Update Contact with Agile CRM API

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Update Contact with the Agile CRM API

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Getting Started#

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

Configure the Update Contact action
1. Connect your Agile CRM account
2. Select a Contact
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Company Name
6. Optional- Configure Email
7. Optional- Configure Phone
8. Optional- Configure Custom Fields
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

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Stripe + 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.

Update Contact on Agile CRM

Description:Update an existing contact in Agile CRM. [See the documentation](https://github.com/agilecrm/rest-api#14-update-properties-of-a-contact-by-id-partial-update)

Version:0.0.3

Key:agile_crm-update-contact

View on GitHub

Code#

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

export default {
  key: "agile_crm-update-contact",
  name: "Update Contact",
  description: "Update an existing contact in Agile CRM. [See the documentation](https://github.com/agilecrm/rest-api#14-update-properties-of-a-contact-by-id-partial-update)",
  version: "0.0.3",
  type: "action",
  props: {
    agileCrm,
    contact: {
      propDefinition: [
        agileCrm,
        "contact",
      ],
    },
    firstName: {
      propDefinition: [
        agileCrm,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        agileCrm,
        "lastName",
      ],
    },
    company: {
      propDefinition: [
        agileCrm,
        "companyName",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        agileCrm,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        agileCrm,
        "phone",
      ],
    },
    customFields: {
      propDefinition: [
        agileCrm,
        "customFields",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      id: this.contact,
      properties: utils.getCustomFieldsProperties(this.customFields),
    };
    if (this.firstName) {
      data.properties.push({
        type: "SYSTEM",
        name: "first_name",
        value: this.firstName,
      });
    }
    if (this.lastName) {
      data.properties.push({
        type: "SYSTEM",
        name: "last_name",
        value: this.lastName,
      });
    }
    if (this.company) {
      data.properties.push({
        type: "SYSTEM",
        name: "company",
        value: this.company,
      });
    }
    if (this.email) {
      data.properties.push({
        type: "SYSTEM",
        name: "email",
        value: this.email,
      });
    }
    if (this.phone) {
      data.properties.push({
        name: "phone",
        value: this.phone,
      });
    }

    const response = await this.agileCrm.updateContact({
      data,
      $,
    });

    $.export("$summary", `Successfully updated contact with ID ${response.id}`);

    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.

Label	Prop	Type	Description
Agile CRM	`agileCrm`	`app`	This component uses the Agile CRM app.
Contact	`contact`	`string`	Select a value from the drop down menu.
First Name	`firstName`	`string`	The contact's first name
Last Name	`lastName`	`string`	The contact's last name
Company Name	`company`	`string`	Name of the company
Email	`email`	`string`	The contact's email address
Phone	`phone`	`string`	The contact's phone number
Custom Fields	`customFields`	`string[]`	Please provide a JSON structure like this per row: `{"name": "Field Name", "value": "Field Value"}`

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.