> ## 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.

# Connect

> Connect with the Linked Account's Agile CRM account.

<Note>
  Agile CRM is an **API Key** based integration and does not require the setup of an app.
</Note>

### 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

<Info>
  To understand how a Linked Account can get the above mentioned credentials, refer below.
</Info>

### Getting Credentials of Agile CRM

To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below:

<img height="200" src="https://mintcdn.com/cobalt-55/USIhqTKu3QZXm8QM/images/Agilecrm/agile_config.png?fit=max&auto=format&n=USIhqTKu3QZXm8QM&q=85&s=b640f9e0935d45c6f8d2f5599751e97c" alt="Connect a Linked Account" data-path="images/Agilecrm/agile_config.png" />

1. Log in to your [Agile CRM account](https://my.agilecrm.com/enter-domain?to=login) 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`.

<img height="200" src="https://mintcdn.com/cobalt-55/USIhqTKu3QZXm8QM/images/Agilecrm/agile_navigation.png?fit=max&auto=format&n=USIhqTKu3QZXm8QM&q=85&s=cd6a630c98a2b4c79a03b679454285c9" alt="Navigation in Trello" data-path="images/Agilecrm/agile_navigation.png" />

4. Navigate to `Developers & API` in the side menu > Copy the `REST API` given. This is the API key.

<img height="200" src="https://mintcdn.com/cobalt-55/USIhqTKu3QZXm8QM/images/Agilecrm/agile_credentials.png?fit=max&auto=format&n=USIhqTKu3QZXm8QM&q=85&s=37afcf6e4735ff800e1b508ae46b4c9c" alt="Getting Credentials" data-path="images/Agilecrm/agile_credentials.png" />

The Linked Account or end-user now have all the credentials required to connect with Agile CRM.

#### 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.

<Tabs>
  <Tab title="Actions">
    <AccordionGroup>
      <Accordion title="Company">
        1. **Create Company** - Create a company in Agile CRM.
        2. **Update Company** - Update a company in Agile CRM.
      </Accordion>

      <Accordion title="Contacts">
        3. **List Contacts** - List all contacts in Agile CRM.
        4. **Create Contact** - Create a new contact in Agile CRM.
        5. **Update Contact** - Update a contact in Agile CRM.
        6. **Delete Contact** - Delete a contact in Agile CRM.
      </Accordion>

      <Accordion title="Deals">
        7. **List Deals** - List all deals in Agile CRM.
        8. **Create Deal** - Create a deal in Agile CRM.
        9. **Update Deal** - Update a deal in Agile CRM.
      </Accordion>

      <Accordion title="Notes">
        10. **Create Note For Contact** - Create note for a contact in Agile CRM.
        11. **Create Note For Deal** - Create note for a deal in Agile CRM.
        12. **Update Note For Deal** - Update note for deal in Agile CRM.
      </Accordion>

      <Accordion title="Tasks">
        13. **List Tasks** - List all tasks in Agile CRM.
        14. **Create Task** - Create new task in Agile CRM.
        15. **Update Task** - Update a task in Agile CRM.
        16. **Delete Task** - Delete a task in Agile CRM.
      </Accordion>

      <Accordion title="Others">
        17. **HTTP Request** - Make HTTP API calls to any Agile CRM documented REST APIs.
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Triggers">
    There are no triggers in this application.
  </Tab>
</Tabs>