CompanyHub, Agile CRM Integrations

Agile CRM
CompanyHub
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Triggers

CompanyHub

Watch New Company

Triggers when a new company has been created.

CompanyHub

Watch New Contact

Triggers when a new contact has been created.

CompanyHub

Watch New Deal

Triggers when a new deal has been created.

CompanyHub

Watch New Quote

Triggers when a quote has been created.

CompanyHub

Watch New Quote Product

Trigger when a new quote product has been created.

CompanyHub

Watch New Record

Triggers when a new record on a specified table has been created.

CompanyHub

Watch New Sales Order

Triggers when a new saler order has been created.

CompanyHub

Watch New Sales Order Product

Triggers when a new sales order product has been created.

Agile CRM

Watch Companies

Triggers when a company is created, updated or viewed.

Agile CRM

Watch Contacts

Triggers when a contact is created, updated or viewed.

Agile CRM

Watch Contact's Tags

Triggers when a new tag is added to the selected contact.

Agile CRM

Watch Deals

Triggers when a deal is created or updated.

Agile CRM

Watch Events

Triggers when a calendar event occurs.

Agile CRM

Watch Tasks

Triggers when a task is created, due, started or completed.

Agile CRM

Watch Tickets

Triggers when a ticket is created or updated.

Actions

CompanyHub

Add a Product on a Quote

Adds a selected product on a quote specified by ID.

CompanyHub

Add a Product on a Sales Order

Adds a selected product on a sales order specified by ID.

CompanyHub

Create a Company

Creates a new company.

CompanyHub

Create a Contact

Creates a new contact.

CompanyHub

Create a Deal

Creates a new deal.

CompanyHub

Create a Quote

Creates a new quote.

CompanyHub

Create a Record

Creates a record in a table specified by name.

CompanyHub

Create a Sales Order

Creates a new sales order.

CompanyHub

Delete a Company

Deletes a company specified by ID.

CompanyHub

Delete a Contact

Deletes a contact specified by ID.

CompanyHub

Delete a Deal

Deletes a deal specified by ID.

CompanyHub

Delete a Quote

Deletes a quote specified by ID.

CompanyHub

Delete a Quote Product

Deletes a selected product of a quote specified by ID.

CompanyHub

Delete a Record

Deletes a record of a specific table specified by ID.

CompanyHub

Delete a Sales Order

Deletes a sales order specified by ID.

CompanyHub

Delete a Sales Order Product

Deletes a sales order product specified by ID.

CompanyHub

Get a Company

Retrieves details of a company specified by ID.

CompanyHub

Get a Contact

Retrieves details of a contact specified by ID.

CompanyHub

Get a Deal

Retrieves details of a deal specified by ID.

CompanyHub

Get a Quote

Retrieves details of a quote specified by ID.

CompanyHub

Get a Quote Product

Retrieves details of a quote product specified by ID.

CompanyHub

Get a Record

Retrieves details of a record of a specific table specified by ID.

CompanyHub

Get a Sales Order

Retrieves details of a sales order specified by ID.

CompanyHub

Get a Sales Order Product

Retrieves details of a sales order product specified by ID.

CompanyHub

Make an API Call

Performs an arbitrary API call.

CompanyHub

Update a Company

Updates a company specified by ID.

CompanyHub

Update a Contact

Updates a contact specified by ID.

CompanyHub

Update a Deal

Updates a deal specified by ID.

CompanyHub

Update a Quote

Updates a quote specified by ID.

CompanyHub

Update a Quote Product

Updates a quote product specified by ID.

CompanyHub

Update a Record

Updates a record in a table specified by name.

CompanyHub

Update a Sales Order

Updates a sales order specified by ID.

CompanyHub

Update a Sales Order Product

Updates a sales order product specified by ID.

Agile CRM

Add a Contact to a Campaign

Adds a contact by email to a selected campaign.

Agile CRM

Add an Event

Adds a new event on the calendar.

Agile CRM

Add a Note

Adds a new note to a ticket, contact or deal.

Agile CRM

Create a Company

Creates a new company.

Agile CRM

Create a Contact

Creates a new contact.

Agile CRM

Create a Deal

Creates a new deal.

Agile CRM

Create a Task

Creates a new task.

Agile CRM

Create a Ticket

Creates a new ticket.

Agile CRM

Delete a Company

Deletes a company.

Agile CRM

Delete a Contact

Deletes a contact.

Agile CRM

Delete a Deal

Deletes a deal.

Agile CRM

Delete an Event

Deletes an event.

Agile CRM

Delete a Task

Deletes a task.

Agile CRM

Delete a Ticket

Deletes a ticket

Agile CRM

Get a Company

Gets the details of a company.

Agile CRM

Get a Contact

Gets the details of a contact.

Agile CRM

Get a Deal

Gets the details of a deal.

Agile CRM

Get an Event

Gets the details of an event.

Agile CRM

Get a Task

Gets the details of a task.

Agile CRM

Get a Ticket

Gets the details of a ticket.

Agile CRM

Make an API Call

Performs an arbitrary authorized API call.

Agile CRM

Update a Company

Updates an existing company.

Agile CRM

Update a Contact

Updates an existing contact.

Agile CRM

Update a Deal

Updates an existing deal.

Agile CRM

Update an Event

Updates an existing event.

Agile CRM

Update a Task

Updates an existing task.

Searches

CompanyHub

Search Companies

Searches for companies.

CompanyHub

Search Contacts

Searches for contacts.

CompanyHub

Search Deals

Searches for deals.

CompanyHub

Search Quote Products

Searches for a quote products.

CompanyHub

Search Quotes

Searches for quotes.

CompanyHub

Search Records

Searches for records in a table specified by name.

CompanyHub

Search Sales Orders

Searches for sales orders.

CompanyHub

Search Sales Orders Products

Searches for sales order products.

Agile CRM

Get All Messages in a Ticket

Retrieves all messages within a specified ticket.

Agile CRM

List Companies

Retrieves a list of all companies.

Agile CRM

List Contacts

Retrieves a list of all contacts.

Agile CRM

List Deals

Retrieves a list of all deals.

Agile CRM

List Events

Retrieves a list of all events.

Agile CRM

List Tasks

Retrieves a list of the tasks by given filter parameters.

Agile CRM

List Tickets

Retrieves a list of all tickets.

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