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Visit Agile CRM Agile CRM is an all-in-one CRM platform with sales, marketing, and service automation tools designed for small and medium businesses.
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See how to connect Agile CRM to ... Triggers available for Agile CRM on Stepper
New Contact
Triggers when a new contact is added in Agile CRM.
New Deal
Triggers when a new deal is added in Agile CRM.
New Task
Triggers when a new task is added in Agile CRM.
New Event
Triggers when a new event is created in Agile CRM.
New Ticket
Triggers when a new ticket is added in Agile CRM.
- 1 parameters
- Ticket Filter
New Tag on Contact
Triggers when a tag is added to a contact in Agile CRM.
Changed Deal Milestone
Triggers when a deal reaches a specific milestone you choose.
- 1 parameters
- Track / Milestone
Actions available for Agile CRM on Stepper
Create Contact
Creates a new contact in Agile CRM.
- 12 parameters
- First Name
- Last Name
- Email
- Phone
- Tags
- Company
- Address
- City
- State
- Zip Code
- Country
- Website
Create or Update Contact
Updates a contact by email address, or creates a new one if not found.
- 12 parameters
- Contact Email
- First Name
- Last Name
- Company
- Phone
- Tags
- Address
- City
- State
- Zip Code
- Country
- Website
Create Company
Creates a new company in Agile CRM.
- 2 parameters
- Company Name
- Company URL
Create Deal
Creates a new deal in Agile CRM.
- 8 parameters
- Name
- Value
- Track
- Track / Milestone
- Contact Email
- Close Date
- Description
- Probability (%)
Create Task
Creates a new task in Agile CRM.
- 5 parameters
- Subject
- Task Type
- Priority
- Contact Email
- Due Date
Create Event
Creates a new event in Agile CRM.
- 4 parameters
- Title
- Priority
- Start Time
- End Time
Add Note
Adds a note to a contact in Agile CRM.
- 3 parameters
- Contact Email
- Subject
- Description
Add Tag to Contact
Adds one or more tags to a contact by email in Agile CRM.
- 2 parameters
- Contact Email
- Tags
Add Score to Contact
Adds a score value to a contact in Agile CRM.
- 2 parameters
- Contact Email
- Score
Add to Campaign
Subscribes a contact to a campaign workflow in Agile CRM.
- 2 parameters
- Campaign
- Subscriber Email
Create Ticket
Creates a new help desk ticket in Agile CRM.
- 7 parameters
- Requester Email
- Subject
- Priority
- Assignee
- Message
- CC Emails
- Status
Find Contact
Finds a contact by email address.
- 1 parameters
- Email Address
Make HTTP Request
Make an HTTP request to any URL with full control over method, headers, and body.