Connect Agile CRM and Vryno

Both apps 111Agile CRM 73Vryno 38

• 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
  Create or Update Call Log

  Triggers when a call log is created or updated in Vryno.

• Trigger
  Create or Update Case

  Triggers when a case is created or updated in Vryno.

• Trigger
  Create or Update Contact

  Triggers when a contact is created or updated in Vryno CRM.

• Trigger
  Create or Update Invoice

  Triggers when an invoice is created or updated in Vryno.

• Trigger
  Create or Update Lead

  Triggers when a lead is created or updated in Vryno.

• Trigger
  Create or Update Meeting

  Triggers when a meeting is created or updated in Vryno.

• Trigger
  Create or Update Project

  Triggers when a project is created or updated in Vryno.

• Trigger
  Create or Update Quote

  Triggers when a quote is created or updated in Vryno CRM.

• Trigger
  Create or Update Sales Order

  Triggers when a sales order is created or updated in Vryno.

• Trigger
  Create or Update Task

  Triggers when a task is created or updated in Vryno.

• Action
  Create or Update Case

  Creates a new case in Vryno CRM, or updates an existing case when a case id is supplied. Returns the saved case.

• Action
  Create or Update Deal

  Creates a new deal in Vryno CRM, or updates an existing deal when a Deal ID is supplied. Returns the saved deal.

• Action
  Create or Update Invoice

  Creates a new invoice in Vryno, or updates an existing one when an invoice ID is supplied.

• Action
  Create or Update Lead

  Creates a new lead in Vryno CRM, or updates an existing lead when a Lead ID is supplied. Returns the saved lead.

• Action
  Create or Update Organization

  Creates a new organization in Vryno CRM, or updates an existing one when an organization ID is supplied. Returns the saved organization.

• Action
  Create or Update Product

  Creates a new product in Vryno CRM, or updates an existing product when a product id is supplied.

• Action
  Create or Update Project

  Creates a new project in Vryno, or updates an existing project when a project id is supplied. Returns the saved project.

• Action
  Create or Update Quote

  Creates a new quote in Vryno, or updates an existing quote when a quote ID is supplied.

• Action
  Create or Update Sales Order

  Creates a new sales order in Vryno, or updates an existing one when a sales order ID is supplied.

• Action
  Create or Update Task

  Creates a new task in Vryno CRM, or updates an existing task when a task ID is supplied.

• Action
  Create or Update Vendor

  Creates a new vendor in Vryno CRM, or updates an existing vendor when a vendor ID is supplied, and returns the saved vendor.

• Action
  Delete contact

  Deletes a contact in Vryno CRM by its ID and returns Vryno's confirmation message.

• Action
  Delete lead

  Deletes a lead from Vryno CRM by its ID and returns Vryno's confirmation.

• Action
  Find contacts

  Returns the contacts in Vryno CRM that match the filters you specify, or those in a chosen custom view.

• Action
  Find deals

  Returns the deals that match the conditions you specify, such as a deal name or email.

• Action
  Find leads

  Returns the leads in Vryno CRM that match the conditions you specify, such as a name or email address.

• Action
  Get Case

  Returns one case from Vryno CRM by its id, including any custom fields you ask for.

• Action
  Get contact

  Returns one contact from Vryno CRM by its id. An error occurs if the contact is not found.

• Action
  Get deal

  Returns one Vryno deal by its id, including any fields your account has added to deals. An error occurs if the deal is not found.

• Action
  Get Invoice

  Returns one invoice from Vryno CRM by its id, including any custom fields you name. An error occurs if the invoice is not found.

• Action
  Get lead

  Returns a single lead from Vryno CRM by its id, including any custom fields you name. An error occurs if the lead is not found.

• Action
  Get Organization

  Returns one organization from Vryno CRM by its id, including any custom fields you ask for. An error occurs if the organization is not found.

• Action
  Get Product

  Returns a single product from Vryno by its id, including any custom fields you ask for. An error occurs if the product is not found.

• Action
  Get Project

  Returns a project from Vryno by its id, including any custom fields you name. An error occurs if the project is not found.

• Action
  Get Quote

  Returns a single quote from Vryno CRM by its id, including its billing and shipping details, related records and totals.

• Action
  Get Sales Order

  Returns a single sales order from Vryno by its id, including any custom fields you name.

• Action
  Get Task

  Returns a task from Vryno CRM by its id, including its status, assignee, due date and priority. Fails if the task is not found.

• Action
  Get Vendor

  Returns one vendor from Vryno CRM by its id, including any custom fields you ask for.

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