Integration

Connect Agile CRM to Slack

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

Agile CRM10 triggersAgile CRM63 actionsSlack17 triggersSlack60 actions

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What do you want Agile CRM and Slack 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 Slack

Triggers and actions 27 triggers · 123 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
New Channel
Triggers when a new channel is created in the workspace.
Trigger
New Channel (instant)
Triggers when a new channel is created. Events API event: channel_created.
Trigger
New Channel Member
Triggers when a member joins a chosen channel. Events API event: member_joined_channel.
Trigger
New File
Duplicate of "New File (instant)" (webhook_demux, same file_created event). Hidden from catalog 2026-07-23.
Trigger
New File (instant)
Triggers when a new file is uploaded to the workspace. Events API event: file_created.
Trigger
New Mention
Duplicate of "New Mention (instant)" (webhook_demux, same app_mention event). Hidden from catalog 2026-07-23.
Trigger
New Mention (instant)
Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter.
Trigger
New Message Posted to Channel
Triggers when a message is posted to a chosen channel. Events API event: message.channels.
Trigger
New Message Posted to Private Channel
Triggers when a message is posted to a chosen private channel or group DM. Events API events: message.groups, message.mpim.
Trigger
New Pinned Item
Triggers when an item is pinned in a channel.
Trigger
New Public Message Posted Anywhere
Triggers when a message is posted to any public channel. Events API event: message.channels.
Trigger
New Reaction Added
Triggers when an emoji reaction is added to a message. Events API event: reaction_added.
Trigger
New Saved Message
Triggers when a message or file is saved (starred). Events API event: star_added.
Trigger
New Team Custom Emoji
Triggers when a custom emoji is added to the workspace. Events API event: emoji_changed.
Trigger
New Thread Reply
Triggers when a new reply is added to a message thread.
Trigger
New User
Triggers when a new user joins the workspace. Polling; deduped by user id.
Trigger
New User (instant)
Triggers when a new user joins the workspace. Events API event: team_join.
Action
Add Bookmark
Add a bookmark to a channel.
Action
Add Reaction
Add an emoji reaction to a message.
Action
Add Star
Save a message or file by starring it.
Action
Archive Channel
Archive a channel.
Action
Complete Reminder
Mark a reminder as complete.
Action
Create Canvas
Create a standalone canvas document.
Action
Create Channel
Create a new public or private channel.
Action
Create Channel Canvas
Create a canvas attached to a channel.
Action
Create Reminder
Create a reminder for a user at a specified time.
Action
Delete Canvas
Delete a canvas.
Action
Delete File
Delete a file from the workspace.
Action
Delete Message
Delete a message from a channel by timestamp.
Action
Delete Reminder
Delete a reminder.
Action
Delete Scheduled Message
Cancel a scheduled message before it is sent.
Action
Edit Bookmark
Edit an existing channel bookmark.
Action
Edit Canvas
Edit the content of a canvas.
Action
Find Channel by Name
List channels filtered to locate a channel by name (client filters the returned list).
Action
Find User by Email
Look up a Slack user by their email address.
Action
Get Channel Messages
Fetch the message history of a channel.
Action
Get File Info
Get information about a file.
Action
Get Message Permalink
Get a permanent link to a specific message.
Action
Get Message Reactions
Get the emoji reactions on a message.
Action
Get Team Info
Get information about the workspace.
Action
Get Thread Replies
Get the replies in a message thread.
Action
Get User Info
Get profile information for a Slack user by ID.
Action
Get User Presence
Get a user's current presence status.
Action
Get User Profile
Get a user's profile fields.
Action
Invite User to Channel
Invite one or more users to a channel (comma-separated user IDs).
Action
Join Channel
Join a public channel.
Action
Leave Channel
Leave a channel.
Action
List Bookmarks
List the bookmarks in a channel.
Action
List Channel Members
List the members of a channel.
Action
List Channels
List channels in the workspace (public and private).
Action
List Custom Emojis
List the workspace's custom emojis.
Action
List Files
List files in the workspace, optionally filtered by channel or user.
Action
List Pinned Items
List the items pinned in a channel.
Action
List Scheduled Messages
List messages scheduled to be sent later.
Action
List User Groups
List the workspace's user groups.
Action
List Users
List all users in the workspace.
Action
List User's Channels
List the channels a user is a member of.
Action
Mark Channel Read
Set the read cursor position in a channel.
Action
Pin Message
Pin a message to a channel.
Action
Remove Bookmark
Remove a bookmark from a channel.
Action
Remove Reaction
Remove an emoji reaction from a message.
Action
Remove Star
Remove a star from a message or file.
Action
Remove User from Channel
Remove a member from a channel.
Action
Rename Channel
Rename a channel.
Action
Schedule Message
Schedule a message to be sent to a channel at a future Unix time.
Action
Search Files
Search files across the workspace.
Action
Search Messages
Search messages across the workspace.
Action
Send Direct Message
Open a DM with a user and post a message to it.
Action
Send Ephemeral Message
Send a message in a channel that is visible only to one user.
Action
Send Message
Post a message to a channel, private group, or DM.
Action
Set Channel Purpose
Set the purpose (description) for a channel.
Action
Set Channel Topic
Set the topic for a channel.
Action
Set User Presence
Set the authenticated user's presence status.
Action
Unarchive Channel
Restore an archived channel.
Action
Unpin Message
Remove a pinned message from a channel.
Action
Update Message
Update an existing message in a channel by timestamp.
Action
Upload File
Upload a file and share it to one or more channels.

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The other way round: Slack to Agile CRM