--- title: "Connect Agile CRM and Greenhouse - APIANT.ai" description: "When \"New contact\" fires in Agile CRM, your agent runs \"Create Candidate Note\" in Greenhouse." canonical: "https://apiant.ai/connect/agile-crm-to-greenhouse" --- # Connect Agile CRM and Greenhouse When **New contact** fires in [Agile CRM](https://apiant.ai/connections/agile-crm), your agent runs **Create Candidate Note** in [Greenhouse](https://apiant.ai/connections/greenhouse), or **Application Updated** in Greenhouse 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 Greenhouse **15** triggers Greenhouse **38** 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 Greenhouse 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 Greenhouse can do together ### From Agile CRM to Greenhouse - When **New contact** in Agile CRM then **Create Candidate Note** in Greenhouse - When **New matching contact or company** in Agile CRM then **Add Attachment to Candidate** in Greenhouse ### From Greenhouse to Agile CRM - When **Application Updated** in Greenhouse then **Add contact to campaign** in Agile CRM - When **Candidate Updated** in Greenhouse 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 Greenhouse ## Triggers and actions 25 triggers · 101 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 **Application Rejected** Triggers when an application in Greenhouse is rejected, returning the rejected application with its candidate, job, rejection reason and custom fields. - Trigger **Application Updated** Triggers when an application is created or updated in Greenhouse, including stage moves, rejections and hires. - Trigger **Candidate Hired** Triggers when a candidate's application is marked as hired in Greenhouse, delivering the hired application. - Trigger **Candidate Updated** Triggers when a candidate is created or updated in Greenhouse, returning the candidate's profile, contact details, tags and custom fields. - Trigger **Job Updated** Triggers when a job (hiring plan) is created or updated in Greenhouse. - Trigger **New Candidate** Triggers when a new candidate or prospect is added to Greenhouse. - Trigger **New Candidate Application** Triggers when a new application is submitted or added for a candidate in Greenhouse, optionally limited to specific jobs, stages, sources or statuses. - Trigger **New Job** Triggers when a new job (requisition / hiring plan) is created in Greenhouse. - Trigger **New Job Post** Triggers when a new job post (a candidate-facing listing of a job) is created in Greenhouse. - Trigger **New Note** Triggers when a new note is added to a candidate's profile in Greenhouse, including logged emails and activity entries. - Trigger **New Offer** Triggers when a new offer is created on a candidate's application in Greenhouse. - Trigger **New Scheduled Interview** Triggers when an interview on a candidate's application is scheduled on the calendar in Greenhouse. - Trigger **New Scorecard** Triggers when an interviewer submits a scorecard for a candidate's interview in Greenhouse. - Trigger **New Scorecard Due** Triggers when an interview has taken place and the interviewer's scorecard is still in draft, waiting to be submitted. - Trigger **Offer Updated** Triggers when an offer is created or updated in Greenhouse, including status changes such as accepted or rejected. - Action **Add Attachment to Candidate** Attaches a file (resume, cover letter, offer letter or other document) to a candidate's application in Greenhouse, from a public file URL or base64 file content. - Action **Add Candidate Education** Adds an education entry (school, degree, field of study and dates) to a candidate's profile in Greenhouse. - Action **Add Candidate Employment** Adds a work history entry (employer, job title and dates) to a candidate's profile in Greenhouse. Leave the end date blank to record it as the candidate's current job. - Action **Add Tag to Candidate** Applies an existing tag from your organization's tag list to a candidate. Returns the applied tag record. - Action **Convert Prospect to Candidate** Converts a prospect application into a candidate application on a job, optionally placing it on a chosen interview stage. Returns the new candidate application. - Action **Create Application** Creates a new application for an existing Greenhouse candidate, either on a job or as a prospect application. - Action **Create Candidate** Creates a new candidate in Greenhouse, either applied to a job or as a prospect, and returns the new candidate and their application. - Action **Create Candidate Note** Adds a note, logged email, or activity-feed entry to a Greenhouse candidate, optionally tied to one of their applications. - Action **Create Interview** Records an interview that is already scheduled on an external calendar against a candidate's application, at a chosen slot on the job's interview plan. It does not create a calendar event or send invites. - Action **Create Job** Creates a new job in Greenhouse from an existing template job, with the requested number of openings, department, offices and custom field values. - Action **Create Job Note** Adds a note to a job in Greenhouse, written on behalf of the user you choose and visible to job admins or to users allowed to see private job notes. - Action **Create Job Post** Creates a new job post by copying an existing job post onto a job board, optionally with a new title, description, and publication status. - Action **Create Offer** Creates an offer on an existing Greenhouse application, with an optional start date, opening and offer/compensation custom field values. - Action **Create Opening** Adds a new opening (headcount slot) to an existing Greenhouse job, optionally with your own position id and opening custom field values. - Action **Create Prospect** Creates a new prospect in Greenhouse: a candidate profile with a prospect application, optionally tied to jobs, a prospect pool, a department or an office. - Action **Delete Application** Permanently deletes a single application, along with its interview stages, scorecards and rejection details. The candidate and their other applications are kept. - Action **Delete Candidate** Permanently deletes a candidate along with all of their applications, attachments, scorecards and notes. This cannot be undone. - Action **Delete Interview** Cancels and deletes a scheduled interview in Greenhouse, along with its interviewer assignments and reminders. Only interviews that are scheduled or awaiting feedback can be deleted. - Action **Delete Note** Permanently deletes a note from a candidate's activity feed. This cannot be undone. - Action **Delete Opening** Permanently removes an opening from its job. Only closed openings with no offer and no hired application can be deleted. - Action **Find Application** Returns up to 100 job applications that match a free-text search and/or filters such as candidate, job, stage, source, department, office or hiring team. - Action **Find Candidate** Returns up to 100 candidates and prospects that match a free-text search and/or filters such as job, stage, tag, source or recruiter, plus the first match on its own. - Action **Find Due Scorecard** Finds scorecards that are still due — interview evaluations an interviewer has not yet submitted — for the applications, interviewers or interview kits you specify. - Action **Find Job** Returns up to 100 jobs matching a free-text search term and optional filters such as status, department, office, hiring team member or custom field answer. - Action **Find Offer** Finds offers extended to candidates, filtered by application, candidate, job, opening, status or date, and returns the matching offers plus the first match. - Action **Hire Application** Marks a candidate's application as hired and closes the matching opening on the job. - Action **Merge Candidates** Merges a duplicate candidate into another candidate. The primary candidate keeps its profile and absorbs the duplicate's applications, attachments, notes and tags; the duplicate is deleted. - Action **Move Application** Moves an application to a different interview stage on the same job, or transfers it to another job. Stage transition rules, including automated emails, fire as they would in Greenhouse. - Action **Reject Application** Rejects a candidate's application with a rejection reason, optionally sending the candidate a templated rejection email and setting application custom fields. - Action **Remove Tag from Candidate** Removes a tag from a candidate by deleting the applied-tag record. The tag itself stays in your Greenhouse tag list. - Action **Unreject Application** Reverses a rejection on an application, returning it to the in-process state on the stage it was rejected from. The earlier rejection reason and notes are cleared. - Action **Update Application** Updates the attribution and details of an existing Greenhouse application, such as its source, referrer, recruiter, coordinator, prospect pool and stage, and custom fields. - Action **Update Candidate** Updates an existing Greenhouse candidate's profile — name, company, title, contact details, tags, linked users and custom fields. Only the values you fill in are changed. - Action **Update Interview** Updates a scheduled interview's time, location, video conferencing link, calendar event id, organizer or interviewer panel. Changes the Greenhouse record only and sends no calendar invites. - Action **Update Job** Updates an existing Greenhouse job's name, notes, offices, department, requisition id and custom fields, and returns the updated job. - Action **Update Job Post** Updates a Greenhouse job post: change its public title, replace its description, or publish it (live) or return it to draft. - Action **Update Offer** Updates an existing offer's start date, opening, sent/created/resolved dates and offer custom fields, including compensation. Returns the updated offer. - Action **Update Opening** Updates an opening on a Greenhouse job — its external id, target start date, custom fields, or open/closed status with a close reason. ## 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) - [ **Greenhouse** Greenhouse is a hiring software company. We create the technology, know-how and support for your business'...](https://apiant.ai/connections/greenhouse) 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 Greenhouse - [ **Google Sheets to Greenhouse** Google Sheets](https://apiant.ai/connect/google-sheets-to-greenhouse) - [ **Gmail to Greenhouse** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-greenhouse) - [ **Google Calendar to Greenhouse** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-greenhouse) - [ **Google Drive to Greenhouse** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-greenhouse) - [ **ActiveCampaign to Greenhouse** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-greenhouse) - [ **Airtable to Greenhouse** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-greenhouse) Questions ## Agile CRM and Greenhouse, 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 Greenhouse when something happens in Agile CRM? Any of Greenhouse's 38 actions, including Create Application, Create Candidate, Create Candidate Note and Create Interview. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Greenhouse to Agile CRM? Yes. When something happens in Greenhouse, your agent can act in Agile CRM too. This page covers both directions: Greenhouse's triggers and Agile CRM's actions are listed here as well. ### ### Do I have to build a connector for Agile CRM or Greenhouse? 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 Greenhouse 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.