Integration

Connect Agile CRM to SureCart

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

Agile CRM10 triggersAgile CRM63 actionsSureCart44 triggersSureCart26 actions

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What do you want Agile CRM and SureCart 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 SureCart

Triggers and actions 54 triggers · 89 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
Affiliation Request Approved
Triggers when a affiliation request is approved.
Trigger
Affiliation Request Created
Triggers when a affiliation request is created.
Trigger
Affiliation Request Denied
Triggers when a new affiliation request is denied.
Trigger
Cancellation Act Created
Triggers when a cancellation act is created.
Trigger
Cancellation Act Updated
Triggers when a cancellation act is updated.
Trigger
Customer Created
Triggers when a customer is created.
Trigger
Customer Updated
Triggers when a customer is updated.
Trigger
Fulfillment Created
Triggers when a fulfillment is created.
Trigger
Fulfillment Deleted
Triggers when a fulfillment is deleted.
Trigger
Fulfillment Updated
Triggers when a fulfillment is updated.
Trigger
Order Created
Triggers when a order is created.
Trigger
Order Delivered
Triggers when a order is delivered.
Trigger
Order Fulfilled
Triggers when a order is fulfilled.
Trigger
Order Paid
Triggers when a order is paid.
Trigger
Order Partially Fulfilled
Triggers when a order is partially fulfilled.
Trigger
Order Partially Shipped
Triggers when a order is partially shipped.
Trigger
Order Payment Failed
Triggers when a order payment fails.
Trigger
Order Processing
Triggers when a order becomes processing.
Trigger
Order Shipped
Triggers when a order is shipped.
Trigger
Order Unfulfilled
Triggers when a order is unfulfilled.
Trigger
Order Voided
Triggers when a order is voided.
Trigger
Payout Completed
Triggers when a payout is completed.
Trigger
Purchase Created
Triggers when a purchase is created.
Trigger
Purchase Invoked
Triggers when a purchase is invoked.
Trigger
Purchase Revoked
Triggers when a purchase is revoked.
Trigger
Purchase Updated
Triggers when a purchase is updated.
Trigger
Referral Approved
Triggers when a referral is approved.
Trigger
Referral Created
Triggers when a referral is created.
Trigger
Refund Created
Triggers when a refund is created.
Trigger
Refund Succeeded
Triggers when a refund succeeds.
Trigger
Return Request Completed
Triggers when a return request is completed.
Trigger
Return Request Created
Triggers when a return request is created.
Trigger
Return Request Deleted
Triggers when a return request is deleted.
Trigger
Return Request Opened
Triggers when a return request is opened.
Trigger
Return Request Updated
Triggers when a return request is updated.
Trigger
Subscription Active
Triggers when a subscription becomes active.
Trigger
Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Subscription Completed
Triggers when a subscription is completed.
Trigger
Subscription Created
Triggers when a subscription is created.
Trigger
Subscription Past Due
Triggers when a subscription becomes past due.
Trigger
Subscription Renewed
Triggers when a subscription is renewed.
Trigger
Subscription Set to Cancel
Triggers when a subscription is set to cancel.
Trigger
Subscription Trialing
Triggers when a subscription becomes trialing.
Trigger
Subscription Updated
Triggers when a subscription is updated.
Action
Find Affiliation
Find an existing affiliation by ID.
Action
Find Affiliation Request
Find an existing affiliation request by ID.
Action
Find Cancellation Act
Find an existing cancellation act by ID.
Action
Find Checkout
Find an existing checkout by ID.
Action
Find Click
Find an existing click by ID.
Action
Find Coupon
Find an existing coupon by ID.
Action
Find Customer
Find an existing customer by ID.
Action
Find Fulfillment
Find an existing fulfillment by ID.
Action
Find Fulfillment Item
Find an existing fulfillment item by ID.
Action
Find Line Item
Find an existing line item by ID.
Action
Find Order
Find an existing order by ID.
Action
Find Payment Intent
Find an existing payment intent by ID.
Action
Find Payment Method
Find an existing payment method by ID.
Action
Find Payout
Find an existing payout by ID.
Action
Find Payout Group
Find an existing payout group by ID.
Action
Find Price
Find an existing price by ID.
Action
Find Product
Find an existing product by ID.
Action
Find Promotion
Find an existing promotion by ID.
Action
Find Purchase
Find an existing purchase by ID.
Action
Find Referral
Find an existing referral by ID.
Action
Find Referral Item
Find an existing referral item by ID.
Action
Find Refund
Find an existing refund by ID.
Action
Find Return Item
Find an existing return item by ID.
Action
Find Return Request
Find an existing return request by ID.
Action
Find Subscription
Find an existing subscription by ID.
Action
Find Tracking
Find an existing tracking by ID.

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The other way round: SureCart to Agile CRM