Connect Agile CRM and SimplyPrint

Both apps 154Agile CRM 73SimplyPrint 81

• 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
  Balance Adjusted

  Triggers when a user's balance is adjusted in SimplyPrint.

• Trigger
  Balance Charged

  Triggers when a user's SimplyPrint balance is charged, for example when a print's cost is deducted from their prepaid credit.

• Trigger
  Balance Refunded

  Triggers when a user's SimplyPrint balance is refunded.

• Trigger
  Balance Topped Up

  Triggers when a user's SimplyPrint balance is topped up.

• Trigger
  Bed Cleared

  Triggers when a printer's bed is marked as cleared after a print in SimplyPrint.

• Trigger
  Filament Assigned

  Triggers when a filament spool is assigned to a printer in SimplyPrint.

• Trigger
  Filament Created

  Triggers when a filament spool is created in SimplyPrint.

• Trigger
  Filament Deleted

  Triggers when a filament spool is deleted in SimplyPrint.

• Trigger
  Filament Unassigned

  Triggers when a filament spool is unassigned from a printer in SimplyPrint.

• Trigger
  Filament Updated

  Triggers when a filament spool is updated in SimplyPrint.

• Trigger
  Maintenance Job Cancelled

  Triggers when a maintenance job is cancelled in SimplyPrint.

• Trigger
  Maintenance Job Completed

  Triggers when a maintenance job is completed in SimplyPrint.

• Trigger
  Maintenance Job Created

  Triggers when a maintenance job is created in SimplyPrint.

• Trigger
  Maintenance Job Deleted

  Triggers when a maintenance job is deleted in SimplyPrint.

• Trigger
  Maintenance Job Overdue

  Triggers when a SimplyPrint maintenance job becomes overdue.

• Trigger
  Maintenance Job Reopened

  Triggers when a maintenance job is reopened in SimplyPrint.

• Trigger
  Maintenance Job Started

  Triggers when a maintenance job is started in SimplyPrint.

• Trigger
  Maintenance Job Updated

  Triggers when a maintenance job is updated in SimplyPrint.

• Trigger
  Maintenance Problem Reported

  Triggers when a maintenance problem is reported on a printer in SimplyPrint.

• Trigger
  Maintenance Problem Resolved

  Triggers when a maintenance problem reported on a printer is marked as resolved in SimplyPrint.

• Trigger
  Maintenance Schedule Created

  Triggers when a maintenance schedule is created in SimplyPrint.

• Trigger
  Maintenance Schedule Deleted

  Triggers when a maintenance schedule is deleted in SimplyPrint.

• Trigger
  Maintenance Schedule Updated

  Triggers when a maintenance schedule is updated in SimplyPrint.

• Trigger
  Maintenance Task Completed

  Triggers when a task on a SimplyPrint maintenance job is marked completed.

• Trigger
  Maintenance Task Skipped

  Triggers when a maintenance task on a SimplyPrint maintenance job is skipped.

• Trigger
  New Print Started

  Triggers when a print job starts on one of your SimplyPrint printers.

• Trigger
  Printer AI Failure Detected

  Triggers when SimplyPrint's AI failure detection spots a likely failed print on a printer.

• Trigger
  Printer AI Failure False Positive

  Triggers when an AI failure detection on a SimplyPrint printer is marked as a false positive.

• Trigger
  Printer AI State Changed

  Triggers when a printer's AI failure detection state changes in SimplyPrint.

• Trigger
  Printer Autoprint Max Cycles Reached

  Triggers when a printer's AutoPrint reaches its maximum number of print cycles and stops.

• Trigger
  Printer AutoPrint State Changed

  Triggers when AutoPrint is turned on or off for a printer in SimplyPrint.

• Trigger
  Printer Custom Tag Assigned

  Triggers when a custom tag is assigned to a printer in SimplyPrint.

• Trigger
  Printer Custom Tag Detached

  Triggers when a custom tag is removed from a printer in SimplyPrint.

• Trigger
  Printer Material Changed

  Triggers when the material loaded on a SimplyPrint printer changes.

• Trigger
  Printer Nozzle Size Changed

  Triggers when the nozzle size set on a SimplyPrint printer is changed.

• Trigger
  Printer Out of Order State Changed

  Triggers when a SimplyPrint printer is marked out of order or brought back into service.

• Trigger
  Print Job Cancelled

  Triggers when a print job is cancelled in SimplyPrint.

• Trigger
  Print Job Completed

  Triggers when a SimplyPrint print job finishes.

• Trigger
  Print Job Failed

  Triggers when a print job fails in SimplyPrint.

• Trigger
  Print Job Objects Skipped

  Triggers when objects are skipped in an active SimplyPrint print job.

• Trigger
  Print Job Paused

  Triggers when a print job is paused on one of your SimplyPrint printers.

• Trigger
  Queue Item Denied

  Triggers when a queue item is denied.

• Trigger
  Queue Item Revived

  Triggers when a deleted queue item is restored.

• Trigger
  Quota Adjusted

  Triggers when a user's print quota is adjusted in SimplyPrint.

• Trigger
  Quota Request Created

  Triggers when a user requests a new quota.

• Trigger
  Quota Request Resolved

  Triggers when a quota request is approved or denied.

• Trigger
  Quota Reset

  Triggers when a quota is reset (e.g. at period rollover).

• Trigger
  Spare Part Created

  Triggers when a spare part is added to the SimplyPrint maintenance inventory.

• Trigger
  Spare Part Deleted

  Triggers when a spare part is deleted from the SimplyPrint maintenance inventory.

• Trigger
  Spare Part Low Stock

  Triggers when a spare part stock falls below its threshold.

• Trigger
  Spare Part Stock Adjusted

  Triggers when the stock level of a spare part in SimplyPrint's maintenance inventory is adjusted.

• Trigger
  Spare Part Updated

  Triggers when a spare part is updated.

• Action
  Add Spare Part

  Adds a spare part to your SimplyPrint maintenance inventory, with its stock quantity, low-stock threshold, cost and compatible printer models. Requires the Print Farm plan.

• Action
  Assign Tag

  Assigns one or more custom tags to a printer, printer group, file or queue item in SimplyPrint, optionally detaching other custom tags in the same call.

• Action
  Create Filament

  Creates one or more filament spools in your SimplyPrint filament inventory, with their color, material, brand, size and slicing temperatures.

• Action
  Create Folder

  Creates a new folder in your SimplyPrint files, either private or shared with your organisation.

• Action
  Create Printer Group

  Creates a new printer group in your SimplyPrint account with the name you choose.

• Action
  Create Queue Group

  Creates a new print queue group in SimplyPrint, optionally limited to certain file types, printers, printer models or printer groups.

• Action
  Create Tag

  Creates a new custom tag in your SimplyPrint account, with a name and badge color, that you can then assign to printers, groups, files or queue items.

• Action
  Delete Filament

  Deletes a filament spool from your SimplyPrint account.

• Action
  Delete Folders

  Deletes one or more folders from your SimplyPrint file library.

• Action
  Delete Printer Group

  Deletes a printer group. Printers in the deleted group are moved to the next group, or to "No group" if it was the last one.

• Action
  Delete Queue Group

  Deletes a print queue group in SimplyPrint, optionally moving its queue items to another group.

• Action
  Delete Tag

  Deletes a custom tag and detaches it from every printer, file and queue item it was attached to.

• Action
  Detach Tag

  Removes a custom tag from a printer, printer group, file or queue item.

• Action
  Find Filament

  Finds filament spools in your SimplyPrint account whose spool code, id, brand, colour name or material type matches the text you enter.

• Action
  Find Filament Type

  Returns the filament types (material profiles) in your SimplyPrint account whose name or material type matches the text you give, such as PLA or PETG.

• Action
  Find Folder

  Finds folders in your SimplyPrint files whose name matches the search text, returning every match and the first one.

• Action
  Find Printer Group

  Finds printer groups on the SimplyPrint account whose name matches the name you give, and returns the matching groups.

• Action
  Find Queue Group

  Finds print queue groups whose name contains the text you give and returns the matches, with the first match on its own.

• Action
  Find Tag

  Finds custom tags on your SimplyPrint account by name or id. Returns every matching tag and the first match.

• Action
  List Spare Parts

  Returns the spare parts in your SimplyPrint maintenance inventory, optionally filtered by category, stock status, printer brand or model, or a search term.

• Action
  Move Folder

  Moves a folder in SimplyPrint into another folder, or to the top level of your files.

• Action
  Send Test Webhook

  Makes SimplyPrint send a test event to one of your webhooks, so you can check it is reachable.

• Action
  Submit Custom Field Value

  Saves custom field values on one or more SimplyPrint records, such as print jobs, queue items, user files, printers, users or filament spools.

• Action
  Update Filament

  Updates an existing filament spool in your SimplyPrint account, such as its color, material, brand, slicing temperatures and remaining amount.

• Action
  Update Printer Group

  Renames an existing printer group in your SimplyPrint account.

• Action
  Update Queue Group

  Updates an existing print queue group in SimplyPrint: its name, accepted file types, and which printers, printer models or printer groups it serves.

• Action
  Update Spare Part

  Updates an existing spare part in your SimplyPrint maintenance inventory, changing only the details you fill in.

• Action
  Update Tag

  Renames a custom tag or changes its badge color in your SimplyPrint account.

• Action
  Upload Temp File

  Uploads a file to SimplyPrint's temporary file storage so it can be used by a later step, such as adding it to your files or the print queue.

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