Connect Agile CRM to Timesheet

Both apps 133Agile CRM 73Timesheet 60

• 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 Absence

  Triggered when a new absence is requested or recorded in the chosen Timesheet organization.

• Trigger
  New Project

  Triggered when a new project is created in Timesheet.

• Trigger
  New Rate

  Triggered when a new pay rate is created in Timesheet.

• Trigger
  New Tag

  Triggered when a new tag is created in Timesheet.

• Trigger
  New Task

  Triggered when a new tracked time entry is recorded in Timesheet.

• Trigger
  New Team

  Triggered when a new team is created in Timesheet.

• Trigger
  New Todo

  Triggered when a new to-do is created in Timesheet.

• Action
  Approve Absence

  Approves a pending absence request in a Timesheet organization. Returns the updated absence, including its new status and who approved it.

• Action
  Create Expense

  Creates an expense on a Timesheet task, with an amount, date and optional receipt. Returns the new expense with its ID.

• Action
  Create Note

  Creates a note on a Timesheet task, with text and an optional attachment. Returns the new note with its ID.

• Action
  Create Organization

  Creates a new organization (team workspace) in Timesheet. Returns the new organization with its ID.

• Action
  Create Project

  Creates a new project in Timesheet, optionally with a client, default billing rate and team. Returns the new project with its ID.

• Action
  Create Rate

  Creates a pay rate in Timesheet, such as an overtime multiplier or a bonus amount. Returns the new rate with its ID.

• Action
  Create Reminder

  Creates a reminder in Timesheet on a one-off or recurring schedule. Returns the new reminder with its ID and next fire time.

• Action
  Create Tag

  Creates a tag in Timesheet that can be applied to time entries. Returns the new tag with its ID.

• Action
  Create Task

  Creates a time entry (task) on a Timesheet project, with start and end times and optional tags, rate and mileage. Returns the new entry with its ID and duration.

• Action
  Create Team

  Creates a team inside a Timesheet organization. Returns the new team with its ID.

• Action
  Create Todo

  Creates a to-do on a Timesheet project, with an optional due date, assignees and time estimate. Returns the new to-do with its ID.

• Action
  Delete Expense

  Deletes an expense from Timesheet. Returns confirmation that the expense was removed.

• Action
  Delete Note

  Deletes a note from Timesheet. Returns confirmation that the note was removed.

• Action
  Delete Organization

  Deletes an organization from Timesheet. Returns confirmation that the organization was removed.

• Action
  Delete Project

  Deletes a project from Timesheet. Returns confirmation that the project was removed.

• Action
  Delete Rate

  Deletes a pay rate from Timesheet. Returns confirmation that the rate was removed.

• Action
  Delete Reminder

  Deletes a reminder from Timesheet. Returns confirmation that the reminder was removed.

• Action
  Delete Tag

  Deletes a tag from Timesheet. Returns confirmation that the tag was removed.

• Action
  Delete Task

  Deletes a time entry from Timesheet. Returns confirmation that the entry was removed.

• Action
  Delete Team

  Deletes a team from Timesheet. Returns confirmation that the team was removed.

• Action
  Delete Todo

  Deletes a to-do from Timesheet. Returns confirmation that the to-do was removed.

• Action
  Find Absence

  Searches absences in a Timesheet organization by member, contract, type, status or date range, and returns the first match plus the full list of matches.

• Action
  Find Expense

  Searches Timesheet expenses by text, time entry, organization or date range, and returns the first match plus the full list of matches.

• Action
  Find Note

  Searches Timesheet notes by text, time entry, organization or date range, and returns the first match plus the full list of matches.

• Action
  Find Organization

  Looks up a Timesheet organization by name and returns its ID and details. Timesheet has no organization search endpoint, so this reads your organizations and matches the name, ignoring upper/lower case.

• Action
  Find Project

  Searches Timesheet projects by name, team or status, and returns the first match plus the full list of matches.

• Action
  Find Rate

  Searches Timesheet pay rates by name, team, project or status, and returns the first match plus the full list of matches.

• Action
  Find Reminder

  Looks up a Timesheet reminder by name and returns its ID and schedule. Timesheet has no reminder search endpoint, so this reads your reminders and matches the name, ignoring upper/lower case.

• Action
  Find Tag

  Searches Timesheet tags by name, team, project or status, and returns the first match plus the full list of matches.

• Action
  Find Task

  Searches Timesheet time entries by text, project, to-do, team or date range, and returns the first match plus the full list of matches.

• Action
  Find Team

  Searches Timesheet teams by name or organization, and returns the first match plus the full list of matches.

• Action
  Find Todo

  Searches Timesheet to-dos by title, project, status or assignee, and returns the first match plus the full list of matches.

• Action
  Get Current Timer

  Returns the state of your current Timesheet timer — whether it is running, paused or stopped, and the time entry it is tracking.

• Action
  Get Project

  Returns one Timesheet project by ID, including its client, settings and tracked totals.

• Action
  Get Rate

  Returns one Timesheet pay rate by ID, including its multiplier and extra amount.

• Action
  Get Tag

  Returns a single tag by its ID, including its name, colour, archived state, owning team and total tracked time.

• Action
  Get Task

  Returns a single tracked time entry by its ID, including its description, start and end times, duration, billing flags, project, rate, member and tags.

• Action
  Get Team

  Returns a single team by its ID, including its name, description, colour, owning organization, and project and member counts.

• Action
  Pause Timer

  Pauses the running timer, starting a break. Returns the timer with its new paused state.

• Action
  Resume Timer

  Resumes a paused timer, ending the current break. Returns the timer with its new running state.

• Action
  Send Report

  Generates a timesheet report for the chosen period and emails it to the given address.

• Action
  Start Timer

  Starts the timer on a project, creating a running time entry. Returns the timer and the entry it is tracking.

• Action
  Stop Timer

  Stops the running timer and closes out the time entry it was tracking.

• Action
  Update Expense

  Updates an existing expense's description, date, amount, refund status or attached receipt. Fields left blank keep their current values.

• Action
  Update Note

  Updates an existing note's text, date or attachment. Fields left blank keep their current values.

• Action
  Update Organization

  Updates an organization's name, description, image, colour or AI chat setting. Fields left blank keep their current values.

• Action
  Update Project

  Updates an existing project's name, client, office, colour, billing defaults, salary or archived state. Fields left blank keep their current values.

• Action
  Update Rate

  Updates an existing pay rate's name, multiplier, extra amount, enabled or archived state. Fields left blank keep their current values.

• Action
  Update Reminder

  Updates an existing reminder's title, prompt, message template or schedule. Fields left blank keep their current values.

• Action
  Update Tag

  Updates an existing tag's name, colour or archived state. Fields left blank keep their current values.

• Action
  Update Task

  Updates an existing tracked time entry's project, description, times, billing flags, rate or tags. Fields left blank keep their current values.

• Action
  Update Team

  Updates an existing team's name, description, image, colour or salary visibility. Fields left blank keep their current values.

• Action
  Update Todo

  Updates an existing to-do's title, details, status, due date, assignees or time estimate. Fields left blank keep their current values.

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