What actions can I run in Agile CRM?

16 actions are available, including "Get Company", "Get Contact", and "Get Deal", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Agile CRM Integrations

Manage contacts, companies, and deals in Agile CRM. Wire Agile CRM into AI-driven workflows so CRM busywork stops being manual.

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GDPR
Data Encryption
2FA
Local Data Region

Get CompanyReturns a single company by ID.
Get ContactReturns a single contact by ID.
Get DealReturns a single deal by ID.
List CompaniesRetrieves a paginated list of companies.
List ContactsRetrieves a paginated list of contacts.
List DealsRetrieves a paginated list of deals.
Create CompanyCreates a new company.
Create ContactCreates a new contact.
Create DealCreates a new deal.
Delete CompanyDeletes a company.
Delete ContactDeletes a contact.
Delete DealDeletes a deal.
Make an API CallPerforms an arbitrary authorized API call.
Update CompanyPartially updates a company.
Update ContactPartially updates a contact.
Update DealPartially updates a deal.

When to use Agile CRM

Common scenarios where Agile CRM automation saves time and reduces manual work.

Run "Get Company" in Agile CRM from any upstream event — map fields once and let the automation handle the rest.
Automate "Get Contact" in Agile CRM as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Get Deal" from Agile CRM with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Frequently asked questions

Common questions about automating Agile CRM in your workflows.

Agile CRM has no triggers, but it provides 16 actions including "Get Company", "Get Contact", and "Get Deal". Pair them with triggers from other apps to automate Agile CRM tasks.

Agile CRM Integrations

When to use Agile CRM

Frequently asked questions

Agile CRM Integrations

When to use Agile CRM

Connect Agile CRM to any app in workflows

Frequently asked questions

Connect Agile CRM to any app in workflows

Connect Agile CRM to any app in workflows

Connect Agile CRM to any app in workflows

Agile CRM Integrations

Agile CRM triggers and actions

When to use Agile CRM

Frequently asked questions

What triggers does Agile CRM support?

What actions can I run in Agile CRM?

Do I need to write code to automate this?

Is the integration secure?

Agile CRM Integrations

Agile CRM triggers and actions

When to use Agile CRM

Connect Agile CRM to any app in workflows

Frequently asked questions

What triggers does Agile CRM support?

What actions can I run in Agile CRM?

Do I need to write code to automate this?

Is the integration secure?

Connect Agile CRM to any app in workflows

Connect Agile CRM to any app in workflows

Connect Agile CRM to any app in workflows