Agile CRM, MOCO Integrations

Agile CRM
MOCO
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Triggers

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.

MOCO

Watch New Activity INSTANT

Triggers when a new activity is created.

MOCO

Watch New Company INSTANT

Triggers when a new company is created.

MOCO

Watch New Contact INSTANT

Triggers when a new contact is created.

MOCO

Watch New Expense INSTANT

Triggers when a new expense is created.

MOCO

Watch New Invoice INSTANT

Triggers when a new invoice is created.

MOCO

Watch New Lead INSTANT

Triggers when a new lead is created.

MOCO

Watch New Offer INSTANT

Triggers when a new offer is created.

MOCO

Watch New Presence INSTANT

Triggers when a new presence is created.

MOCO

Watch New Project INSTANT

Triggers when a new project is created.

MOCO

Watch New User INSTANT

Triggers when a new user is created.

Actions

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.

MOCO

Create a Comment

Creates a new comment.

MOCO

Create a Company

Creates a new company.

MOCO

Create a Contact

Creates a new contact.

MOCO

Create a Lead

Creates a new lead.

MOCO

Create an Invoice

Creates a new invoice.

MOCO

Create an Invoice Payment

Creates a new invoice payment.

MOCO

Create a Presence

Creates a new presence.

MOCO

Create a Project

Creates a new project.

MOCO

Create a Project Expense

Creates a new project expense.

MOCO

Create a Purchase

Creates a new purchase.

MOCO

Create a Task on a Project

Creates a new task on the selected project.

MOCO

Create a User

Creates a new user.

MOCO

Delete a Comment

Deletes the selected comment.

MOCO

Delete an Invoice Payment

Deletes the selected invoice payment.

MOCO

Delete a Presence

Deletes the selected presence.

MOCO

Delete a Project Expense

Deletes an existing project expense. Deletions are only possible if this entry is not yet billed.

MOCO

Delete a Project Task

Deletes an existing project task. Deleting a task on a project is only possible as long as no hours were tracked on this task.

MOCO

Delete a Purchase

Deletes the selected purchase. It's possible only if the status is pending and no payments have been registered.

MOCO

Delete a User

Deletes the selected user. Deleting a staff member is only possible if no hours are billed already.

MOCO

Get a Comment

Returns information about the selected comment.

MOCO

Get a Company

Returns information about the selected company.

MOCO

Get a Contact

Returns information about the selected contact.

MOCO

Get a Lead

Returns information about the selected lead.

MOCO

Get an Invoice

Returns information about the selected invoice.

MOCO

Get an Invoice Payment

Returns information about the selected invoice payment.

MOCO

Get a Presence

Returns information about the selected presence.

MOCO

Get a Project

Returns information about the selected project.

MOCO

Get a Project Expense

Returns information about the selected project expense.

MOCO

Get a Project Task

Returns information about the selected project task.

MOCO

Get a Purchase

Returns information about the selected purchase.

MOCO

Get a Purchase Category

Returns information about the selected purchase category.

MOCO

Get a User

Returns information about the selected user.

MOCO

Make an API Call

Performs an arbitrary authorized API call.

MOCO

Update a Comment

Updates the selected comment.

MOCO

Update a Company

Updates the selected company.

MOCO

Update a Contact

Updates the selected contact.

MOCO

Update a Lead

Updates the selected lead.

MOCO

Update an Invoice Payment

Updates the selected invoice payment.

MOCO

Update an Invoice Status

Updates status of the selected invoice.

MOCO

Update a Presence

Updates the selected presence.

MOCO

Update a Project

Updates the selected project.

MOCO

Update a Project Expense

Updates the selected project expense. Updates are only possible if this entry is not yet billed.

MOCO

Update a Project Task

Updates the selected project task.

MOCO

Update a Purchase Status

Updates status of the selected purchase.

MOCO

Update a User

Updates the selected user.

Searches

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.

MOCO

List Comments

Lists all existing comments.

MOCO

List Companies

Lists all existing companies.

MOCO

List Contacts

Lists all existing contacts.

MOCO

List Invoice Payments

Lists all existing invoice payments.

MOCO

List Invoices

Lists all existing invoices.

MOCO

List Leads

Lists all existing leads.

MOCO

List Presences

Lists all presences.

MOCO

List Project Expenses

Lists all existing project expenses.

MOCO

List Projects

Lists all existing projects.

MOCO

List Project Tasks

Lists all existing project tasks.

MOCO

List Purchase Categories

Lists all purchase categories.

MOCO

List Purchases

Lists all existing purchases.

MOCO

List Users

Lists all existing users.

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