Agile CRM
Manage Agile CRM contacts, companies and deals over the /dev/api REST API.
OCNORA ships 10 typed Agile CRM operations. Each node has a schema-driven form, input and output tables beside its settings, and is pre-flighted by Workflow Health before your first real run. Endpoints not covered by a typed node are called at https://{domain}.agilecrm.com/dev/api through the HTTP node with the same credential.
Before you connect Agile CRM
- Authentication
- Username & password
- Credential
- {"email": "…", "api_key": "…"}
- Connection test
- Available: the stored credential can be checked against the provider when you add it. This is not a record that a test was run or passed.
What you can do with Agile CRM
Operations, grouped by what they do to your data.
Create and send 3
Read and search 4
Update 2
Delete and cancel 1
A sample Agile CRM workflow
- 1A core triggerStart the run from a chat, form, manual, schedule, webhook, workflow trigger — no Agile CRM trigger is needed.
- 2Get Contactagile_crm.get_contactReturn one contact or company record by its numeric id.
- 3Create Companyagile_crm.create_companyCreate a company record; Agile CRM stores companies on the contacts endpoint with a COMPANY type.
An outline built from this provider’s node contracts, not a recorded run. Each step’s output fields are available to the next in the field picker.
Every node below has a reference page: what it does, the connection it needs, its config fields with types, constraints and examples, and the shapes it emits.
Operations 10
- Create CompanyCreate a company record; Agile CRM stores companies on the contacts endpoint with a COMPANY type.agile_crm.create_company
- Create ContactCreate a person contact from the common fields, plus any extra property rows the account defines.agile_crm.create_contact
- Create DealCreate a deal and optionally attach it to existing contacts.agile_crm.create_deal
- Delete ContactDelete one contact or company record by its numeric id.agile_crm.delete_contact
- Get ContactReturn one contact or company record by its numeric id.agile_crm.get_contact
- List ContactsReturn a page of contacts, ordered by when they were created.agile_crm.list_contacts
- List DealsReturn a page of deals, ordered by when they were created.agile_crm.list_deals
- Search Contacts and CompaniesSearch the account by keyword across every default field and every searchable custom field.agile_crm.search
- Update ContactAdd or replace property values on an existing contact; Agile CRM cannot delete a property this way, and leaves every other field alone.agile_crm.update_contact
- Update DealChange fields on an existing deal, leaving every field not named here as it was.agile_crm.update_deal
Agile CRM questions
- How does OCNORA authenticate with Agile CRM?
- With a stored Username & password credential, shaped {"email": "…", "api_key": "…"}. A connection test can check it when you add it.
- What can I automate with Agile CRM?
- 10 typed operations, each with a reference page listing its config fields and the shapes it emits.
- What if the Agile CRM operation I need is not listed?
- Call https://{domain}.agilecrm.com/dev/api from the HTTP node with the same credential, or describe the step to the AI builder, which asks our team for a typed node when one is missing.
- Are there templates that use Agile CRM?
- Not yet. Start from a blank workflow, or describe the workflow to Build with AI.
- How are Agile CRM calls controlled?
- Every call and every run step is audited, runs count against the execution budget, and Workflow Health pre-flights the workflow when you save it.
See your first Agile CRM workflow run.
Book a technical demo. We add the connection, pick a template or describe the workflow to Build with AI, and Workflow Health checks it before it runs.