--- title: "Connect Agile CRM and Google Tasks - APIANT.ai" description: "When \"New contact\" fires in Agile CRM, your agent runs \"Create Task List\" in Google Tasks." canonical: "https://apiant.ai/connect/agile-crm-to-google-tasks" --- # Connect Agile CRM and Google Tasks When **New contact** fires in [Agile CRM](https://apiant.ai/connections/agile-crm), your agent runs **Create Task List** in [Google Tasks](https://apiant.ai/connections/google-tasks), or **New Task Created** in Google Tasks 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 Google Tasks **5** triggers Google Tasks **16** 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 Google Tasks 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 Google Tasks can do together ### From Agile CRM to Google Tasks - When **New contact** in Agile CRM then **Create Task List** in Google Tasks - When **New matching contact or company** in Agile CRM then **Update Task** in Google Tasks ### From Google Tasks to Agile CRM - When **New Task Created** in Google Tasks then **Add contact to campaign** in Agile CRM - When **New Task List Created** in Google Tasks 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 Google Tasks ## Triggers and actions 15 triggers · 79 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 Task Created** Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks. - Trigger **New Task List Created** Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected. - Trigger **Task Details Changed** Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified. - Trigger **Task List Changed** Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected. - Trigger **Task Updated** Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified. - Action **Batch Execute** Executes multiple Google Tasks API operations in a single HTTP batch request and returns structured per-item results. Use this to reduce LLM tool invocations when performing bulk operations like updating many tasks, moving tasks, or deleting multiple items. Note: Each sub-request still counts toward API quota; batching primarily reduces HTTP overhead and tool call count. - Action **Clear Tasks** Permanently clears all completed tasks from a specified google tasks list; this action is destructive and idempotent. - Action **Create Task List** Creates a new task list with the specified title. - Action **Delete Task** Deletes a specified task from a given task list in google tasks. - Action **Delete Task List** Permanently deletes an existing google task list, identified by `tasklist id`, along with all its tasks; this operation is irreversible. - Action **Get Task** Use to retrieve a specific google task if its `task id` and parent `tasklist id` are known. - Action **Get Task List** Retrieves a specific task list from the user's google tasks if the `tasklist id` exists for the authenticated user. - Action **Insert Task** Creates a new task in a given `tasklist id`, optionally as a subtask of an existing `task parent` or positioned after an existing `task previous` sibling, where both `task parent` and `task previous` must belong to the same `tasklist id` if specified. - Action **List Task Lists** Fetches the authenticated user's task lists from google tasks; results may be paginated. - Action **List Tasks** Retrieves tasks from a google tasks list; all date/time strings must be rfc3339 utc, and `showcompleted` must be true if `completedmin` or `completedmax` are specified. - Action **Move Task** Moves the specified task to another position in the destination task list. - Action **Patch Task** Partially updates an existing task (identified by `task id`) within a specific google task list (identified by `tasklist id`), modifying only the provided attributes from `taskinput` (e.g., `title`, `notes`, `due` date, `status`) and requiring both the task and list to exist. - Action **Patch Task List** Updates the title of an existing google tasks task list. - Action **Update Task** Updates the specified task. - Action **Update Task Full** Tool to fully replace an existing Google Task using PUT method. Use when you need to update the entire task resource, not just specific fields. This method requires all required fields (id, title) and replaces the complete task, unlike PATCH which supports partial updates. - Action **Update Task List** Updates the authenticated user's specified task list. ## 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) - [ **Google Tasks** Google Tasks provides a simple to-do list and task management system integrated into Gmail and Google...](https://apiant.ai/connections/google-tasks) 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 Google Tasks - [ **Every.org to Google Tasks** Every.org is a nonprofit that simplifies modern fundraising for charitable organizations of all sizes.](https://apiant.ai/connect/every-org-to-google-tasks) - [ **Slack to Google Tasks** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-google-tasks) - [ **Google Sheets to Google Tasks** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-google-tasks) - [ **Gmail to Google Tasks** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-google-tasks) - [ **Google Drive to Google Tasks** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-google-tasks) - [ **Pipedrive to Google Tasks** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-google-tasks) Questions ## Agile CRM and Google Tasks, 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 Google Tasks when something happens in Agile CRM? Any of Google Tasks's 16 actions, including Create Task List, Update Task, Update Task Full and Update Task List. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Google Tasks to Agile CRM? Yes. When something happens in Google Tasks, your agent can act in Agile CRM too. This page covers both directions: Google Tasks's triggers and Agile CRM's actions are listed here as well. ### ### Do I have to build a connector for Agile CRM or Google Tasks? 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 Google Tasks 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.