Keep the pipeline and the help desk in step — and let your assistant update the deal, chase the task and answer the ticket
Agile CRM actions
Ask in plain language — Praxivara picks the right Agile CRM action, runs it, and confirms anything sensitive first.
Lists everyone stored in the CRM, newest first.
Fetches the full record for a single contact or company using its id.
Searches the CRM by free text and returns the matching people or companies.
Finds a contact using their email address.
Finds a contact using their phone number.
Adds a new person, or a new company, to the CRM.
Changes specific fields on a contact or company and leaves everything else alone.
Sets a contact's lead score to a specific number.
Sets the star rating shown on a contact.
Adds one or more tags to a contact.
Removes one or more tags from a contact.
Permanently erases a contact or company from the CRM.
Reassigns a contact to a different user on the team.
Lists the tasks attached to one contact, newest first.
Lists the notes written on one contact.
Lists the calendar events attached to one contact.
Lists the deals linked to one contact.
Lists the companies stored in the CRM.
Lists all the deals in the sales pipeline.
Fetches a single deal by its id.
Creates a new deal in the sales pipeline.
Creates a deal and attaches it to the contact with that email address.
Changes fields on an existing deal without touching the rest.
Removes the link between a deal and specific contacts.
Permanently erases one deal.
Shows the default sales track's deals grouped by stage.
Shows one named sales track's deals grouped by stage.
Lists one sales track's deals as a flat list.
Lists the deals owned by the connected user.
Lists the notes written on one deal.
Writes a note and attaches it to one or more contacts.
Permanently erases one note from a contact.
Writes a note and attaches it to one or more deals.
Edits a note that is already attached to a deal.
Lists every task in the account.
Fetches a single task by its id.
Lists the tasks coming due within a given number of days.
Lists tasks filtered by category, status, priority or owner.
Creates a task in the CRM.
Creates a task and attaches it to the contact with that email address.
Changes fields on an existing task, including marking it done.
Permanently erases one task.
Lists the calendar events falling inside a time window.
Puts a new event on the CRM calendar.
Changes an event already on the CRM calendar.
Permanently erases an event from the CRM calendar.
Lists the sales tracks in the account and the stages each one contains.
Creates a new sales track with the stages you name.
Renames a sales track or changes the stages it contains.
Permanently erases a sales track from the account.
Lists the marketing campaigns set up in the account.
Starts a marketing campaign running against a contact, which sends them real email.
Stops a running marketing campaign for one contact.
Lists the documents attached to a contact.
Attaches a document to a contact or deal by linking to its web address.
Changes a document's name or the address it links to.
Lists the saved help desk views and their ids.
Lists the help desk tickets matching a saved view.
Opens a help desk ticket on a customer's behalf; the customer is emailed about it.
Reads the whole message thread on a help desk ticket.
Adds an internal note, or a reply the customer can see, to a help desk ticket.
Permanently erases a help desk ticket and its entire message thread.
Agile CRM triggers
Events in Agile CRM that can start an automation on their own — no clicks required once you set it up.
Fires when a contact is added in Agile CRM.
Fires when a task is created in Agile CRM.
Fires when a support ticket is raised in Agile CRM.
What you can ask in plain English
No menus, no automation builder to learn. Type it like you'd ask a capable assistant — Praxivara figures out the Agile CRM steps and shows you exactly what it did.
Related integrations
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