Connect CrewForm and Relate

Both apps 33CrewForm 11Relate 22

• Trigger
  AI Agent Task Failed

  Triggers when a CrewForm AI agent task fails.

• Action
  Add agent

  Creates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose.

• Action
  Delete agent

  Deletes an AI agent from your CrewForm workspace.

• Action
  Delete task

  Deletes a task from your CrewForm workspace.

• Action
  Get agent

  Returns a single CrewForm agent by its id, including its model, prompt and settings.

• Action
  Get task

  Returns a single CrewForm task by its id, including its title, status, priority, assigned agent and results.

• Action
  List agents

  Returns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings.

• Action
  List tasks

  Returns the tasks in your CrewForm workspace, newest first, optionally only those with a given status.

• Action
  Send Task to AI Agent

  Creates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task.

• Action
  Update agent

  Updates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed.

• Action
  Update task

  Updates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata.

• Trigger
  Contact Created

  Triggers when a new contact is added in Relate.

• Trigger
  Entry Created

  Triggers when a new entry is added to a Relate list or process.

• Trigger
  Entry Updated

  Triggers when an entry in a Relate list or process is added or changed.

• Trigger
  New Recorded Meeting

  Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

• Trigger
  Note Created

  Triggers when a new note is added in Relate.

• Trigger
  Organization Created

  Triggers when a new organization is added in Relate.

• Action
  Create Contact

  Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

• Action
  Create Note

  Creates a note on an organization in Relate, optionally linked to a deal.

• Action
  Create Organization

  Creates an organization in Relate from a name and/or website domain.

• Action
  Delete Contact

  Deletes a Relate contact.

• Action
  Delete Note

  Deletes a note in Relate.

• Action
  Delete Organization

  Deletes a Relate organization.

• Action
  Find Contact

  Finds a contact in Relate by email address or phone number and returns the first match.

• Action
  Find Entry From Organization Process

  Finds an organization's entry in a Relate process by organization ID.

• Action
  Find Note

  Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

• Action
  Find Organization

  Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

• Action
  Get Contact

  Returns one Relate contact by its ID.

• Action
  Get Organization

  Returns one Relate organization by its ID.

• Action
  Get Recording

  Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

• Action
  Update Contact

  Updates a Relate contact's name or email addresses.

• Action
  Update Note

  Updates a note's text or linked deal in Relate.

• Action
  Update Organization

  Updates a Relate organization's name or domains.

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