Triggers

New Board

Data sent to Agile CRM, when the user creates a new board.

New List

Data sent to Agile CRM, when the user creates a new list on the board.

New Card

Data sent to Agile CRM, when the user creates a new card in the list of the board.

New Activity

Data sent to Agile CRM, when the user performs any activity.

Actions

Add Score to Contact

Add Score to a Contact in the AgileCRM.

Add Event

Create event an event in Agile CRM

Create Company

Create a New Company

Create or Update Contact

Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

Create Deal

Create a deal in the Agile CRM.

Create Task

Create a Task for the Contact.

Create Case

Create a Case in Agile CRM.

Add Tag to Contact

Add Tag to a Contact in the Agile CRM.

Add Note

Add a Note to the Contact.

Create Contact

Creates New Contact in the Agile CRM.

Add to Campaign

Subscribe to a Campaign.