Connect
Connect with the Linked Account’s Agile CRM account.
Agile CRM is an API Key based integration and does not require the setup of an app.
Required Credentials of a Linked Account
To successfully connect with the Agile CRM integration, a Linked Account or an end-user will need to provide the following to connect:
- API Key
- Domain
To understand how a Linked Account can get the above mentioned credentials, refer below.
Getting Credentials of Agile CRM
To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below:
- Log in to your Agile CRM account and copy your
Domain
from the URL. Your Login Email is theEmail
required. - Click on your Profile icon in the top right corner and click on
Admin Settings
.
- Navigate to
Developers & API
in the side menu > Copy theREST API
given. This is the API key.
The Linked Account or end-user now have all the credentials required to connect with Agile CRM.
Actions and triggers
In Cobalt, you can create orchestrations of your use-cases using Agile CRM actions and triggers. Following are the set of Agile CRM actions and triggers supported by Cobalt.
Company
Company
- Create Company - Create a company in Agile CRM.
- Update Company - Update a company in Agile CRM.
Contacts
Contacts
- List Contacts - List all contacts in Agile CRM.
- Create Contact - Create a new contact in Agile CRM.
- Update Contact - Update a contact in Agile CRM.
- Delete Contact - Delete a contact in Agile CRM.
Deals
Deals
- List Deals - List all deals in Agile CRM.
- Create Deal - Create a deal in Agile CRM.
- Update Deal - Update a deal in Agile CRM.
Notes
Notes
- Create Note For Contact - Create note for a contact in Agile CRM.
- Create Note For Deal - Create note for a deal in Agile CRM.
- Update Note For Deal - Update note for deal in Agile CRM.
Tasks
Tasks
- List Tasks - List all tasks in Agile CRM.
- Create Task - Create new task in Agile CRM.
- Update Task - Update a task in Agile CRM.
- Delete Task - Delete a task in Agile CRM.
Others
Others
- HTTP Request - Make HTTP API calls to any Agile CRM documented REST APIs.
Company
Company
- Create Company - Create a company in Agile CRM.
- Update Company - Update a company in Agile CRM.
Contacts
Contacts
- List Contacts - List all contacts in Agile CRM.
- Create Contact - Create a new contact in Agile CRM.
- Update Contact - Update a contact in Agile CRM.
- Delete Contact - Delete a contact in Agile CRM.
Deals
Deals
- List Deals - List all deals in Agile CRM.
- Create Deal - Create a deal in Agile CRM.
- Update Deal - Update a deal in Agile CRM.
Notes
Notes
- Create Note For Contact - Create note for a contact in Agile CRM.
- Create Note For Deal - Create note for a deal in Agile CRM.
- Update Note For Deal - Update note for deal in Agile CRM.
Tasks
Tasks
- List Tasks - List all tasks in Agile CRM.
- Create Task - Create new task in Agile CRM.
- Update Task - Update a task in Agile CRM.
- Delete Task - Delete a task in Agile CRM.
Others
Others
- HTTP Request - Make HTTP API calls to any Agile CRM documented REST APIs.
There are no triggers in this application.