Connect Agile CRM to Hospitable

Both apps 138Agile CRM 73Hospitable 65

• 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.

• Action
  All Payouts

  Returns Airbnb payouts.

• Action
  All Transactions

  All Transactions in Hospitable.

• Action
  Cancel Manual Reservation

  Cancel a manual reservation. Only manual reservations can be cancelled through this endpoint.

• Action
  Cancel Scheduled Message

  Cancels a scheduled message so it will not be sent to the guest. The scheduled message record itself is preserved and can be restored with the restore-scheduled-message endpoint.

• Action
  Create Owner Statement Transaction

  Creates an owner-statement expense or reimbursement transaction.

• Action
  Create Task

  Creates a manual operations task on a property. Supports immediate internal teammate assignment via `teammate_uuid`. Marketplace assignment is not supported through this endpoint.

• Action
  Delete a Knowledge Hub item

  Deletes a Knowledge Hub aggregate item from a property.

• Action
  Delete a Knowledge Hub topic

  Deletes a Knowledge Hub topic and all of its aggregate items from a property.

• Action
  Delete Owner Statement Transaction

  Deletes an owner-statement expense or reimbursement transaction.

• Action
  Delete Task

  Deletes a manual operations task. Marketplace-backed tasks cannot be deleted through this endpoint.

• Action
  Get Agreement

  Returns a single rental agreement with rendered **content**, structured **fields** (guest-submitted values), and a **pdf_url** for signed agreements.

• Action
  Get Agreements

  Returns a paginated list of rental agreement **summaries** for the authenticated account, ordered by most recently created first.

• Action
  Get Alerts

  Returns a paginated list of dashboard alerts for the authenticated team. Alerts are issues that need attention — for example a disconnected channel, low smart-lock battery, failed payment, or a detect

• Action
  Get an Enrichable Shortcode by Key

  Returns the value that has been provided for the key.

• Action
  Get Business

  Returns a single Owner Statements business by UUID.

• Action
  Get Businesses

  Returns a paginated list of Owner Statements businesses for the active team.

• Action
  Get Channels

  Returns the booking-platform channels connected to the account (Airbnb, VRBO, Booking.com, Agoda, iCal, manual, direct). Use the `user_id` field as the `host` filter on the get-custom-codes endpoint.

• Action
  Get Custom Codes

  Returns the account's user-defined custom codes (`%%key%%`) used in guest messages. Filter by scoping fields to narrow.

• Action
  Get Inquiries

  > 📘 **Available includes:**

• Action
  Get Inquiry by UUID

  > 📘 **Available includes:**

• Action
  Get Opportunities

  Returns a paginated list of dashboard opportunities for the authenticated team. Opportunities are suggestions that can improve listing performance — for example enabling property protection, optimizin

• Action
  Get Owner

  Returns a single property owner by UUID, including `owner_portal_status` and `bank_account_status`.

• Action
  Get Owners

  Returns a paginated list of property owners for the active team (Owner Statements), including `owner_portal_status` and `bank_account_status`.

• Action
  Get Owner Statement

  Returns a single owner statement or invoice by UUID, including lean money totals by default (for example `total_reservation_income`, `taxes_to_manager`, `taxes_to_owner`, `total_due_to_owner`) plus `p

• Action
  Get Owner Statements

  Returns a paginated list of owner statements and invoices for the active team.

• Action
  Get Owner Statement Transaction

  Returns a single owner-statement expense transaction by UUID.

• Action
  Get Owner Statement Transactions

  Returns a paginated list of owner-statement expense and reimbursement transactions.

• Action
  Get Properties

  > 📘 **Available includes:**

• Action
  Get Property Availability Settings

  Returns availability and booking rules for a property: advance notice, rolling availability window, maximum and minimum stay, check-in/check-out day restrictions, preparation time, instant book, and r

• Action
  Get Property by UUID

  > 📘 **Available includes:**

• Action
  Get Property Calendar

  Get Property Calendar in Hospitable.

• Action
  Get Property Devices

  Returns the smart devices connected to a property: smart locks and thermostats. Filter by `device_type` to restrict to a single category.

• Action
  Get Property Images

  Get Property Images in Hospitable.

• Action
  Get Property Knowledge Hub

  Returns the Knowledge Hub for a property, including all sources, topics, and aggregate items. Aggregate items under each topic are the primary representation of knowledge for that property.

• Action
  Get Property Pricing

  Returns pricing settings saved on a property: currency, base and weekend nightly rates, fees, guests included, maximum occupancy, and security deposit configuration.

• Action
  Get Property Reviews

  Returns a paginated list of reviews that guests have left for a specific property.

• Action
  Get Property Taxes

  Returns the tax rules configured for a property: type, calculation method, rate or amount, subjects, and per-channel activation and remittance flags.

• Action
  Get Reservation

  > 📘 **Available includes**:

• Action
  Get Reservation Messages

  > **Rate Limits**: (per vendor OAuth client, or per Hospitable account if using PATs)

• Action
  Get Reservations

  > 📘 **Available includes:**

• Action
  Get Short Codes

  Returns the catalog of built-in shortcodes (`%key%`) that can be embedded in guest messages, including the events they apply to. Filter by a specific event to see the subset valid for that lifecycle s

• Action
  Get Task

  Returns a single task by UUID. `start_date` and `end_date` are ISO-8601 datetimes in the property local timezone (identified by the `timezone` field).

• Action
  Get Tasks

  Returns a paginated list of operations tasks for one or more properties, with optional filters for dates, task types, and statuses.

• Action
  Get Teammate

  Returns a single teammate by UUID.

• Action
  Get Teammates

  Returns a paginated list of internal teammates associated with the account. Use this to resolve a teammate UUID for the task create/update endpoints.

• Action
  Get Upsell Product

  Returns a single upsell product by UUID, including the same catalog fields as the list endpoint plus `can_edit_pricing_type` and a resolved `payout_method` when available.

• Action
  Get User & Billing

  Get User & Billing in Hospitable.

• Action
  List Enrichable Shortcodes

  Returns the enrichable shortcodes scoped to the client along with the values that have been provided.

• Action
  List Guest Reviews

  Returns host-of-guest review records on the account, including pending drafts you have not yet submitted, reviews you have already sent to the platform, and reviews that were cancelled. Use `status` t

• Action
  List Purchased Upsells

  Returns a paginated list of purchased upsells for the authenticated account, ordered by most recently paid first (`paid_at` descending, then id).

• Action
  List Reservation Scheduled Messages

  Returns the scheduled messages attached to a single reservation, including ones that have already been sent and ones that have been cancelled. Time fields are returned in the reservation's local timez

• Action
  List Upsell Products

  Returns a paginated list of upsell products in the authenticated account catalog (early check-in, late checkout, custom fees, trip insurance, and similar offers you configure for guests).

• Action
  Lock Smart Lock

  Sends a lock command to the smart lock and returns the refreshed device state once the provider confirms the action. The response shape matches the get-property-devices item shape.

• Action
  Mark Owner Statement As Paid

  Marks a published owner statement as paid.

• Action
  Mark Owner Statement As Unpaid

  Marks a paid owner statement as unpaid (returns it to published).

• Action
  Publish Owner Statement

  Starts an asynchronous publish for the owner statement.

• Action
  Respond to a Review

  Respond to a review received for a reservation.

• Action
  Restore Scheduled Message

  Restores a previously cancelled scheduled message so it will be sent at its existing `scheduled_for` time.

• Action
  Retrieve a Payout

  Retrieve a Payout in Hospitable.

• Action
  Retrieve a Transaction

  Retrieve a Transaction in Hospitable.

• Action
  Search Properties

  This endpoint allows you to search up to **3 years** in the future and for a max period of **90 days**.

• Action
  Send a Message for an Inquiry

  > **Rate Limits**: (per vendor OAuth client, or per Hospitable account if using PATs)

• Action
  Set an Enrichable Shortcode

  Set an Enrichable Shortcode in Hospitable.

• Action
  Unlock Smart Lock

  Sends a unlock command to the smart lock and returns the refreshed device state once the provider confirms the action. The response shape matches the get-property-devices item shape.

• Action
  Unpublish Owner Statement

  Starts an asynchronous unpublish for the owner statement.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.