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with Agile CRM and Connectwise PSA?

Prompt, edit and deploy AI agents that connect to Agile CRM, Connectwise PSA and 2,500+ other apps in seconds.

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Add Score to Contact with Agile CRM API on New Contact Created from Connectwise PSA API
Connectwise PSA + Agile CRM
 
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Add Score to Contact with Agile CRM API on New Project Created from Connectwise PSA API
Connectwise PSA + Agile CRM
 
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Add Score to Contact with Agile CRM API on New Ticket Created from Connectwise PSA API
Connectwise PSA + Agile CRM
 
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Add Tags to Contact with Agile CRM API on New Contact Created from Connectwise PSA API
Connectwise PSA + Agile CRM
 
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Add Tags to Contact with Agile CRM API on New Project Created from Connectwise PSA API
Connectwise PSA + Agile CRM
 
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New Contact Created from the Connectwise PSA API

Emit new event when a new contact is created in Connectwise.

 
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New Project Created from the Connectwise PSA API

Emit new event when a new project is created in Connectwise.

 
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New Ticket Created from the Connectwise PSA API

Emit new event when a new ticket is created in Connectwise.

 
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New Contact from the Agile CRM API

Emit new event when a new contact is created

 
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New Task from the Agile CRM API

Emit new event when a new task is created

 
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Add Score to Contact with the Agile CRM API

Used to change the score of a contact. See the documentation

 
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Create Company with the Connectwise PSA API

Creates a new company in Connectwise. See the documentation

 
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Add Tags to Contact with the Agile CRM API

Adds a tag or tags to an existing contact. See the documentation

 
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Create Contact with the Connectwise PSA API

Creates a new contact in Connectwise. See the documentation

 
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Create Company with the Agile CRM API

Create a new company in Agile CRM. See the documentation

 
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Integrate the Agile CRM API with the Connectwise PSA API
Setup the Agile CRM API trigger to run a workflow which integrates with the Connectwise PSA API. Pipedream's integration platform allows you to integrate Agile CRM and Connectwise PSA remarkably fast. Free for developers.

Overview of Agile CRM

The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.

Connect Agile CRM

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    agile_crm: {
      type: "app",
      app: "agile_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.agile_crm.$auth.domain}.agilecrm.com/dev/api/contacts`,
      auth: {
        username: `${this.agile_crm.$auth.username}`,
        password: `${this.agile_crm.$auth.api_key}`,
      },
    })
  },
})

Overview of Connectwise PSA

ConnectWise PSA (Professional Services Automation) API offers a powerful avenue for managing business processes related to technology services. By integrating with ConnectWise PSA via Pipedream, developers can automate complex workflows, synchronize data across various platforms, and enhance operational efficiencies. This API allows for control over modules like service tickets, project management, and account management, essentially streamlining operations and making data management more effective.

Connect Connectwise PSA

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    connectwise_psa: {
      type: "app",
      app: "connectwise_psa",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.connectwise_psa.$auth.environment}/v4_6_release/apis/3.0/service/boards`,
      headers: {
        "clientId": `${this.connectwise_psa.$auth.client_id}`,
      },
      auth: {
        username: `${this.connectwise_psa.$auth.company_id}+${this.connectwise_psa.$auth.public_key}`,
        password: `${this.connectwise_psa.$auth.private_key}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo