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This application needs additional settings. Please follow the documentation below to create your connection. |
The Agile CRM integrator. Designed to work with data inside the application.']module[/tooltip]s allow you to watch, create, update, list, and delete the contacts, companies, deals, tickets, and tasks in your Agile CRM account.
Prerequisites
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An Agile CRM account
In order to use Agile CRM with Boost.space Integrator, it is necessary to have an Agile CRM account. You can use your Google account or create an Agile CRM account at my.agilecrm.com/register.
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The module dialog fields that are displayed in bold (in the Boost.space Integrator scenario, not in this documentation article) are mandatory! |
To connect your Agile CRM account to Boost.space Integrator you need to obtain the API Key from your Agile CRM account and insert it in the Create a connection dialog in the Boost.space Integrator module.
1. Log in to your Agile CRM account and open your Dashboard.
2. Click your Profile Icon > Admin Settings > Developers & API.

3. Copy the REST API Key to your clipboard.

4. Go to Boost.space Integrator and open the Agile CRM module’s Create a connection dialog.

5. In the Connection name field, enter a name for the connection.
6. In the Domain field, enter your domain name. For example, if your web browser URL address is https://xyz.agilecrm.com/
then your domain is xyz
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7. In the Agile CRM Email Address field, enter your registered email address.
8. In the API Key field, enter the API key copied in step 3 and click Continue.
The connection has been established.
Triggers when a contact is created, updated or viewed.
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Select the option to watch the contacts:
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Enter the maximum number of contacts Boost.space Integrator should return during one scenario execution cycle. |
Triggers when a new tag is added to the selected contact.
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Select the Contact ID whose tags you want to watch. |
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Enter the maximum number of contacts Boost.space Integrator should return during one scenario execution cycle. |
Retrieves a list of all contacts.
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Enter the maximum number of contacts Boost.space Integrator should return during one scenario execution cycle. |
Gets the details of a contact.
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Select the Contact ID whose details you want to retrieve. |
Creates a new contact.
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Enter the first name of the contact. |
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Enter the last name of the contact. |
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Enter the email address of the contact. |
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Enter the company name to which the contact belongs to. |
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Enter the street address of the contact. |
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Enter the city name. |
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Enter the state name. |
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Enter the zip code of the area. |
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Enter the country name. |
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Enter the work phone number of the contact. |
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Enter the home phone number of the contact. |
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Add the keywords as tags to filter the contact when searching. |
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Enter the lead score or star value of the contact. |
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Enter the lead score of the contact. |
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Enter the URL address to the contact’s profile image. |
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Enter the URL address of the contact’s or the contact’s company website. |
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Enter the URL address of the contact’s or contact’s Youtube website. |
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Enter the URL address of the contact’s or contact’s LinkedIn website. |
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Enter the URL address of the contact’s or the contact’s Twitter website. |
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Add the custom fields:
Enter the field name
Enter the field value. |
Updates an existing contact.
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Select the Contact ID whose details you want to update. |
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Enter the first name of the contact. |
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Enter the last name of the contact. |
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Enter the email address of the contact. |
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Enter the company name to which the contact belongs to. |
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Enter the street address of the contact. |
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Enter the city name. |
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Enter the state name. |
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Enter the zip code of the area. |
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Enter the country name. |
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Enter the work phone number of the contact. |
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Enter the home phone number of the contact. |
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Add the keywords as tags to filter the contact when searching. |
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Enter the lead score or star value of the contact. |
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Enter the lead score of the contact. |
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Enter the URL address to the contact’s profile image. |
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Enter the URL address of the contact’s or contact’s company website. |
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Enter the URL address of the contact’s or contact’s Youtube website. |
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Enter the URL address of the contact’s or contact’s LinkedIn website. |
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Enter the URL address of the contact’s or contact’s Twitter website. |
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Add the custom fields:
Enter the field name
Enter the field value. |
Deletes a contact.
Connection |
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Contact ID |
Select the Contact ID you want to delete. |
Adds a contact by email to a selected campaign.
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Select the Campaign ID to which you want to add the campaign. |
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Select the contact’s email address you want to add to the campaign. |
Triggers when a company is created, updated, or viewed.
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Select the option to watch the companies:
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Enter the maximum number of the companies Boost.space Integrator should return during one scenario execution cycle. |
Retrieves a list of all the companies.
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Enter the maximum number of the companies Boost.space Integrator should return during one scenario execution cycle. |
Gets the details of the company.
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Select the Company ID whose details you want to retrieve. |
Creates a new company.
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Enter the name of the company. |
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Add the company email addresses:
Select the email address type:
Enter the email address. |
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Enter the company’s phone number. |
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Enter the street address where the company is located. |
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Enter the city name. |
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Enter the state name. |
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Enter the zip code of the area. |
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Enter the country name. |
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Add the company websites:
Select the website type:
Enter the company’s website address. |
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Add the keywords as tags to filter the company when searching. |
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Enter the star value of the company. |
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Enter the lead score of the company. |
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Add the custom fields:
Enter the field name.
Enter the field value. |
Updates an existing company.
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Select the Company ID you want to update. |
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Enter the name of the company. |
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Add the company email addresses:
Select the email address type:
Enter the email address. |
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Enter the company’s phone number. |
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Enter the street address where the company is located. |
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Enter the city name. |
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Enter the state name. |
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Enter the zip code of the area. |
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Enter the country name. |
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Add the company websites:
Select the website type:
Enter the company’s website address. |
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Add the keywords as tags to filter the company when searching. |
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Enter the star value of the company. |
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Enter the lead score of the company. |
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Add the custom fields:
Enter the field name.
Enter the field value. |
Deletes a company.
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Select the Company ID you want to delete. |
Triggers when a new deal is created, or updated.
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Select the option to watch the deals:
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Enter the maximum number of the deals Boost.space Integrator should return during one scenario execution cycle. |
Retrieves a list of all the deals.
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Enter the maximum number of the deals Boost.space Integrator should return during one scenario execution cycle. |
Gets the details of a deal.
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Select the Company ID whose details you want to retrieve. |
Creates a deal.
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Enter the name of the deal. |
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Enter the revenue expected from the deal. |
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Enter the probability of winning the deal. |
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Enter the date when the deal closes. |
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Select the option to track the deal progress. |
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Select the milestone of the deal:
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Enter the Deal Source ID from where you got the deal. |
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Select the Contact IDs for the deal. |
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Enter the details of the deal. |
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Add the custom data:
Enter the name of the data.
Enter the value. |
Updates an existing deal.
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Select the Deal ID you want to update. |
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Enter the name of the deal. |
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Enter the revenue expected from the deal. |
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Enter the probability of winning the deal. |
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Enter the date when the deal closes. |
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Select the option to track the deal progress. |
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Select the milestone of the deal:
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Enter the Deal Source ID from where you got the deal. |
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Select the Contact IDs for the deal. |
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Enter the details of the deal. |
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Add the custom data:
Enter the name of the data.
Enter the value. |
Deletes a deal.
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Select the Company ID you want to delete. |
Triggers when a task is created, due, started, or completed.
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Select the option to watch the tasks:
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Select the criteria of the tasks you want to watch:
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Select whether you want to watch the pending tasks:
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Enter the Owner ID whose tasks you want to watch. |
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Enter the maximum number of the tasks Boost.space Integrator should return during one scenario execution cycle. |
Retrieves a list of the tasks by given filter parameters.
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Enter the maximum number of the tasks Boost.space Integrator should return during one scenario execution cycle. |
Gets the details of a task.
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Select the Task ID whose details you want to retrieve. |
Creates a new task.
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Enter the task details. |
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Select the task type:
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Select the priority of the task:
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Select the status of the task:
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Enter the date by which the task must be completed. |
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Enter the time remaining for completing the task. |
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Select the Owner ID who owns the task. |
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Enter the details of the task. |
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Select the Contact IDs for the task. |
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Select the Deal IDs associated with the task. |
Updates an existing task.
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Select the Task ID you want to update. |
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Enter the task details. |
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Select the task type:
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Select the priority of the task:
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Select the status of the task:
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Enter the date by which the task must be completed. |
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Enter the time remaining for completing the task. |
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Select the Owner ID who owns the task. |
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Enter the details of the task. |
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Select the Contact IDs for the task. |
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Select the Deal IDs associated with the task. |
Deletes a task.
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Select the Task ID you want to delete. |
Retrieves a list of all the events.
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Enter the maximum number of the events Boost.space Integrator should return during one scenario execution cycle. |
Gets the details of an event.
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Select the Event ID whose details you want to retrieve. |
Adds a new event on the calendar.
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Enter a name for the event. |
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Select the event priority:
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Enter the event start date and time. |
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Enter the date and time when the event ends. |
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Enter the details of the event. |
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Enter the Owner ID who owns the event. |
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Select the Contact IDs for the event. |
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Select the Deal ID associated with the event. |
Updates an existing event.
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Select the Event ID whose details you want to update. |
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Enter a name for the event. |
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Select the event priority:
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Enter the event start date and time. |
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Enter the date and time when the event ends. |
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Enter the details of the event. |
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Enter the Owner ID who owns the event. |
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Select the Contact IDs for the event. |
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Select the Deal ID associated with the event. |
Deletes an event.
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Select the Event ID you want to delete. |
Triggers when a ticket is created or updated.
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Select the option to watch the tickets:
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Select the option to filter the tickets you want to watch:
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Enter the maximum number of the tickets Boost.space Integrator should return during one scenario execution cycle. |
Retrieves a list of all the tickets.
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Enter the maximum number of the tickets Boost.space Integrator should return during one scenario execution cycle. |
Gets the details of a ticket.
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Select the Ticket ID whose details you want to retrieve. |
Creates a new ticket.
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Select the email address of the person who is requesting the information. |
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Enter the subject line of the ticket. |
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Select the user to whom the ticket is assigned. |
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Select the priority of the task:
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Select the ticket type:
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Select the ticket status:
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Enter the email address who should be informed about the ticket. |
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Enter any additional information about the ticket for the assignees. |
Deletes a ticket.
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Select the Ticket ID you want to delete. |
Retrieves all messages within a specified ticket.
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Select the option for the ticket:
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Select the option to retrieve the messages in a ticket:
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Select the Ticket ID whose messages you want to retrieve. |
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Enter the maximum number of the tickets Boost.space Integrator should return during one scenario execution cycle. |
Adds a new note to a ticket contact or deal.
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Select the option to add the note:
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Select the option for the ticket:
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Select the Ticket ID to which you want to add the note. |
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Select the Contact IDs to which you want to add the note. |
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Select the Deal IDs to which you want to add the note. |
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Enter the note text. |
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Select the note type:
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Enter the subject line of the note. |
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Enter the note text. |
Performs an arbitrary authorized API call.
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Enter a path relative to
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Select the HTTP method you want to use: GETto retrieve information for an entry. POSTto create a new entry. PUTto update/replace an existing entry. PATCHto make a partial entry update. DELETEto delete an entry. |
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Enter the desired request headers. You don’t have to add authorization headers; we already did that for you. |
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Enter the request query string. |
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Enter the body content for your API call. |
The following API call returns all the deals of the current user from their Agile CRM account:
URL:/opportunity/my/deals
Method:GET

Matches of the search can be found in the module’s Output under Bundle > Body > collection > opportunity. In our example, 3 deals were returned:

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