Agile CRM, Zoom Integrations

Agile CRM
Zoom
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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.

Zoom

Watch Chat Channels INSTANT

Triggers when a channel event occurs.

Zoom

Watch Chat Messages INSTANT

Triggers when a chat message is sent, updated, replied or deleted.

Zoom

Watch Meetings INSTANT

Triggers when a meeting event occurs.

Zoom

Watch Phone Calls INSTANT

Triggers when a phone call event occurs.

Zoom

Watch Recordings INSTANT

Triggers when a recording event occurs.

Zoom

Watch Webinars INSTANT

Triggers when a webinar event occurs.

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 by ID

Gets the details of a contact by ID.

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.

Zoom

Add a Meeting Registrant

Registers a participant for a meeting.

Zoom

Add a Webinar Registrant

Registers a participant for a webinar.

Zoom

Add Webinar Panelists

Registers multiple panelists for a webinar.

Zoom

Create a Meeting

Creates a meeting for a user.

Zoom

Create a Webinar

Creates a webinar for a user.

Zoom

Delete a Cloud Recording

Removes a recording from a meeting or webinar.

Zoom

Delete a Meeting

Removes a meeting by its ID. Occurrences of a recurring meeting can be removed by the occurrence ID.

Zoom

Delete a Webinar

Removes a webinar for a user.

Zoom

Download a Cloud Recording

Downloads a Cloud Recording by its URL and token.

Zoom

End a Meeting

Ends a meeting for a user.

Zoom

Get a Meeting

Retrieves the details of a meeting.

Zoom

Get a Webinar

Retrieves the details of a webinar.

Zoom

Make an API Call

Performs an arbitrary authorized API call.

Zoom

Remove a Webinar Panelist

Removes a single panelist from a webinar.

Zoom

Send a Chat Message

Sends a chat message to a channel or a contact.

Zoom

Update a Meeting

Updates the details of a meeting.

Zoom

Update a Webinar

Updates the details of a webinar.

Zoom

Update Meeting Registrants Status

Updates registrants status for a meeting.

Zoom

Update Webinar Registrants Status

Updates registrants status for a webinar.

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.

Zoom

List Call Logs

Lists call logs of a user within a month.

Zoom

List Cloud Recordings

Searches cloud recordings from a meeting or a webinar.

Zoom

List Meeting Registrants

Lists all registrants of a meeting.

Zoom

List Meetings

Lists all meetings, optionally by category.

Zoom

List Phone Numbers

Lists all phone numbers owned by the user.

Zoom

List Webinar Panelists

Lists all panelists of a webinar.

Zoom

List Webinar Registrants

Lists all registrants of a webinar.

Zoom

List Webinars

Lists all webinars of a user.

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