Integration

Connect Agile CRM to OnceHub

When something happens in Agile CRM, your agent does the next thing in OnceHub. Describe it in plain language and the automation is built, tested on every branch and kept running.

Agile CRM10 triggersAgile CRM63 actionsOnceHub15 triggersOnceHub17 actions

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What do you want Agile CRM and OnceHub to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Agile CRM and OnceHub

Triggers and actions 25 triggers · 80 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 (POST variant)
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
Booking Canceled
Triggers when a OnceHub booking is canceled by the customer or by someone on your team.
Trigger
Booking Cancelled and Rescheduled
Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.
Trigger
Booking Completed
Triggers when a OnceHub booking's end time has passed and the meeting is marked completed.
Trigger
Booking Lifecycle Event
Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.
Trigger
Booking No-Show
Triggers when a OnceHub booking is marked as a no-show.
Trigger
Booking Rescheduled
Triggers when a OnceHub booking is rescheduled to a new time.
Trigger
Booking Scheduled
Triggers when a new OnceHub booking is scheduled.
Trigger
Contact Captured
Triggers when a new contact is captured in OnceHub.
Trigger
Contact Lifecycle Event
Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.
Trigger
Contact Updated
Triggers when an existing OnceHub contact is updated.
Trigger
Conversation Abandoned
Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.
Trigger
Conversation Closed
Triggers when a OnceHub chatbot conversation is closed.
Trigger
Conversation Lifecycle Event
Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.
Trigger
Conversation Started
Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.
Trigger
Reassigned Booking
Triggers when a OnceHub booking is reassigned to a different host.
Action
Cancel Booking
Cancels a OnceHub booking, optionally with a reason and without emailing the customer.
Action
Create Contact
Creates a new contact in OnceHub. Give at least an email address or a mobile number.
Action
Create One-Time Booking Link
Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.
Action
Delete Contact
Deletes a contact from OnceHub.
Action
Find Contact
Finds a OnceHub contact by email address.
Action
Get Available Time Slots
Returns the open meeting times on a OnceHub booking calendar for the window you choose.
Action
Get Booking Calendar
Returns one OnceHub booking calendar with its host, public link and meeting length.
Action
Get Booking Details
Returns one OnceHub booking with its time, customer details and booking form answers.
Action
Get Contact
Returns one OnceHub contact with its details and custom fields.
Action
Get Contact's Future Meetings
Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.
Action
List Booking Calendars
Lists the booking calendars in your OnceHub account.
Action
List Bookings
Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.
Action
List Contacts
Lists the contacts in your OnceHub account, with optional email and date filters.
Action
Mark Booking as No-Show
Marks a OnceHub booking as a no-show.
Action
Reassign Booking
Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.
Action
Request Reschedule
Asks the customer to pick a new time for a OnceHub booking, optionally telling them why.
Action
Update Contact
Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.

Each app on its own

The other way round: OnceHub to Agile CRM