Connect OpenAI to Agile CRM

Both apps 147OpenAI 74Agile CRM 73

• Trigger
  New batch

  List your organization's batches.

• Trigger
  New file

  Returns a list of files.

• Trigger
  New model

  Lists the currently available models.

• Trigger
  New vector store

  Returns a list of vector stores.

• Trigger
  New video

  List recently generated videos for the current project.

• Action
  Cancel batch

  Cancels an in-progress batch.

• Action
  Cancel run

  Cancels a run that is in_progress.

• Action
  Cancel vector store file batch

  Cancel a vector store file batch.

• Action
  Content moderation

  Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API.

• Action
  Count input tokens

  Returns input token counts of the request.

• Action
  Create assistant

  Create an assistant with a model and instructions.

• Action
  Create chat completion

  Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply.

• Action
  Create completion

  Creates a completion for the provided prompt and parameters.

• Action
  Create embedding

  Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small).

• Action
  Create message

  Create a message.

• Action
  Create run

  Create a run.

• Action
  Creates and executes a batch from an uploaded file of requests

  Creates and executes a batch from an uploaded file of requests

• Action
  Create thread

  Create a thread.

• Action
  Create thread and run

  Create a thread and run it in one request.

• Action
  Create vector store

  Create a vector store.

• Action
  Create vector store file

  Create a vector store file by attaching a File to a vector store.

• Action
  Create vector store file batch

  Create a vector store file batch.

• Action
  Create video edit job

  Create a new video generation job by editing a source or existing generated video.

• Action
  Create video extension

  Create an extension of a completed video.

• Action
  Create video generation job

  Create a new video generation job from a prompt and optional reference assets.

• Action
  Create video remix

  Create a remix of a completed video using a refreshed prompt.

• Action
  Delete assistant

  Delete an assistant.

• Action
  Delete eval run

  Delete an eval run.

• Action
  Delete file

  Delete a file and remove it from all vector stores.

• Action
  Delete message

  Deletes a message.

• Action
  Delete thread

  Delete a thread.

• Action
  Delete vector store

  Delete a vector store.

• Action
  Delete vector store file

  Delete a vector store file (removes from store, file itself not deleted).

• Action
  Delete video

  Permanently delete a completed or failed video and its stored assets.

• Action
  Download video content

  Download the generated video bytes or a derived preview asset.

• Action
  Edit image

  Creates an edited or extended image given one or more source images and a prompt.

• Action
  Generate image

  Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data.

• Action
  Generate speech

  Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes.

• Action
  Get assistant

  Retrieves an assistant.

• Action
  Get batch

  Retrieves a batch.

• Action
  Get file

  Returns information about a specific file.

• Action
  Get file content

  Returns the contents of the specified file.

• Action
  Get message

  Retrieve a message.

• Action
  Get model

  Retrieves a model instance.

• Action
  Get run

  Retrieves a run.

• Action
  Get run step

  Retrieves a run step.

• Action
  Get thread

  Retrieves a thread.

• Action
  Get vector store

  Retrieves a vector store.

• Action
  Get vector store file

  Retrieves a vector store file.

• Action
  Get vector store file batch

  Retrieves a vector store file batch.

• Action
  Get vector store file content

  Retrieve the parsed contents of a vector store file.

• Action
  Get video

  Fetch the latest metadata for a generated video.

• Action
  List conversation items

  List all items for a conversation with the given ID.

• Action
  List files

  Lists files that have been uploaded to your OpenAI account.

• Action
  List messages

  Returns a list of messages for a given thread.

• Action
  List models

  Lists the models currently available to your account.

• Action
  List runs

  Returns a list of runs belonging to a thread.

• Action
  List run steps

  Returns a list of run steps belonging to a run.

• Action
  List vector store file batch files

  Returns a list of vector store files in a batch.

• Action
  List vector store files

  Returns a list of vector store files.

• Action
  OpenAI agent message

  Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations.

• Action
  Retrieve response

  Retrieves a previously created model response by its Response ID.

• Action
  Search vector store

  Search a vector store for relevant chunks based on a query and filter.

• Action
  Send model a message

  Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations.

• Action
  Submit tool outputs to run

  Submit tool outputs when a run requires action.

• Action
  Transcribe audio

  Transcribes audio into the input language.

• Action
  Translate audio

  Translates audio into English.

• Action
  Update assistant

  Modifies an assistant.

• Action
  Update message

  Modifies a message.

• Action
  Update run

  Modifies a run.

• Action
  Update thread

  Modifies a thread.

• Action
  Update vector store

  Modifies a vector store.

• Action
  Update vector store file attributes

  Update attributes on a vector store file.

• Action
  Upload file

  Upload a file that can be used across various endpoints.

• 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.

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