Integration

Connect Agile CRM to Outlook

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

Agile CRM10 triggersAgile CRM63 actionsOutlook5 triggersOutlook43 actions

Browse all apps

Build it

What do you want Agile CRM and Outlook 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.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

Connect Claude Code

Everything your agent can do with Agile CRM and Outlook

Triggers and actions 15 triggers · 106 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
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Add Mail Attachment
Tool to add an attachment to an email message. use when you have a message id and need to attach a small (<3 mb) file or reference.
Action
Create Calendar
Tool to create a new calendar in the signed-in user's mailbox. use when organizing events into a separate calendar.
Action
Create Contact Folder
Tool to create a new contact folder in the user's mailbox. use when needing to organize contacts into custom folders.
Action
Create Email Rule
Create email rule filter with conditions and actions
Action
Create Mail Folder
Tool to create a new mail folder. use when you need to organize email into a new folder.
Action
Create Master Category
Tool to create a new category in the user's master category list. use after selecting a unique display name.
Action
Delete Mail Folder
Delete a mail folder from the user's mailbox. use when you need to remove an existing mail folder.
Action
Download Outlook Attachment
Downloads a specific file attachment from an email message in a microsoft outlook mailbox; the attachment must contain 'contentbytes' (binary data) and not be a link or embedded item.
Action
Get Mailbox Settings
Tool to retrieve mailbox settings. use when you need to view settings such as automatic replies, time zone, and working hours for the signed-in or specified user.
Action
Get Mail Delta
Tool to retrieve incremental changes (delta) of messages in a mailbox. use when syncing mailbox updates since last checkpoint.
Action
Get Mail Tips
Tool to retrieve mail tips such as automatic replies and mailbox full status. use when you need to check recipient status before sending mail.
Action
Get Master Categories
Tool to retrieve the user's master category list. use when you need to get all categories defined for the user.
Action
Get Supported Languages
Tool to retrieve supported languages in the user's mailbox. use when you need to display or select from available mailbox languages.
Action
Get Supported Time Zones
Tool to retrieve supported time zones in the user's mailbox. use when you need a list of time zones to display or choose from for event scheduling.
Action
List Calendars
Tool to list calendars in the signed-in user's mailbox. use when you need to retrieve calendars with optional odata queries.
Action
List Event Attachments
Tool to list attachments for a specific outlook calendar event. use when you have an event id and need to view its attachments.
Action
List Outlook Attachments
Lists metadata (like name, size, and type, but not `contentbytes`) for all attachments of a specified outlook email message.
Action
List Reminders
Tool to retrieve reminders for events occurring within a specified time range. use when you need to see upcoming reminders between two datetimes.
Action
Outlook Add Event Attachment
Adds an attachment to a specific outlook calendar event. use when you need to attach a file or nested item to an existing event.
Action
Outlook Calendar Create Event
Creates a new outlook calendar event, ensuring `start datetime` is chronologically before `end datetime`.
Action
Outlook Create Contact
Creates a new contact in a microsoft outlook user's contacts folder.
Action
Outlook Create Draft
Creates an outlook email draft with subject, body, recipients, and an optional attachment. supports creating drafts as part of existing conversation threads by specifying a conversationid; attachments require a name, mimetype, and content.
Action
Outlook Create Draft Reply
Creates a draft reply in the specified user's outlook mailbox to an existing message (identified by a valid `message id`), optionally including a `comment` and cc/bcc recipients.
Action
Outlook Delete Contact
Permanently deletes an existing contact, using its `contact id` (obtainable via 'list user contacts' or 'get contact'), from the outlook contacts of the user specified by `user id`.
Action
Outlook Delete Event
Deletes an existing calendar event, identified by its unique `event id`, from a specified user's microsoft outlook calendar, with an option to send cancellation notifications to attendees.
Action
Outlook Get Contact
Retrieves a specific outlook contact by its `contact id` from the contacts of a specified `user id` (defaults to 'me' for the authenticated user).
Action
Outlook Get Contact Folders
Tool to retrieve a list of contact folders in the signed-in user's mailbox. use after authentication when you need to browse or select among contact folders.
Action
Outlook Get Event
Retrieves the full details of a specific calendar event by its id from a user's outlook calendar, provided the event exists.
Action
Outlook Get Message
Retrieves a specific email message by its id from the specified user's outlook mailbox. use the 'select' parameter to include specific fields like 'internetmessageheaders' for filtering automated emails.
Action
Outlook Get Profile
Retrieves the microsoft outlook profile for a specified user.
Action
Outlook Get Schedule
Retrieves free/busy schedule information for specified email addresses within a defined time window.
Action
Outlook List Contacts
Retrieves a user's microsoft outlook contacts, from the default or a specified contact folder.
Action
Outlook List Events
Retrieves events from a user's outlook calendar via microsoft graph api, supporting pagination, filtering, property selection, sorting, and timezone specification.
Action
Outlook List Mail Folders
Tool to list a user's top-level mail folders. use when you need folders like inbox, drafts, sent items; set include hidden folders=true to include hidden folders.
Action
Outlook List Messages
Retrieves a list of email messages from a specified mail folder in an outlook mailbox, with options for filtering (including by conversationid to get all messages in a thread), pagination, and sorting; ensure 'user id' and 'folder' are valid, and all date/time strings are in iso 8601 format.
Action
Outlook Move Message
Move a message to another folder within the specified user's mailbox. this creates a new copy of the message in the destination folder and removes the original message.
Action
Outlook Reply Email
Sends a plain text reply to an outlook email message, identified by `message id`, allowing optional cc and bcc recipients.
Action
Outlook Search Messages
Searches messages in a microsoft 365 or enterprise outlook account mailbox, supporting filters for sender, subject, attachments, pagination, and sorting by relevance or date.
Action
Outlook Send Email
Sends an email with subject, body, recipients, and an optional attachment via microsoft graph api; attachments require a non-empty file with valid name and mimetype.
Action
Outlook Update Calendar Event
Updates specified fields of an existing outlook calendar event.
Action
Outlook Update Contact
Updates an existing outlook contact, identified by `contact id` for the specified `user id`, requiring at least one other field to be modified.
Action
Outlook Update Email
Updates specified properties of an existing email message; `message id` must identify a valid message within the specified `user id`'s mailbox.
Action
Update Mailbox Settings
Tool to update mailbox settings for the signed-in user. use when you need to configure automatic replies, default time zone, language, or working hours. example: schedule automatic replies for vacation.

Each app on its own

The other way round: Outlook to Agile CRM