droplets or tags. - Action **Create Kubernetes Cluster** Creates a new DigitalOcean Kubernetes cluster with one or more worker node pools. - Action **Create Load Balancer** Creates a new load balancer in your DigitalOcean account, routing traffic to chosen Droplets or to every Droplet carrying a tag. - Action **Create Node Pool** Adds a new node pool of worker Droplets to an existing DigitalOcean Kubernetes cluster. - Action **Create Project** Creates a new project in your DigitalOcean account for organizing resources. - Action **Create Reserved IP** Creates a new reserved IP, either assigned to a Droplet or reserved to a region. - Action **Create Snapshot** Takes a snapshot of a Droplet and returns the snapshot action that was started. - Action **Create Tag** Creates a new tag in your DigitalOcean account that you can apply to Droplets, images, volumes and databases. - Action **Create Uptime Check** Creates a DigitalOcean Uptime check that monitors a URL or host from the regions you choose. - Action **Create Volume** Creates a new block storage volume in a region, optionally from a snapshot and pre-formatted. - Action **Create Volume Snapshot** Creates a snapshot of a block storage volume. - Action **Create VPC** Creates a new VPC network in a DigitalOcean region. - Action **Delete Alert Policy** Deletes a monitoring alert policy from your DigitalOcean account. - Action **Delete App** Deletes an App Platform app, permanently shutting down all of its active deployments. - Action **Delete Database Cluster** Permanently destroys a managed database cluster and all of its data. - Action **Delete Domain** Deletes a domain and its DNS records from your DigitalOcean account. - Action **Delete Domain Record** Deletes a DNS record from a domain. - Action **Delete Droplet** Deletes a Droplet by its ID. The Droplet and its data are permanently destroyed. - Action **Delete Droplets by Tag** Permanently deletes all Droplets assigned to the given tag. - Action **Delete Firewall** Deletes a cloud firewall from your DigitalOcean account. - Action **Delete Image** Deletes a snapshot or custom image from your DigitalOcean account. - Action **Delete Kubernetes Cluster** Deletes a Kubernetes cluster and all services deployed to it. - Action **Delete Load Balancer** Deletes a load balancer from your DigitalOcean account. - Action **Delete Node Pool** Deletes a node pool from a Kubernetes cluster, removing all of its nodes. - Action **Delete Project** Deletes a project. The project must have no resources assigned to it. - Action **Delete Reserved IP** Deletes a reserved IP address from your DigitalOcean account, releasing it. - Action **Delete Snapshot** Deletes a Droplet or volume snapshot. - Action **Delete SSH Key** Deletes an SSH key from your DigitalOcean account, identified by its ID or fingerprint. - Action **Delete Tag** Deletes a tag and removes it from every resource it was applied to. - Action **Delete Uptime Check** Deletes an uptime check and its associated alerts. - Action **Delete Volume** Deletes a block storage volume, destroying all of its data and removing it from your account. - Action **Detach Volume from Droplet** Detach a block storage volume from a Droplet. - Action **Get Alert Policy** Returns a single monitoring alert policy, including its metric type, threshold, window, targets and notification settings. - Action **Get App** Returns an App Platform app's configuration and status, including its active and in-progress deployments. - Action **Get App Deployment** Returns one App Platform deployment, including its phase, progress steps, components and app spec. - Action **Get Domain** Returns a domain in your DigitalOcean account, including its TTL and zone file. - Action **Get Domain Record** Returns a single DNS record of a domain, including its type, name, data and TTL. - Action **Get Droplet** Returns the details of a single Droplet by its ID, including size, region, image, networks and status. - Action **Get Firewall** Returns a cloud firewall's details, including its inbound and outbound rules and the Droplets and tags it applies to. - Action **Get Image** Returns the details of a DigitalOcean image (base OS image, snapshot, backup or custom image) by its id or slug. - Action **Get Kubernetes Cluster** Returns the details of a Kubernetes cluster, including its region, version, status, endpoint and node pools. - Action **Get Load Balancer** Returns the details of a load balancer, including its forwarding rules, health check, droplets and status. - Action **Get Node Pool** Returns a single node pool in a Kubernetes cluster, including its size, node count, autoscaling settings, labels, taints and nodes. - Action **Get Project** Returns a DigitalOcean project's details, including its name, description, purpose, environment and whether it is the default project. - Action **Get Reserved IP** Returns the details of a reserved IP address, including its region and the Droplet it is assigned to. - Action **Get Snapshot** Returns the details of a Droplet or volume snapshot, including its name, regions, size and tags. - Action **Get SSH Key** Returns an SSH key on your DigitalOcean account, looked up by its ID or fingerprint. - Action **Get Tag** Returns a tag by name, with counts of the Droplets, images, volumes, volume snapshots and databases tagged with it. - Action **Get Uptime Check** Returns the details of an existing uptime check. - Action **Get Uptime Check State** Returns the current up/down state of an uptime check in each region, plus its most recent outage. - Action **Get Volume** Returns the details of a DigitalOcean block storage volume by its ID. - Action **Get VPC** Returns the details of an existing VPC network, including its name, region, IP range and whether it is the region's default. - Action **List Alert Policies** Returns the monitoring alert policies configured on your DigitalOcean account. - Action **List Apps** Returns the App Platform apps on your DigitalOcean account, including each app's active and in-progress deployments. - Action **List Databases** Returns the databases in a DigitalOcean database cluster. - Action **List Domain Records** Returns the DNS records configured for a domain, optionally filtered by record name and type. - Action **List Domains** Returns the domains managed in your DigitalOcean account's DNS. - Action **List Droplet Backups** Returns the automatic backups that exist for a Droplet, with each backup's name, size, regions and creation time. - Action **List Droplets** Returns the Droplets in your DigitalOcean account, optionally filtered by tag, name or GPU type. - Action **List Droplet Snapshots** Returns the snapshots that have been created from a Droplet. - Action **List Firewalls** Returns all cloud firewalls on your DigitalOcean account, including their inbound and outbound rules, assigned Droplets and tags. - Action **List Images** Returns the images available on your DigitalOcean account, optionally filtered by image type, private (your own) images only, or tag. - Action **List Load Balancers** Returns the load balancers on your DigitalOcean account, with their rules, health checks, region and assigned Droplets. - Action **List Node Pools** Returns all node pools in a DigitalOcean Kubernetes cluster, including their sizes, node counts and worker nodes. - Action **List Project Resources** Returns the resources (Droplets, domains, volumes, databases and more) assigned to a DigitalOcean project. - Action **List Projects** Returns the projects in your DigitalOcean account, including the default project. - Action **List Reserved IPs** Returns the reserved IPs on your DigitalOcean account, including the region and Droplet each one is assigned to. - Action **List Tags** Returns the tags in your DigitalOcean account, with counts of the Droplets, images, volumes, snapshots and databases each one is applied to. - Action **List Uptime Checks** Returns the uptime checks on your DigitalOcean account. - Action **List Volumes** Returns the block storage volumes on your DigitalOcean account, optionally filtered by name and region. - Action **List VPCs** Returns all of the VPC networks on your DigitalOcean account. - Action **Reboot Droplet** Reboots a Droplet gracefully, like pressing the reset button, and returns the started action. - Action **Rebuild Droplet** Rebuilds a Droplet from a chosen image, keeping its IP address and ID but replacing its disk contents. - Action **Remove Droplets from Firewall** Removes one or more Droplets from a DigitalOcean cloud firewall. - Action **Remove Droplets from Load Balancer** Removes one or more Droplets from a load balancer. - Action **Resize Droplet** Resizes a Droplet to a new size plan, optionally growing its disk permanently. Returns the resize action that was started. - Action **Tag Resource** Applies an existing tag to one or more Droplets, databases, images, volumes or volume snapshots. - Action **Unassign Reserved IP** Unassigns a reserved IP address from the Droplet it is currently assigned to. - Action **Untag Resource** Removes a tag from one or more Droplets, databases, images, volumes or volume snapshots. - Action **Update Alert Policy** Replaces the settings of an existing DigitalOcean monitoring alert policy, such as its metric, threshold, targets and notification recipients. - Action **Update App** Updates an existing App Platform app by submitting a new app specification. - Action **Update Domain Record** Updates an existing DNS record on a domain, changing only the attributes you supply. - Action **Update Firewall** Replaces the configuration of an existing firewall: its name, inbound and outbound rules, Droplets and tags. Anything left out is reset to its default. - Action **Update Image** Updates the name of an image, and for custom images its description and distribution. - Action **Update Load Balancer** Updates a load balancer's settings. Any setting left out is reset to its default, so supply the full configuration. - Action **Update Node Pool** Updates a node pool in a Kubernetes cluster: rename it, change its node count, tags, labels, taints, or autoscaling limits. - Action **Update Project** Updates a DigitalOcean project's name, description, purpose, environment or default status. Only the fields you fill in are changed. - Action **Update SSH Key** Renames an existing SSH key in your DigitalOcean account and returns the updated key. - Action **Update Uptime Check** Updates the name, type, target, regions or enabled state of an existing DigitalOcean Uptime check. - Action **Update VPC** Updates the name, description, or default status of an existing VPC network. Only the values you fill in are changed. ## 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) - [ **DigitalOcean** DigitalOcean is a cloud computing platform to quickly deploy virtual machines—with your custom code, or with...](https://apiant.ai/connections/digitalocean) 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 DigitalOcean - [ **ActiveCampaign to DigitalOcean** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-digitalocean) - [ **Airtable to DigitalOcean** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-digitalocean) - [ **Asana to DigitalOcean** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-digitalocean) - [ **ClickUp to DigitalOcean** 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-digitalocean) - [ **Brevo to DigitalOcean** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-digitalocean) - [ **Calendly to DigitalOcean** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-digitalocean) Questions ## Agile CRM and DigitalOcean, 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 DigitalOcean when something happens in Agile CRM? Any of DigitalOcean's 108 actions, including Create Alert Policy, Create App, Create App Deployment and Create Custom Image. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DigitalOcean to Agile CRM? Yes. When something happens in DigitalOcean, your agent can act in Agile CRM too. This page covers both directions: DigitalOcean's triggers and Agile CRM's actions are listed here as well. ### ### Do I have to build a connector for Agile CRM or DigitalOcean? 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 DigitalOcean 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.