Connect Agile CRM and Hubflo

Both apps 136Agile CRM 73Hubflo 63

• 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
  Client Invited to Portal

  Triggers when a new invitation to the portal is created.

• Trigger
  Company Updated

  Triggers when a company is updated.

• Trigger
  Message Sent

  Triggers when a message is sent in a chatroom

• Trigger
  New Chatroom

  Triggers when a new chatroom is created.

• Trigger
  New Comment on a Task

  Triggers when a new comment is created on a task.

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New File Uploaded

  Triggers when a new file is uploaded.

• Trigger
  New Folder

  Triggers when a new folder is created.

• Trigger
  New Form

  Triggers when a new form is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Proposal

  Triggers when a new proposal is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Time Log

  Triggers when a new time log is created.

• Trigger
  New Workspace

  Triggers when a new workspace is created.

• Action
  Add a Participant to the Chatroom

  Add a participant to the Chatroom.

• Action
  Add Comment to a Task

  Adds a Comment to a Task.

• Action
  Add Embed to Workspace

  Adds embed to workspace

• Action
  Add Link to Workspace

  Adds link to workspace

• Action
  Add Project Section

  Add a section with tasks to a project

• Action
  Create a File for a Task

  Create a File for a Task.

• Action
  Create Company

  Creates a Company

• Action
  Create Contact

  Creates a Contact

• Action
  Create New Time Entry

  Creates a New Time Entry

• Action
  Create Note

  Creates a Note

• Action
  Create Project

  Create a Project

• Action
  Create Proposal

  Creates a proposal

• Action
  Create Task

  Creates a Task

• Action
  Create Workspace

  Creates a Workspace

• Action
  Create Workspace Folder

  Add a new folder to a workspace.

• Action
  Create Workspace Note

  Creates a Note in a Workspace

• Action
  Delete Workspace

  Deletes a workspace - Irreversible

• Action
  Edit Time Entry

  Edits a Particular Time Entry

• Action
  Find a Company

  Retrieves a Company.

• Action
  Find a Form

  Finds a Desired Form

• Action
  Find an Form Assignment

  Finds an Assignment of a Form.

• Action
  Find Chatroom

  Find chatroom from contacts.

• Action
  Find Contact

  Finds a Contact by Email

• Action
  Find Content Items

  Finds Content Items in a Organization.

• Action
  Find Project

  Returns the projects matching a name, owner, client contact or workspace.

• Action
  Find Sections of a Project

  Finds Sections of a Projects.

• Action
  Find the Form Assignments

  Finds Assignments of a Form.

• Action
  Find the Tasks

  FindsTasks or Subtasks.

• Action
  Find Workspace

  Returns the workspaces matching a title, a workspace id or a project.

• Action
  Find Workspace Folder

  Finds a Folder by Title in a Workspace

• Action
  Get Companies

  Returns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name.

• Action
  Get Contacts

  Get all your contacts

• Action
  Invite Contact to Workspace

  Invite contact to a workspace

• Action
  List Task Comments

  Lists all Comments of a Task.

• Action
  Retrieve a Comment of Task

  Retrieves a Comment of Task.

• Action
  Retrieve a Task

  Retrieves a Particular Task.

• Action
  Retrieve Chatroom Participants

  Retrieve chatroom participants

• Action
  Retrieve Members

  Retrieve members of an organization

• Action
  Retrieve Messages of a Chatroom

  Retrieves messages from a given Chatroom.

• Action
  Send Form to a Client

  Sends form to a client.

• Action
  Send Message in a Chatroom

  Sends a Message in a Chatroom.

• Action
  Update Company

  Updates a Company

• Action
  Update Contact

  Updates a Contact

• Action
  Update Embed in Workspace

  Updates embed in workspace

• Action
  Update Project

  Updates a Project

• Action
  Update Task

  Updates a Task

• Action
  Update Workspace

  Updates a workspace.

• Action
  Update Workspace Folder

  Updates a Workspace folder.

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