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Documentation Index

Fetch the complete documentation index at: https://docs.refold.ai/llms.txt

Use this file to discover all available pages before exploring further.

Agile CRM is an API Key based integration and does not require the setup of an app.

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Required Credentials of a Linked Account

To successfully connect with the Agile CRM integration, a Linked Account or an end-user will need to provide the following to connect:
  1. API Key
  2. Email
  3. Domain
To understand how a Linked Account can get the above mentioned credentials, refer below.

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Getting Credentials of Agile CRM

To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below: Connect a Linked Account
  1. Log in to your Agile CRM account and copy your Domain from the URL. Your Login Email is the Email required.
  2. Click on your Profile icon in the top right corner and click on Admin Settings.
Navigation in Trello
  1. Navigate to Developers & API in the side menu > Copy the REST API given. This is the API key.
Getting Credentials The Linked Account or end-user now have all the credentials required to connect with Agile CRM.

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Actions and triggers

In Refold, you can create orchestrations of your use-cases using Agile CRM actions and triggers. Following are the set of Agile CRM actions and triggers supported by Refold.
  1. Create Company - Create a company in Agile CRM.
  2. Update Company - Update a company in Agile CRM.
  1. List Contacts - List all contacts in Agile CRM.
  2. Create Contact - Create a new contact in Agile CRM.
  3. Update Contact - Update a contact in Agile CRM.
  4. Delete Contact - Delete a contact in Agile CRM.
  1. List Deals - List all deals in Agile CRM.
  2. Create Deal - Create a deal in Agile CRM.
  3. Update Deal - Update a deal in Agile CRM.
  1. Create Note For Contact - Create note for a contact in Agile CRM.
  2. Create Note For Deal - Create note for a deal in Agile CRM.
  3. Update Note For Deal - Update note for deal in Agile CRM.
  1. List Tasks - List all tasks in Agile CRM.
  2. Create Task - Create new task in Agile CRM.
  3. Update Task - Update a task in Agile CRM.
  4. Delete Task - Delete a task in Agile CRM.
  1. HTTP Request - Make HTTP API calls to any Agile CRM documented REST APIs.