--- title: "Connect Agile CRM and Lokalise - APIANT.ai" description: "When \"New contact\" fires in Agile CRM, your agent runs \"Create a Task\" in Lokalise." canonical: "https://apiant.ai/connect/agile-crm-to-lokalise" --- # Connect Agile CRM and Lokalise When **New contact** fires in [Agile CRM](https://apiant.ai/connections/agile-crm), your agent runs **Create a Task** in [Lokalise](https://apiant.ai/connections/lokalise), or **Contributor Added** in Lokalise 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 Lokalise **16** triggers Lokalise **26** 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 Lokalise 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 Lokalise can do together ### From Agile CRM to Lokalise - When **New contact** in Agile CRM then **Create a Task** in Lokalise - When **New matching contact or company** in Agile CRM then **Create Comment** in Lokalise ### From Lokalise to Agile CRM - When **Contributor Added** in Lokalise then **Add contact to campaign** in Agile CRM - When **Key Added** in Lokalise 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 Lokalise ## Triggers and actions 26 triggers · 89 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 **Contributor Added** Triggers when a new contributor is added to a Lokalise project. - Trigger **Contributor Removed** Triggers when a contributor is removed from the selected Lokalise project. - Trigger **Key Added** Triggers when a new translation key is added to a Lokalise project, whether individually or in bulk (import, API or bulk action). Fires once per added key. - Trigger **Key Comment Added** Triggers when someone adds a comment to a translation key in a Lokalise project. - Trigger **Key Modified** Triggers when a translation key is modified in a Lokalise project, either individually or in bulk (renames, tag changes, file assignments, hiding). - Trigger **Key Removed** Triggers when one or more translation keys are removed from a Lokalise project, whether deleted individually, in bulk, through the API, or moved to another project. Fires once per removed key. - Trigger **Language Added** Triggers when one or more languages are added to a Lokalise project, firing once for each language added. - Trigger **Language Removed** Triggers when a language is removed from a Lokalise project. - Trigger **Poll Tasks** Triggers when a new task is created in a Lokalise project. - Trigger **Project Exported** Triggers when translation files are downloaded (exported) from a Lokalise project. - Trigger **Project Imported** Triggers when a translation file is uploaded to a Lokalise project. Fires once per uploaded file. - Trigger **Project Snapshot** Triggers when a snapshot is taken of the selected Lokalise project. - Trigger **Task Created** Triggers when a new translation or review task is created in a Lokalise project. - Trigger **Task Deleted** Triggers when a task is deleted in a Lokalise project. - Trigger **Translation Reviewed** Triggers when a translation is marked or unmarked as reviewed in a Lokalise project, individually or in bulk. - Trigger **Translation Updated** Triggers when a translation is changed in the selected Lokalise project, either one at a time or several at once through a bulk action, file upload or the API. - Action **Add Contributor** Adds a contributor to a Lokalise project, inviting them by email with the chosen languages and permissions. - Action **Add Languages** Adds one or more languages to a Lokalise project, optionally overriding each language's code, name and plural forms. - Action **Create a Key** Creates a new translation key in a Lokalise project, optionally with its translations, tags, comments and screenshots, and returns the new key. - Action **Create a Task** Creates a translation, review or automatic-translation task in a Lokalise project for the chosen keys and languages. - Action **Create Comment** Adds a comment to a translation key in a Lokalise project. - Action **Create Project** Creates a new Lokalise project in your team, optionally with its languages, base language and project type. Returns the created project. - Action **Create Snapshot** Creates a snapshot of a Lokalise project, saving its current state so it can be restored later. - Action **Delete a Key** Deletes a key, with its translations, from a Lokalise project. - Action **Delete a Language** Removes a language from a Lokalise project. - Action **Delete a Task** Deletes a task from a Lokalise project. - Action **Download Files** Exports a Lokalise project's translation files as a.zip bundle and returns the download URL of the bundle. - Action **List All Orders** Returns all translation orders placed under a Lokalise team. - Action **List All Tasks** Returns the tasks in a Lokalise project, optionally filtered by title or status. - Action **List All Translations** Returns the translation items of a Lokalise project (one row per key and language), optionally filtered by language, review status, QA issues or task. - Action **List Project Languages** Returns the languages set up in a Lokalise project, with each language's code, name, direction and plural forms. - Action **List Snapshots** Returns the snapshots saved for a Lokalise project, with each snapshot's title and creation details. - Action **Remove Contributor** Removes a contributor from a Lokalise project. - Action **Retrieve a Comment** Returns a single comment left on a key in a Lokalise project, including its text, author and when it was added. - Action **Retrieve a Contributor** Returns a contributor of a Lokalise project, including their email, name, role flags, languages and permissions. - Action **Retrieve a Key** Returns one translation key from a Lokalise project, including its names, description, platforms, tags, comments, screenshots and translations. - Action **Retrieve a Task** Returns a Lokalise task, including its status, progress, due date and the languages and assignees it covers. - Action **Retrieve Project** Returns a Lokalise project's details, including its name, type, base language, settings and translation statistics. - Action **Update a Key** Updates an existing key in a Lokalise project, such as its name, description, platforms, tags or flags, and returns the updated key. - Action **Update a Translation** Updates the text and review flags of a translation in a Lokalise project. - Action **Update Language** Updates a language in a Lokalise project, changing its code, name or plural forms. - Action **Upload File** Uploads a localization file to a Lokalise project and queues it for import. Returns the queued import process so you can follow its status. ## 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) - [ **Lokalise** Lokalise is a translation management tool that lets you structure and automate workflows while encouraging...](https://apiant.ai/connections/lokalise) 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 Lokalise - [ **HubSpot to Lokalise** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lokalise) - [ **Google Sheets to Lokalise** Google Sheets](https://apiant.ai/connect/google-sheets-to-lokalise) - [ **Gmail to Lokalise** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lokalise) - [ **Google Calendar to Lokalise** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lokalise) - [ **Google Drive to Lokalise** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-lokalise) - [ **ActiveCampaign to Lokalise** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-lokalise) Questions ## Agile CRM and Lokalise, 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 Lokalise when something happens in Agile CRM? Any of Lokalise's 26 actions, including Create a Key, Create a Task, Create Comment and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lokalise to Agile CRM? Yes. When something happens in Lokalise, your agent can act in Agile CRM too. This page covers both directions: Lokalise's triggers and Agile CRM's actions are listed here as well. ### ### Do I have to build a connector for Agile CRM or Lokalise? 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 Lokalise 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.