Agile CRM
Use this node to create, get, delete and/or update contacts or tickets in your Agile CRM account.
Webex Connect offers a pre-built integration node for Agile CRM to make it easier for you to create, view, delete, and/or update tickets or contacts in your Agile CRM account.
This node needs to be enabled for your account and is not available by default. Please contact your account manager in case you wish to enable it for your account.
Node Configuration
Drag-and-drop the node on to the visual flow builder and double-click the node to configure it.
Please note that the latest version of the Agile CRM integration node that you should use is v1.7.
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Select the required Method Name from the drop-down list box. The following methods are supported currently:
- Create a ticket
- Get all tickets
- Delete a ticket
- Creating a contact
- Get contact by ID
- Update properties of a contact by ID
- Delete single contact
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Select add new authorization if you're using this node for the first time. You can select an existing authorization in case you've used this node in the past and have saved authorization credentials.
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If you select the option to add new authorization, you will be asked to provide a name for this authorization to be able to reuse it later on. In addition, you need to provide the username and password of your Agile CRM account to complete the authorization.
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Once the authorization has been completed, add the request parameters such as 'REQUESTER NAME', 'REQUESTER NAME', 'SUBJECT', 'PRIORITY', etc. for the 'Create a ticket' method and click save.
- You can see the data that this node generates under the Output Variables section. These variables are available for use in subsequent nodes. (Ref: right panel in the below image).
- You can see the list of possible node outcomes for various methods supported by this node under the 'Node Outcomes' section. Examples include, 'Success', 'Error', 'OnTimeout', etc.
How to get Agile CRM node enabled
Agile CRM node needs to be enabled for your Webex Connect tenant and is not available by default. Please contact your account manager in case you wish to enable it for your account.
Note
This integration is available only in the cloud version of Webex Connect
Methods and Outcomes
Here’s a brief description of various methods, and corresponding output variables and node outcomes associated with each of the methods.
Method Name - Create a Ticket
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| Requester Name Specifies the name of the requester Requester Email Specifies the email address of the requester Subject Specifies the subject of a ticket Priority Specifies the nature of the ticket based on the content Status Specifies the status of the ticket Group ID Specifies the group unique identification number HTML Text CC * Specifies the status of the ticket Labels | id Contains the unique identification number of the ticket groupID Contains the group unique identification number assigned_to_group requester_name Contains the name of the requester requester_email Contains the email address of the requester contactID Contains the unique identification number of the contact subject Contains the subject of a ticket cc_emails Contains the cc email address created_time Contains the time at which of ticket is created last_updated_time Contains the time at which of ticket was last updated last_updated_by Contains the name of the user who has updated the ticket last_customer_replied_time first_notes_text last_reply_text is_compressed status Contains the status for the ticket priority Contains the nature of the ticket based on the content source created_by Contains the name of the user who has created the ticket user_replies_count no_of_reopens attachements_exists is_favourite is_spam requester_ip_address html_text entity_type isPrivate contact_id Contains the unique identification number of the contact contact_type contact_properties_type contact_properties_name dueOn createdOn Contains the date on which of ticket is created lastUpdatedOn Contains the date on which of ticket is last updated attachements_existsString is_favouriteString stringTicketID closedOn Contains the date on which of ticket was closed statusName priorityName soruceFrom responsePayload * Contains all the response JSON payload | onCreateticketFailure onCreateticketSuccess |
Method Name - Get all Ticket
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| Filter ID * Specifies the unique identification number of the filter | id Contains the unique identification number of the ticket groupID Contains the group unique identification number group_group_name Contains the name of the group group_group_email Contains the email address of the group assigned_to_group Contains the details of the assignee group assigneeID Contains the unique identification number of the assignee assignee_time assignee_id Contains the unique identification number of the assignee assignee_domain assignee_email Contains the email address of the assignee assignee_phone Contains the phone number of the assignee assignee_name Contains the name of the assignee assignee_pic Contains the picture of the assignee assignee_schedule_id requester_name Contains the name of the requester requester_email Contains the email address of the requester contactID Contains the unique identification number of the contact subject Contains the subject of a ticket status Contains the status for the ticket priority Contains the nature of the ticket based on the content source type source created_by Contains the name of the user who has created the ticket no_of_reopens html_text contact_id Contains the unique identification number of the contact contact_type responsePayload Contains all the response JSON payload | onGetAllTicketsFailure onGetAllTicketsSuccess |
Method Name - Delete a Ticket
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| Ticket ID * Specifies the unique identification number of the ticket | status * Contains the status for the ticket | onDeleteTicketFailure onDeleteTicketSuccess |
Method Name - Creating a Contact
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| Start Value Lead Score Tags First Name Specifies the customer’s First Name Last Name Specifies the customer’s last name Specifies the email address of the user Address Specifies the address of the user City Specifies the city of the user State Specifies the name of state in which the user currently in Zip Code Specifies the zip code of the user Country Specifies the name of country in which the user currently in | id Contains the unique identification number of the contact type created_time Contains the time on which the record is created. This is in the UTC format responsePayload * Contains all the response JSON payload | onCreateContactFailure onCreateContactSuccess |
Method Name - Get Contact by ID
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| Contact ID * Specifies the unique identification number of the contact | id Contains the unique identification number of the contact type created_time Contains the time on which the record is created. This is in the UTC format updated_time Contains the time on which the record is updated. This is in the UTC format star_value lead_score contact_company_id owner_id Contains the unique identification number of the owner owner_email Contains the email address of the owner owner_phone Contains the phone number of the owner owner_name Contains the name of the owner responsePayload Contains all the response JSON payload | onGetContactByIDSuccess onGetContactByIDFailure |
Method Name - Update Properties of a Contact by ID
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| ID First Name | id Contains the unique identification number of the contact created_time Contains the time on which the record is created. This is in the UTC format updated_time Contains the time on which the record is updated. This is in the UTC format entity_type responsePayload Contains all the response JSON payload | onUpdatePropertiesOfContactByIDSuccess onUpdatePropertiesOfContactByIDFailure |
Method Name - Delete Single Contact
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| Contact ID * Specifies the unique identification number of the contact | none | onDeleteSingleContactSuccess onDeleteSingleContactFailure |
Method Name - Get all Filter IDs
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| responsePayload * Contains all the response JSON payload | onGetAllFilterIDsSuccess onGetAllFilterIDsError |
Updated about 1 year ago