← Agile CRM

New Task from Agile CRM API

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New Task from the Agile CRM API
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Getting Started

Trigger a workflow on New Task with Agile CRM API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the New Task trigger
    1. Connect your Agile CRM account
    2. Configure timer
    3. Optional- Configure Max API Requests per Execution
  2. Add steps to connect to 1200+ APIs using code and no-code building blocks
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Send Message with Discord Webhook API on New Task from Agile CRM API
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Create Multiple Records with Airtable API on New Task from Agile CRM API
Agile CRM + Airtable
 
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Chat with OpenAI (ChatGPT) API on New Task from Agile CRM API
Agile CRM + OpenAI (ChatGPT)
 
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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.

New Task on Agile CRM
Description:Emit new event when a new task is created
Version:0.0.3
Key:agile_crm-new-task

Code

import common from "../common/base.mjs";

export default {
  ...common,
  key: "agile_crm-new-task",
  name: "New Task",
  description: "Emit new event when a new task is created",
  version: "0.0.3",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.agileCrm.listTasks.bind(this);
    },
    generateMeta(task) {
      return {
        id: task.id,
        summary: task.subject,
        ts: task.created_time,
      };
    },
  },
};

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.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Max API Requests per ExecutionmaxRequestsinteger

The maximum number of API requests to make per execution (e.g., multiple requests are required to retrieve paginated results).

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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Triggers

New Contact from the Agile CRM API

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Actions

Create Contact with the Agile CRM API

Create a new contact in Agile CRM. See the docs here

 
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Create Task with the Agile CRM API

Create a new task in Agile CRM. See the docs here

 
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Create Ticket with the Agile CRM API

Create a new ticket in Agile CRM. See the docs here

 
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Update Contact with the Agile CRM API

Update an existing contact in Agile CRM. See the docs here

 
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Update Contact with the Agile CRM API

Update an existing contact in Agile CRM. See the docs here

 
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