--- title: "Connect Agile CRM to Manatal - APIANT.ai" description: "When \"New contact\" fires in Agile CRM, your agent runs \"Create Contact\" in Manatal." canonical: "https://apiant.ai/connect/agile-crm-to-manatal" --- # Connect Agile CRM to Manatal When **New contact** fires in [Agile CRM](https://apiant.ai/connections/agile-crm), your agent runs **Create Contact** in [Manatal](https://apiant.ai/connections/manatal). Describe the whole flow and it is built, tested on every scenario and kept running. Agile CRM **10** triggers Agile CRM **63** actions Manatal **66** 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 Manatal 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 can start in Manatal - When **New contact** in Agile CRM then **Create Contact** in Manatal - When **New matching contact or company** in Agile CRM then **Create Contact Attachment** in Manatal 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 Manatal ## Triggers and actions 10 triggers · 129 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. - 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. ## 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) - [ **Manatal** Manatal is a recruitment software designed for HR, Talent Acquisition, recruiting and headhunting teams.](https://apiant.ai/connections/manatal) 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 Manatal - [ **HubSpot to Manatal** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-manatal) - [ **Salesforce to Manatal** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-manatal) - [ **Slack to Manatal** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-manatal) - [ **Google Sheets to Manatal** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-manatal) - [ **Gmail to Manatal** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-manatal) - [ **Google Calendar to Manatal** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-manatal) Questions ## Agile CRM and Manatal, 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 Manatal when something happens in Agile CRM? Any of Manatal's 66 actions, including Create a Candidate, Create a Job, Create Candidate Attachment and Create Candidate Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Manatal to Agile CRM? Manatal has no triggers in the catalog today, so automations start in Agile CRM. If you need the other direction, ask: your agent reads Manatal's API documentation and adds it. ### ### Do I have to build a connector for Agile CRM or Manatal? 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 Manatal 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.