--- title: "Connect Agile CRM and Podio - APIANT.ai" description: "When \"New contact\" fires in Agile CRM, your agent runs \"Create Task\" in Podio, or \"Item Updated\" in Podio to \"Add contact to campaign\" in Agile CRM." canonical: "https://apiant.ai/connect/agile-crm-to-podio" --- # Connect Agile CRM and Podio When **New contact** fires in [Agile CRM](https://apiant.ai/connections/agile-crm), your agent runs **Create Task** in [Podio](https://apiant.ai/connections/podio), or **Item Updated** in Podio to **Add contact to campaign** in Agile CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Agile CRM **10** triggers Agile CRM **63** actions Podio **8** triggers Podio **14** 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 Podio 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 and Podio can do together ### From Agile CRM to Podio - When **New contact** in Agile CRM then **Create Task** in Podio - When **New matching contact or company** in Agile CRM then **Update task** in Podio ### From Podio to Agile CRM - When **Item Updated** in Podio then **Add contact to campaign** in Agile CRM - When **New Activity** in Podio then **Add lead score by email** in Agile CRM 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 Podio ## Triggers and actions 18 triggers · 77 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. - Trigger **Item Updated** Fires when an item in the chosen Podio app is created or edited (each new item revision). - Trigger **New Activity** Fires when activity occurs on any object (item, status, task, action, file) in the connected user's global Podio stream. - Trigger **New Application** Fires when a new Podio app becomes available to the connected user. - Trigger **New Item** Triggers when you add a new item, record or entry to an app (standard or custom). - Trigger **New Organization** Triggers when you add a new organization. - Trigger **New Task** Triggers when you add a new task. - Trigger **New View** Fires when a new view is created on a Podio app. - Trigger **New Workspace** Fires when a new workspace appears among the workspaces you are a member of, across all your organizations. - Action **Add comment** Add a comment to an object (item, task, status). - Action **Attach File** Upload a file to Podio and attach it to an item, task, comment, or status message. - Action **Create Item** Create a new item, record or entry inside an app (standard or custom). - Action **Create Status** Add a status update to a workspace stream. - Action **Create Task** Create a new task. - Action **Delete item** Delete an item. - Action **Find Item** Find an item by title in an app. - Action **Get app** Get an app definition including fields. - Action **Get item** Get an item by id. - Action **Get Status** Returns a status message posted to a workspace, with its text and author. - Action **Get task** Get a task by id. - Action **List items** List items in an app with paging/sort. - Action **Update Item** Update an item, record or entry inside an app (standard or custom). - Action **Update task** Update a task's text, due date, responsible etc. ## 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) - [ **Podio** Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in...](https://apiant.ai/connections/podio) 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 Podio - [ **HubSpot to Podio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-podio) - [ **Google Sheets to Podio** Google Sheets](https://apiant.ai/connect/google-sheets-to-podio) - [ **Gmail to Podio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-podio) - [ **Google Calendar to Podio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-podio) - [ **Google Drive to Podio** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-podio) - [ **Mailchimp to Podio** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-podio) Questions ## Agile CRM and Podio, 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 Podio when something happens in Agile CRM? Any of Podio's 14 actions, including Create Item, Create Status, Create Task and Update Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Podio to Agile CRM? Yes. When something happens in Podio, your agent can act in Agile CRM too. This page covers both directions: Podio's triggers and Agile CRM's actions are listed here as well. ### ### Do I have to build a connector for Agile CRM or Podio? 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 Podio 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.