Agile CRM

Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform.

10 actions Integration catalog

Connect Agile CRM once you're in Boring.

01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Create Contact or CompanyAGILE_CRM_CREATE_CONTACT_OR_COMPANY

Create a person contact with optional tags and scoring, or a company, with common and tenant custom properties.

Create DealAGILE_CRM_CREATE_DEAL

Create a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.

Delete Contact or CompanyAGILE_CRM_DELETE_CONTACT_OR_COMPANY

Permanently delete one person contact or company by numeric ID.

Delete DealAGILE_CRM_DELETE_DEAL

Permanently delete one deal by its numeric Agile CRM ID.

Get Contact or CompanyAGILE_CRM_GET_CONTACT_OR_COMPANY

Get one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.

Get DealAGILE_CRM_GET_DEAL

Get one deal by its numeric Agile CRM ID; return null when the deal does not exist.

List ContactsAGILE_CRM_LIST_CONTACTS

Return one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.

List DealsAGILE_CRM_LIST_DEALS

Return one creation-ordered page of deals, with a cursor for the next page when more deals exist.

Update Contact or CompanyAGILE_CRM_UPDATE_CONTACT_OR_COMPANY

Add or replace selected properties on one person contact or company without replacing properties that are not included.

Update DealAGILE_CRM_UPDATE_DEAL

Partially update selected fields of an existing deal without replacing fields that are not supplied.