Agile CRM

Use the Agile CRM node to automate work in Agile CRM, and integrate Agile CRM with other applications. Mosaic Workflows has built-in support for a wide range of Agile CRM features, including creating, getting, updating and deleting companies, contracts, and deals.

On this page, you'll find a list of operations the Agile CRM node supports and links to more resources.

Credentials

Refer to Agile CRM credentials for guidance on setting up authentication.

Basic Operations

  • Company
    • Create a new company
    • Delete a company
    • Get a company
    • Get all companies
    • Update company properties
  • Contact
    • Create a new contact
    • Delete a contact
    • Get a contact
    • Get all contacts
    • Update contact properties
  • Deal
    • Create a new deal
    • Delete a deal
    • Get a deal
    • Get all deals
    • Update deal properties