Connect Agile CRM and Waitwhile

Both apps 93Agile CRM 73Waitwhile 20

• 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
  New customer

  Triggered when a new customer is created in Waitwhile.

• Action
  Add customer note

  Adds a note entry to a Waitwhile customer, optionally tied to a location or visit.

• Action
  Add location

  Creates a new Waitwhile location, optionally copying users, resources, services, data fields and labels from an existing location, and returns the new location record.

• Action
  Add resource

  Creates a resource, such as a staff member or room, at one or more Waitwhile locations and returns the new resource.

• Action
  Add service

  Creates a new service in Waitwhile and makes it available at the locations you choose. Returns the service that was created.

• Action
  Create Customer

  Creates a customer in Waitwhile from their name and contact details, and returns the new customer record.

• Action
  Create or Update a Visit

  Creates a new visit at a Waitwhile location, or updates an existing visit when its id is supplied, and returns the resulting visit.

• Action
  Delete a Visit

  Deletes a visit by its ID.

• Action
  Delete customer

  Deletes a Waitwhile customer by ID.

• Action
  Fetch Customer

  Returns one Waitwhile customer by id, including contact details, tags, locations, last visit information and metadata.

• Action
  Fetch Location

  Returns a single Waitwhile location, with its address, hours, contact details and settings, by its id or short name.

• Action
  Fetch Resource

  Returns one Waitwhile resource, such as a staff member or room, with its availability settings, locations and supported services.

• Action
  Fetch Service

  Returns one Waitwhile service with its name, price, duration, availability settings, hours and locations.

• Action
  Fetch Visit

  Returns a single Waitwhile visit by its id, including the customer's details, its state, timing and any custom data fields.

• Action
  Find User

  Returns up to 100 Waitwhile users whose email address starts with the text you provide.

• Action
  Find visits by criteria

  Returns the visits that match the criteria you specify, such as location, state, tag, customer, service, resource or date range.

• Action
  List booking slots

  Returns the booking slots for a location within a date range, with the capacity, booked spots and available spots of each slot.

• Action
  Search for Customer

  Returns the customers whose name, phone, email or customer identifier starts with the search text, optionally narrowed by location, visit state, tag or date range.

• Action
  Search for User

  Returns the Waitwhile users whose email address starts with the text you provide, up to 100 users.

• Action
  Update customer

  Updates an existing Waitwhile customer's name, contact details, tags, locations or metadata, and returns the updated customer.

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