Connect Agile CRM to Manatal

Both apps 139Agile CRM 73Manatal 66

• 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
  Create a Candidate

  Creates a new candidate in Manatal and returns the created candidate record.

• Action
  Create a Job

  Creates a new job in Manatal, assigned to an organization.

• Action
  Create Candidate Attachment

  Adds an attachment to a candidate in Manatal from a file URL, and returns the attachment that was created.

• Action
  Create Candidate Note

  Adds a note to a candidate in Manatal and returns the created note.

• Action
  Create Candidate Resume

  Uploads a resume file to a candidate in Manatal from a file link.

• Action
  Create Candidate Social Media

  Adds a social media profile to a candidate and returns the created profile.

• Action
  Create Contact

  Creates a contact in Manatal, linked to an organization.

• Action
  Create Contact Attachment

  Adds a file attachment to a contact, using a link to the file, and returns the new attachment.

• Action
  Create Contact Note

  Adds a note to a contact in Manatal.

• Action
  Create Job Attachment

  Adds a file attachment to a job, given a link to the file, and returns the created attachment.

• Action
  Create Job Note

  Creates a note on a job in Manatal and returns the new note.

• Action
  Create Match

  Adds a candidate to a job in Manatal, creating a match between them.

• Action
  Create Match Attachment

  Adds an attachment, given by a link to the file, to a match between a candidate and a job, and returns the created attachment.

• Action
  Create Match Note

  Adds a note to a match, the link between a candidate and a job, and returns the created note.

• Action
  Create Organization

  Creates a new organization (client company) in Manatal.

• Action
  Create Organization Attachment

  Adds a file attachment, given by a link to the file, to an organization in Manatal and returns the created attachment.

• Action
  Create Organization Note

  Creates a note on an organization in Manatal.

• Action
  Get Candidate

  Returns a candidate by id, including their contact details, source, skills, tags, industries and custom field values.

• Action
  Get Candidate Attachment

  Returns one attachment on a candidate, including its name, description and file link.

• Action
  Get Candidate Note

  Returns a single note on a candidate, including its text, author and creation time.

• Action
  Get Candidate Social Media

  Returns one social media profile saved on a candidate, including its network, web address, username and enrichment state. An error occurs if the profile is not found.

• Action
  Get Contact

  Returns a contact by its id, including the organization it belongs to and its custom field values.

• Action
  Get Contact Attachment

  Returns one attachment on a contact, including its name, description and a link to the file.

• Action
  Get Contact Note

  Returns a single note on a contact, including its text, the user who wrote it and when it was created.

• Action
  Get Job

  Returns a job by its id, including its position, status, salary, location and custom field values.

• Action
  Get Job Attachment

  Returns a single attachment on a job, including its name, description and a link to the file.

• Action
  Get Job Note

  Returns a single note on a job, including its text, author and creation time. An error occurs if the note is not found.

• Action
  Get Match

  Returns a match (a candidate's link to a job) by its id, including its pipeline stage, key dates and custom field values.

• Action
  Get Match Attachment

  Returns a single attachment on a match (a candidate's application to a job), including its name, description and file link.

• Action
  Get Match Note

  Returns one note on a match, including its text, author and creation time.

• Action
  Get Organization

  Returns a single organization by its id, including its custom field values.

• Action
  Get Organization Attachment

  Returns one attachment on an organization, including its name, description and a link to the file.

• Action
  Get Organization Note

  Returns one note on an organization, including its text, author and creation time.

• Action
  Retrieve Candidate Matches List

  Returns every job match for a candidate, including each match's job, pipeline stage and key dates.

• Action
  Retrieve Job Matches List

  Returns every candidate match for a job, including each match's pipeline stage and key dates.

• Action
  Search Candidate Attachments

  Returns a candidate's attachments, optionally narrowed to those whose name contains the text you enter.

• Action
  Search Candidate Notes

  Returns a candidate's notes, optionally only those whose text contains the words you enter.

• Action
  Search Candidate Resume

  Returns the resumes on file for a candidate, each with its ID, file link and creation time.

• Action
  Search Candidate Social Media

  Returns a candidate's social media profiles, optionally limited to one social network.

• Action
  Search Contact Attachments

  Returns a contact's attachments, optionally narrowed to those whose name contains the text you enter.

• Action
  Search Contact Notes

  Returns the notes on a contact, optionally only those containing the text you specify.

• Action
  Search Contacts

  Searches your Manatal contacts by name, email, phone, organization or created/updated dates and returns the matching contacts.

• Action
  Search Job Attachments

  Returns the attachments on a job, optionally narrowed to those whose name contains the text you provide.

• Action
  Search Job Notes

  Returns the notes on a job, optionally only those whose text contains the words you specify.

• Action
  Search Jobs

  Returns the jobs that match the search criteria you provide, such as position name, organization, status, location or date ranges.

• Action
  Search Match Attachments

  Returns the attachments on a match (a candidate in a job pipeline), optionally only those whose name contains the text you give.

• Action
  Search Matches

  Returns the matches (candidates linked to jobs) in your Manatal account that meet the filters you set, such as external id, pipeline stage, or hire, submit, interview, offer, drop, create and update dates.

• Action
  Search Match Notes

  Returns the notes on a match, optionally narrowed to those containing the text you specify.

• Action
  Search Organization Attachments

  Returns the attachments on a Manatal organization, optionally narrowed to those whose name contains the text you provide.

• Action
  Search Organization Notes

  Returns the notes on a Manatal organization, optionally only those whose text contains the words you give.

• Action
  Search Organizations

  Searches organizations by name, owner, address, website, external ID or date ranges and returns the matching organizations.

• Action
  Update Candidate

  Updates an existing candidate by id, changing only the details you fill in, and returns the updated candidate.

• Action
  Update Candidate Attachment

  Updates an existing attachment on a candidate, such as its name, file link or description.

• Action
  Update Candidate Note

  Updates the text of an existing note on a candidate and returns the updated note.

• Action
  Update Contact

  Updates an existing contact in Manatal. Only the fields you fill in are changed.

• Action
  Update Contact Attachment

  Updates the name, file link, description or creator of an attachment on a contact and returns the updated attachment.

• Action
  Update Contact Note

  Updates the text of an existing note on a contact and returns the updated note.

• Action
  Update Job

  Updates an existing job in Manatal. Only the fields you fill in are changed.

• Action
  Update Job Attachment

  Updates the name, file link, description or creator of an attachment on a job, and returns the updated attachment.

• Action
  Update Job Note

  Updates the text of an existing note on a job and returns the updated note.

• Action
  Update Match

  Updates an existing match (a candidate's application to a job) in Manatal, such as its owner, pipeline stage, status or key dates.

• Action
  Update Match Attachment

  Updates the name, file link, description or creator of an attachment on a match.

• Action
  Update Match Note

  Updates the text of an existing note on a match and returns the updated note.

• Action
  Update Organization

  Updates an existing organization in Manatal, changing only the details you provide.

• Action
  Update Organization Attachment

  Updates the name, file link, description or creator of an attachment on a Manatal organization and returns the updated attachment.

• Action
  Update Organization Note

  Updates the text of an existing note on an organization in Manatal.

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