Integration

Connect DocuPipe to Agile CRM

When something happens in DocuPipe, your agent does the next thing in Agile CRM. Describe it in plain language and the automation is built, tested on every branch and kept running.

DocuPipe1 triggerDocuPipe15 actionsAgile CRM10 triggersAgile CRM63 actions

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What do you want DocuPipe and Agile CRM to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with DocuPipe and Agile CRM

Triggers and actions 11 triggers · 78 actions

Trigger
Document Processed
Triggers when a document finishes parsing and OCR is complete.
Action
Add schema
Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.
Action
Analyze document
Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with.
Action
Classify Document
Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.
Action
Delete document
Removes a document from your DocuPipe account.
Action
Delete schema
Removes an extraction schema from your DocuPipe account.
Action
Extract Data From Document
Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.
Action
Find documents by criteria
Finds documents in your DocuPipe account whose file name or document ID matches what you search for.
Action
Get Document
Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.
Action
Get Extraction Result
Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.
Action
Get schema
Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.
Action
List documents
Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.
Action
List extractions
Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.
Action
List schemas
Returns the extraction schemas in your DocuPipe account.
Action
Upload and Extract Data
Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.
Action
Upload Document
Sends a file to DocuPipe to be read and turned into a document you can extract data from.
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.

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The other way round: Agile CRM to DocuPipe