AI agents for Agile CRM

Find contacts or companies

Searches contacts (people) or companies by a keyword matched against their default fields (name, email, phone, company) and searchable custom fields.

Get a contact or company

Reads one contact or company by its ID.

Get a contact by email

Reads the contact that has an email address.

List deals

Lists deals in one track (pipeline, from List tracks), or in the default track (0) or all tracks (1), newest first.

List a contact's deals

Lists the deals related to a contact.

List tracks

Lists the deal tracks (pipelines) and their milestones.

List a contact's notes

Lists the notes on a contact or company.

List tasks

Lists tasks, optionally only pending ones, filtered by one criterion: category (CALL, EMAIL, MEETING …), status (YET_TO_START, IN_PROGRESS, COMPLETED) or priority (HIGH, NORMAL, LOW).

Create a contact

Creates a contact (person) with a first name and optionally last name, email, phone, company name, title, the company record it works for, tags, lead score and star rating.

Update a contact

Adds or changes properties of a contact or company by its ID: names, email, phone, company name or title (an email or phone with the same subtype is replaced).

Create a company

Creates a company with a name and optionally a website, phone and email.

Create a deal

Creates a deal with a name, expected value and milestone (named exactly as in the track, like Proposal), optionally in a track, with a probability, close date, description and related contacts.

Update a deal

Changes a deal by its ID: move it to another milestone (exact name, like Won or Lost) or track, or change its name, expected value, probability, close date or description.

Add a note to contacts

Adds a note with a subject and text to one or more contacts or companies.

Add a note to deals

Adds a note with a subject and text to one or more deals.

Create a task

Creates a task with a subject, type (CALL, EMAIL, FOLLOW_UP, MEETING, MILESTONE, SEND, TWEET or OTHER), priority.