Agile CRM
CRM & salesUsername & passwordcredential probe
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. Anything not covered by a typed node reaches https://{domain}.agilecrm.com/dev/api through the HTTP node with the same credential.
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
Run your first Agile CRM workflow today.
Create a free workspace, add the connection, pick a template or describe the workflow to Build with AI. Workflow Health checks it before it runs.