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Agile CRM API Essential Guide

Aug 17, 20246 minute read

What type of API does Agile CRM provide?

Agile CRM provides a REST API for integration with third-party applications. The key points are:

  1. Agile CRM's REST API supports JSON as the data format.

  2. Agile CRM offers API documentation and client libraries for various programming languages including PHP, Java, JavaScript, C#, Ruby, NodeJS, iOS, and Python.

  3. The API uses an API key for authentication.

  4. Agile CRM's REST API allows developers to interact with various CRM objects including Contacts, Campaigns, Deals, Tasks, and more.

  5. In addition to the REST API, Agile CRM also provides ready-to-use components like landing page APIs, popup APIs, and widget APIs for common front-end functionality.

  6. The API documentation and resources are available on GitHub and are regularly updated.

Does the Agile CRM API have webhooks?

Yes, the official Agile CRM API does support webhooks. Here are the key points about Agile CRM's webhook functionality:

Webhook Support

Agile CRM provides webhook integration, allowing you to receive instant web notifications when events occur in your Agile CRM account.

Configurable Events

You can subscribe to events for the following modules:

  • Contact
  • Deal

Webhook Configuration

To set up a webhook:

  1. Create a webhook endpoint (a URL on your server that will receive the notifications).
  2. Enter the address of your webhook endpoint in the Agile CRM admin settings.
  3. Click "Save" to configure your endpoint.

Webhook Data

When an event occurs, Agile CRM will make an HTTP POST request to your specified endpoint. The POST request will contain two data fields with JSON-encoded information about the event.

Best Practices

  1. Ensure your endpoint can handle the incoming webhook data securely.
  2. Implement proper error handling and logging for your webhook endpoint.
  3. Consider implementing authentication for your webhook endpoint to ensure the requests are coming from Agile CRM.

Summary

Agile CRM's webhook functionality allows for real-time integration with third-party applications, enabling you to receive instant notifications for contact and deal-related events. This feature can be particularly useful for automating workflows and keeping external systems in sync with your CRM data.

Rate Limits and other limitations

Here are the key points about the API Rate Limits for Agile CRM's API:

Rate Limits

  • Free Plan: 100 API calls per day
  • Starter Plan: 1,000 API calls per day
  • Regular Plan: 5,000 API calls per day
  • Professional Plan: 10,000 API calls per day
  • Enterprise Plan: 20,000 API calls per day [1]

Key Considerations

  • The rate limits are designed to prevent abuse and ensure stability of the service [1]
  • Limits are based on the plan level, with higher tier plans allowing more API calls per day
  • The limits reset daily

Best Practices

  • Monitor your API usage to stay within the limits for your plan
  • Consider upgrading to a higher tier plan if you need more API capacity
  • Optimize your API calls to make efficient use of your daily limit
  • Use caching where possible to reduce the number of API calls needed

The rate limits are clearly defined based on the Agile CRM plan level, ranging from 100 calls per day on the Free plan up to 20,000 calls per day on the Enterprise plan. Developers should be aware of these limits and design their integrations accordingly to avoid hitting the limits.

Latest API Version

Based on the search results provided, here are the key points regarding the most recent version of the Agile CRM API:

  1. The Agile CRM API is a REST API that allows developers to integrate Agile CRM with other applications and systems [3][5].

  2. The API documentation is extensive and provides clear instructions on how to use the APIs [5].

  3. The API supports webhooks, enabling developers to receive real-time notifications when certain events occur in Agile CRM [5].

  4. The API rate limits are designed to prevent abuse and ensure the stability of the service [5].

  5. Developers can use the Agile CRM API to access and manage data, automate tasks, and extend the functionality of Agile CRM [5].

  6. The API is well-documented and easy to use, making it a valuable tool for developers who want to integrate Agile CRM with other applications and systems [5].

  7. Agile CRM provides API documentation for various programming languages, including JavaScript, PHP, Java, C#, Ruby, Node.js, Python, and iOS SDK [1].

  8. The API endpoints are accessible at https://{domain}.agilecrm.com/dev/ [3].

  9. Authentication for API requests is done using the user's email and API key [3].

Unfortunately, the search results do not provide specific information about the most recent version number of the Agile CRM API. However, it's worth noting that Agile CRM regularly updates its API library [1]. To get the most up-to-date information on the latest version, it would be best to check the official Agile CRM API documentation or contact their support team directly.

How to get a Agile CRM developer account and API Keys?

To get a developer account for Agile CRM to create an API integration, you can follow these steps:

  1. Sign up for an Agile CRM account:

    • Go to the Agile CRM website (www.agilecrm.com).
    • Click on the "Start with FREE account" button to create a free account for up to 10 users.
  2. Access the API documentation:

    • Once logged in, navigate to the API documentation section, which provides comprehensive information on Agile CRM's APIs.
  3. Obtain your API key:

    • From your Agile CRM dashboard, click on your name/icon in the top right corner.
    • Select "Admin Settings".
    • In the left-hand menu, click on "Developers & API".
    • In the API Key section, you will find your REST API key and JavaScript API key for Analytics Tracking.

What can you do with the Agile CRM API?

Based on the search results, here are the key data models you can interact with using the Agile CRM API, along with what is possible for each:

Contacts

  • Create new contacts
  • Update existing contacts
  • Add tags to contacts
  • Add scores to contacts
  • Add notes to contacts
  • Retrieve contact information
  • Sync contacts with other systems

Companies

  • Create new companies
  • Update existing companies
  • Associate contacts with companies

Deals

  • Create new deals
  • Update existing deals
  • Add notes to deals
  • Track deal stages in sales pipeline
  • Associate deals with contacts/companies

Tasks

  • Create new tasks
  • Update existing tasks
  • Associate tasks with contacts/deals

Tickets

  • Create new support tickets
  • Update existing tickets
  • Associate tickets with contacts

Notes

  • Add notes to contacts, deals, etc.
  • Update existing notes

Email

  • Send automated emails
  • Track email opens, clicks, etc.
  • Create email templates

Marketing Campaigns

  • Create and manage marketing campaigns
  • Set up automation workflows
  • Track campaign performance

Custom Fields

  • Create custom fields for contacts, deals, etc.
  • Update custom field values

Tags

  • Add/remove tags from contacts, deals, etc.
  • Use tags for segmentation

Scoring

  • Update lead/contact scores

Reporting

  • Generate reports on contacts, deals, tasks, etc.

Integrations

  • Sync data with other apps and services

The API allows for comprehensive management of customer data and interactions across sales, marketing and support functions. Key capabilities include creating/updating records, associating different entities, tracking activities, and leveraging automation features.