What do you want to automate

with Refiner and Agile CRM?

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

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

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Add Score to Contact with Agile CRM API on New Segment Entry from Refiner API
Refiner + Agile CRM
 
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Add Score to Contact with Agile CRM API on New Survey Completion from Refiner API
Refiner + Agile CRM
 
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Add Tags to Contact with Agile CRM API on New Segment Entry from Refiner API
Refiner + Agile CRM
 
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Add Tags to Contact with Agile CRM API on New Survey Completion from Refiner API
Refiner + Agile CRM
 
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Create Company with Agile CRM API on New Segment Entry from Refiner API
Refiner + Agile CRM
 
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New Segment Entry from the Refiner API

Emit new event whenever a user enters a segment in Refiner. See the documentation

 
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New Survey Completion from the Refiner API

Emit new event whenever a user completes a survey in Refiner. See the documentation

 
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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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New Ticket from the Agile CRM API

Emit new event when a new ticket is created

 
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Identify User with the Refiner API

Identify a user with user ID or email. If the user does not exist, a new one will be created. See the documentation

 
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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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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 Company with the Agile CRM API

Create a new company in Agile CRM. See the documentation

 
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Track Event with the Refiner API

Tracks a user event in Refiner. See the documentation

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

Connect Refiner

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    refiner: {
      type: "app",
      app: "refiner",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.refiner.io/v1/account`,
      headers: {
        Authorization: `Bearer ${this.refiner.$auth.api_key}`,
      },
    })
  },
})

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}`,
      },
    })
  },
})

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