Connect Agile CRM to Neon Postgres

Both apps 102Agile CRM 73Neon Postgres 29

• 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
  Add branch

  Create a new branch in a Neon project.

• Action
  Add compute endpoint

  Creates a compute endpoint (a Neon compute instance) on a branch of a Neon project. A branch can have one read-write endpoint and multiple read-only endpoints.

• Action
  Add database

  Creates a new Postgres database in a Neon project branch, owned by an existing role.

• Action
  Add project

  Creates a new Neon Postgres project with its default branch, database, role and compute, and returns the project along with its connection details.

• Action
  Add role

  Creates a Postgres role in the specified Neon project branch. Connections to the branch's active compute are dropped while the change applies.

• Action
  Delete branch

  Delete a branch by project_id and branch_id.

• Action
  Delete compute endpoint

  Deletes a compute endpoint from a Neon project. Existing connections to the compute are dropped. If the compute does not exist or was already deleted, the step still succeeds with an empty result.

• Action
  Delete database

  Deletes the specified database from a branch of a Neon project.

• Action
  Delete project

  Deletes a Neon project and all its branches, compute endpoints, databases and roles. The project can be recovered within 7 days.

• Action
  Delete role

  Deletes the specified Postgres role from a Neon branch.

• Action
  Get branch

  Retrieves details of a branch in a Neon project.

• Action
  Get compute endpoint

  Retrieve details about a compute endpoint.

• Action
  Get connection URI

  Retrieve a Postgres connection URI for a database/role/branch/endpoint combination.

• Action
  Get database

  Retrieves details of a database on a Neon project branch.

• Action
  Get project

  Retrieves the details of a Neon project, including its settings, compute configuration, history retention, owner and current usage metrics.

• Action
  Get role

  Retrieves details about a Postgres role (user) on a Neon branch.

• Action
  Get role password

  Retrieves the password for a Postgres role on a Neon branch.

• Action
  List branches

  Retrieve a list of branches for a Neon project.

• Action
  List compute endpoints

  Lists the compute endpoints (Neon compute instances) in a project.

• Action
  List databases

  Lists the databases on a branch of a Neon project.

• Action
  List operations

  Lists the operations (asynchronous actions such as starting a compute or creating a branch) Neon performed on a project. Operations older than 6 months may no longer be available.

• Action
  List projects

  Lists the Neon projects accessible to the connected account, optionally filtered by name/ID or organization.

• Action
  List roles

  Lists the Postgres roles on a Neon project branch.

• Action
  Start compute endpoint

  Start (resume) a suspended compute endpoint.

• Action
  Suspend compute endpoint

  Suspends the specified Neon compute endpoint (scales it to zero).

• Action
  Update branch

  Update a branch's properties (e.g. name, protected) by project_id and branch_id.

• Action
  Update compute endpoint

  Updates an existing compute endpoint in a Neon project by ID.

• Action
  Update database

  Updates the name or owner of a database on a Neon project branch.

• Action
  Update project

  Update settings for a Neon project by project_id.

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