What do you want to automate
with Agile CRM and Ramp (Sandbox)?
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Popular Ways to Connect Agile CRM with Ramp (Sandbox)#
Popular Agile CRM and Ramp (Sandbox) Triggers#
Emit new event for each new transaction created in Ramp.
Emit new event when there is a change in transaction status.
Emit new event when the status of a transfer payment changes
Popular Agile CRM and Ramp (Sandbox) Actions#
Used to change the score of a contact. See the documentation
Sends out an invite for a new user. See the documentation
Adds a tag or tags to an existing contact. See the documentation
Creates a new virtual card for a given user. See the documentation
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#
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 Ramp (Sandbox)#
The Ramp (Sandbox) API provides programmatic access to manage corporate cards and spending in a controlled environment, ideal for testing and development. With this API on Pipedream, developers can automate financial operations, synchronize accounting data, and streamline expense management workflows. Leveraging Pipedream's capabilities, users can integrate Ramp with other services to enhance financial visibility, automate reconciliation processes, and trigger actions based on spending activities.
Connect Ramp (Sandbox)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
ramp_sandbox: {
type: "app",
app: "ramp_sandbox",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://demo-api.ramp.com/developer/v1/business`,
headers: {
Authorization: `Bearer ${this.ramp_sandbox.$auth.oauth_access_token}`,
},
})
},
})
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