Integration

Connect Pipedream to Agile CRM

When something happens in Pipedream, 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.

Pipedream2 triggersPipedream34 actionsAgile CRM10 triggersAgile CRM63 actions

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Everything your agent can do with Pipedream and Agile CRM

Triggers and actions 12 triggers · 97 actions

Trigger
New account
Fires when a new app account appears in the project.
Trigger
New project
Fires when a new project is created in the workspace.
Action
Create account
Connect an app account on behalf of an end user.
Action
Create connect token
Create a short-lived token that lets an end user connect an account.
Action
Create project
Create a new project in your Pipedream workspace.
Action
Delete account
Disconnect and remove a single connected account.
Action
Delete deployed trigger
Remove a deployed trigger so it stops emitting events.
Action
Delete project
Permanently remove a project from your workspace.
Action
Delete user
Remove an end user and all of their connected accounts.
Action
Deploy trigger
Deploy a trigger for an end user so it starts emitting events.
Action
Get account
Retrieve the details of a single connected account.
Action
Get action
Retrieve the definition of a single action.
Action
Get app
Retrieve the details of a single app in Pipedream's catalog.
Action
Get component
Retrieve the definition of a single component.
Action
Get deployed trigger
Retrieve the details of a single deployed trigger.
Action
Get project
Retrieve the details of a single project.
Action
Get trigger
Retrieve the definition of a single trigger.
Action
List accounts
List the app accounts your end users have connected in a project.
Action
List accounts for user
List the accounts a specific end user has connected.
Action
List actions
Browse the actions available to run for a project's apps.
Action
List apps
Browse the apps available in Pipedream's integration catalog.
Action
List components
Browse the components available in a project.
Action
List deployed triggers
List the triggers currently deployed in a project.
Action
List projects
List the projects in your Pipedream workspace.
Action
List trigger events
Retrieve the recent events emitted by a deployed trigger.
Action
List triggers
Browse the triggers available to deploy for a project's apps.
Action
List users
List the end users who have connected accounts in a project.
Action
Proxy GET request
Send an authenticated GET request to a connected app's API on behalf of an end user.
Action
Proxy PATCH request
Send an authenticated PATCH request to a connected app's API on behalf of an end user.
Action
Proxy POST request
Send an authenticated POST request to a connected app's API on behalf of an end user.
Action
Proxy PUT request
Send an authenticated PUT request to a connected app's API on behalf of an end user.
Action
Run action
Run an app action on behalf of an end user and return its result.
Action
Set trigger webhook
Send a deployed trigger's events to one webhook address, replacing any addresses it currently sends to.
Action
Update deployed trigger
Change the configuration of a deployed trigger.
Action
Update project
Change the name or settings of an existing project.
Action
Validate connect token
Check whether a Connect token is still valid.
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.

Each app on its own

The other way round: Agile CRM to Pipedream