Connect Agile CRM and TidyHQ

Both apps 102Agile CRM 73TidyHQ 29

• 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
  Contact Activated

  Triggers when a contact has been activated (after new membership, or reactivated e.g. restored from trash).

• Trigger
  Contact Added to Group

  Triggers when a contact has been added to a group.

• Trigger
  Contact Created

  Triggers when a new contact has been created for the first time.

• Trigger
  Contact Deactivated

  Triggers when a contact has been deleted.

• Trigger
  Contact Removed From Group

  Triggers when a contact has been removed from a group.

• Trigger
  Event Deleted

  Triggers when an event is deleted.

• Trigger
  Event Ticket Created

  Triggers when an event ticket is created.

• Trigger
  Event Ticket Deleted

  Triggers when an event ticket is deleted.

• Trigger
  Event Ticket Updated

  Triggers when an event ticket is updated.

• Trigger
  Event Updated

  Triggers when an event is updated.

• Action
  Add Contact Note

  Adds a note to a TidyHQ contact.

• Action
  Add Contact To Group

  Adds an existing TidyHQ contact to one of your groups.

• Action
  Add Event Ticket

  Creates a new ticket type on a TidyHQ event.

• Action
  Add invoice

  Creates a new invoice in TidyHQ with your own line items, optionally addressed to a contact.

• Action
  Create Contact

  Creates a new contact in your TidyHQ organisation.

• Action
  Delete Contact

  Deletes a contact from your TidyHQ organisation.

• Action
  Delete Contact Note

  Deletes a note from a TidyHQ contact.

• Action
  Delete Event

  Deletes an event from your TidyHQ organisation.

• Action
  Delete Event Ticket

  Deletes a ticket type from a TidyHQ event.

• Action
  Find Contact

  Finds contacts in your TidyHQ organisation whose details match the search text.

• Action
  Get contact

  Returns a single TidyHQ contact by its id, including its custom field values.

• Action
  Get event

  Returns a single TidyHQ event by its ID, with all of its details.

• Action
  List contacts

  Returns the contacts in your TidyHQ organisation, optionally narrowed by search text.

• Action
  List event tickets

  Returns the ticket types available on a TidyHQ event.

• Action
  List groups

  Returns the contact groups in your TidyHQ organisation.

• Action
  Remove Contact From Group

  Removes a contact from a TidyHQ group.

• Action
  Update Contact

  Updates an existing TidyHQ contact's details. Only the fields you fill in are changed.

• Action
  Update Event

  Updates an existing TidyHQ event's name, times, location or description.

• Action
  Update Event Ticket

  Updates a ticket type on a TidyHQ event, such as its name, price, quantity or sales window. Fields left blank are not changed.

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