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← Agile CRM

Create Contact Note with Agile CRM API

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Create Contact Note with the Agile CRM API
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Getting Started

Create a workflow to Create Contact Note with the Agile CRM API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Contact Note action
    1. Connect your Agile CRM account
    2. Select one or more Contacts
    3. Configure Subject
    4. Optional- Configure Description
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

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Create Contact Note with Agile CRM API on New Submission (Instant) from Jotform API
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Create Contact Note with Agile CRM API on New Custom Webhook Events from Stripe API
Stripe + Agile CRM
 
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Create Contact Note with Agile CRM API on New Scheduled Tasks from Pipedream API
Pipedream + Agile CRM
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Contact Note on Agile CRM
Description:Adds a note to a contact. [See the documentation](https://github.com/agilecrm/rest-api#41-create-a-note-and-relate-that-to-contacts-)
Version:0.0.1
Key:agile_crm-create-contact-note

Code

import agileCrm from "../../agile_crm.app.mjs";

export default {
  key: "agile_crm-create-contact-note",
  name: "Create Contact Note",
  description: "Adds a note to a contact. [See the documentation](https://github.com/agilecrm/rest-api#41-create-a-note-and-relate-that-to-contacts-)",
  version: "0.0.1",
  type: "action",
  props: {
    agileCrm,
    contacts: {
      propDefinition: [
        agileCrm,
        "contact",
      ],
      type: "string[]",
      label: "Contacts",
      description: "An array of contact identifiers to add the note to",
    },
    subject: {
      propDefinition: [
        agileCrm,
        "noteSubject",
      ],
    },
    description: {
      propDefinition: [
        agileCrm,
        "noteDescription",
      ],
    },
  },
  async run({ $ }) {
    const contacts = Array.isArray(this.contacts)
      ? this.contacts
      : JSON.parse(this.contacts);

    const response = await this.agileCrm.createContactNote({
      data: {
        contact_ids: contacts,
        subject: this.subject,
        description: this.description,
      },
      $,
    });

    if (response) {
      $.export("$summary", `Successfully added note to ${contacts.length} contact${contacts.length === 1
        ? ""
        : "s"}`);
    }

    return response;
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
Agile CRMagileCrmappThis component uses the Agile CRM app.
Contactscontactsstring[]Select a value from the drop down menu.
Subjectsubjectstring

The subject of the note

Descriptiondescriptionstring

The description of the note

Authentication

Agile CRM uses API keys for authentication. When you connect your Agile CRM account, Pipedream securely stores the keys so you can easily authenticate to Agile CRM APIs in both code and no-code steps.

  • You may access the API Key from Admin Settings -> API & Analytics -> API Key.
  • Your username is the email address you use to log into Agile CRM.
  • If your Agile CRM URL is https://12345678.agilecrm.com/, your domain is 12345678.

About Agile CRM

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

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