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Agile CRM

To create, get, delete and/or update contacts or tickets in your Agile CRM account.

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Introduction

Agile CRM (Customer Relationship Management) is an All-in-One CRM with Sales, Service automation, and Marketing in a single platform.

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 and 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.

Version Supported

Please note that the latest version of the Agile CRM integration node that you should use is v1.7.

Pre-requisites

To enable Agile CRM node:

  • 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.

  • Tenant needs an account with Agile CRM.

  • This integration is available only in the cloud version of Webex Connect.

Node Configuration

Drag-and-drop the node on to the visual flow builder and double-click the node to configure it.

  1. Select the required Method Name from the drop-down list box. The following methods are supported currently:

    • Create a ticket- Allows to create a ticket using the requester email ID .
    • Get all tickets- Allows to retrieve all the tickets with the unique identification number of the ticket.
    • Delete a ticket- Allows to delete a ticket with specific identification number of the ticket.
    • Creating a contact- Allows to create a contact with customer’s personal details such as first name, last name, email, address, zipcode etc.
    • Get contact by ID- Allows to search the contact by contact ID.
    • Update properties of a contact by ID- Allows to update the properties of a contact by unique ID of the contact.
    • Delete single contact- Allows to delete a single contact by specifying the unique identification number of the contact.

  2. 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.

  3. 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.

  4. 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.

  1. 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).
  1. 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.

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

Version

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

Version

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

Version

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

Version

Start Value
Lead Score
Tags

First Name

  • Specifies the customer’s First Name

Last Name

  • Specifies the customer’s last name

Email

  • 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

Version

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

Version

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

Version

Contact ID

  • Specifies the unique identification number of the contact
noneonDeleteSingleContactSuccess
onDeleteSingleContactFailure

Method Name - Get all Filter IDs

Input Variables

Output Variables

Node Outcomes

Version

responsePayload

  • Contains all the response JSON payload
onGetAllFilterIDsSuccess
onGetAllFilterIDsError

Updated 8 months ago