Connect Agile CRM to Support Board

Both apps 109Agile CRM 73Support Board 36

• 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.

• Action
  Add Conversation

  Creates a new conversation.

• Action
  Add Note

  Adds a new note to a conversation.

• Action
  Add User

  Create a new user in Support Board.

• Action
  Delete Message

  Deletes an existing message.

• Action
  Delete Note

  Deletes a note from a conversation.

• Action
  Delete User

  Deletes a user and all linked conversations and messages.

• Action
  Delete Users

  Deletes multiple users and all linked conversations and messages.

• Action
  Direct Message

  Sends a direct chat message.

• Action
  Get Agents in Conversation

  Returns an array with all the agents with at least one message in the conversation.

• Action
  Get Conversation

  Returns a conversation and the messages of the conversation.

• Action
  Get Conversations

  Returns all the conversations. Each conversation includes the last message of the conversation.

• Action
  Get External Setting

  Returns an external setting. External settings are saved on a dedicated database row.

• Action
  Get Last Agent in Conversation

  Returns the last agent who answered a conversation.

• Action
  Get Last Message

  Returns the last message in a conversation.

• Action
  Get Multi Setting

  Returns a subsetting of another setting.

• Action
  Get New Conversations

  Returns the conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation.

• Action
  Get New Messages

  Returns the messages of a conversation created after the given date/ID.

• Action
  Get New User Conversations

  Returns the user conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation.

• Action
  Get Notes

  Returns the internal notes of a conversation.

• Action
  Get Setting

  Returns a setting saved in the Settings area.

• Action
  Get Settings

  Returns an array with all the settings.

• Action
  Get User

  Returns one user's details (name, email, type, extra details) by user ID via api.php function=get-user; returns false when the user does not exist.

• Action
  Get User Conversations

  Returns the conversations of a user. Each conversation includes the last message of the conversation.

• Action
  Google Translate

  Translates multiple strings via Google Translate.

• Action
  Login

  Logins a user or agent. A user can log in in two ways: via email and password, or via user ID and token. The last value of the response is the encrypted login data ready to be stored in the sb-login cookie. Use the function SBF.loginCookie(response[1]); to store it. Returns false if login is unsuccessful.

• Action
  Push Notification

  Sends a Push notification to an agent, a group of agents, or all agents. Push notifications must be enabled in the settings area.

• Action
  Search Conversations

  Returns the conversations matching the search.

• Action
  Search User Conversations

  Returns the conversations of the given user ID that matches the search terms.

• Action
  Send Message

  Adds a new message to an existing conversation.

• Action
  Telegram Send Message

  Sends a message to Telegram.

• Action
  Update Conversation Agent

  Assigns or update the agent assigned to a conversation.

• Action
  Update Conversation Department

  Updates the department of a conversation.

• Action
  Update Conversation Status

  Updates the status code of a conversation.

• Action
  Update Message

  Updates an existing message.

• Action
  Update User

  Updates the details of an existing user.

• Action
  WhatsApp Send Message

  Sends a message to a WhatsApp number.

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