Search Contacts and Companies
agile_crm.search
ActionCRM & salesconnection required
Calls the Agile CRM API with the connection's credentials.
Search the account by keyword across every default field and every searchable custom field.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- Username & password
- Providers
- Agile CRM
- Secret shape
- {"email": "…", "api_key": "…"}
- Config it needs
- domain, base_url
- Resolved by
- config.connection_id, else node.connection_id
Configuration
3 fields, 1 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
query The keyword to search for. | string | Yes | — | — | acme |
entity_type Whether to search people or companies. | string | No | PERSON | one of "PERSON", "COMPANY" | — |
page_size How many records to return in one page of results. | number | No | 25 | ≥ 1 | — |
Example configuration
Every value below is the contract’s own example or default — nothing invented.
{
"entity_type": "PERSON",
"page_size": 25,
"query": "acme"
}Output
One shape.
result
| Field | Type | Example |
|---|---|---|
items The records on this page, as Agile CRM returned them. | array | — |
count How many records this page carried. | number | — |
next_cursor The cursor from the last row, empty when this was the final page. | string | — |
{
"count": 0,
"items": [],
"next_cursor": ""
}See Search Contacts and Companies run in a workflow.
In a technical demo we add the Agile CRM connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.