Agile CRM Node JS API

Agile CRM is a new breed CRM software with sales and marketing automation.

Table of contents

NPM Install

Requirements

API's details

1 Contact

• 1 To get a contact by email
• 2 To get a contact by contact ID
• 3 To create a contact
• 4 To update a contact
• 5 To delete a contact
• 6 To update tags to a contact
• 7 To delete tags to a contact
• 8 Change owner of a contact

2. Deal

• 1 To get a deal by deal ID
• 2 To get deals by contact id
• 3 To create a deal
• 4 To update a deal
• 5 To delete a deal
• 6 Get deal source

3. Note

• 1 Create a note to a contact
• 2 Update a note to a contact
• 3 Get note by contact ID
• 4 Delete a note by contact ID and note ID

4. Task

• 1 Create a task to a contact
• 2 Create a task to a contact by email ID
• 3 Update a task to a contact
• 4 Get a task by task ID
• 5 Delete a task by task ID

5. Dynamic Filter

• 1 Get contacts by property
• 2 Get contacts or companies by tag
• 3 Get companies by property

NPM Agile CRM Installation

  $ npm install agile_crm

Requirements

1. Two files required agilecrm.js and test.js OR

2. Setting Domain Name and API Key

In the above image, API Key is present at the "API & Analytics" tab at https://mycompany.agilecrm.com/#analytics-code.

    Domain Name : mycompany
    API Key     : myagilecrmapikey

So you have to update your

    var AgileCRMManager = require("./agilecrm.js");
    var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
    var success = function (data) {
    console.log(data);
   	console.log("hello");
    };
    var error = function (data) {
    console.log(data);
      };

API's details

###1. Contact

1.1 To get a contact by email

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
obj.contactAPI.getContactByEmail('[email protected]', success, error);

1.2 To get a contact by contact ID

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
obj.contactAPI.getContactById('5736096881180672', success, error);

1.3 To create a contact

Acceptable request Representation:

{
    "star_value": "4",
    "lead_score": "92",
    "tags": [
        "Lead",
        "Likely Buyer"
    ],
    "properties": [
        {
            "type": "SYSTEM",
            "name": "first_name",
            "value": "Los "
        },
        {
            "type": "SYSTEM",
            "name": "last_name",
            "value": "Bruikheilmer"
        },
        {
            "type": "SYSTEM",
            "name": "company",
            "value": "steady.inc"
        },
        {
            "type": "SYSTEM",
            "name": "title",
            "value": "VP Sales"
        },
        {
            "type": "SYSTEM",
            "name": "email",
            "subtype": "work",
            "value": "[email protected]  "
        },
        {
            "type": "SYSTEM",
            "name": "address",
            "value": "{\"address\":\"225 George Street\",\"city\":\"NSW\",\"state\":\"Sydney\",\"zip\":\"2000\",\"country\":\"Australia\"}"
        },
        {
            "type": "CUSTOM",
            "name": "My Custom Field",
            "value": "Custom value"
        }
    ]
}

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  var contact = {
    "lead_score": "92",
    "tags": [
        "Lead",
        "Likely Buyer"
    ],
    "properties": [
        {
            "type": "SYSTEM",
            "name": "first_name",
            "value": "Los "
        },
        {
            "type": "SYSTEM",
            "name": "email",
            "subtype": "work",
            "value": "[email protected]"
        },
        {
            "type": "SYSTEM",
            "name": "address",
            "value": "{\"address\":\"225 George Street\",\"city\":\"NSW\",\"state\":\"Sydney\",\"zip\":\"2000\",\"country\":\"Australia\"}"
        }
    ]
  };

obj.contactAPI.add(contact, success, error);

1.4 To update a contact

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
  var update_contact = {
    "id": "5698936018829312",
    "properties": [
        {
            "type": "SYSTEM",
            "name": "first_name",
            "value": "Losalitest"
        },
        {
            "type": "SYSTEM",
            "name": "last_name",
            "value": "Lee"
        }
    ]
};
obj.contactAPI.update(update_contact, success, error);

1.5 To delete a contact

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  obj.contactAPI.deleteContact('5633009881448448', success, error);

1.6 To update tags to a contact

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  var update_tags = {
    "id": "5671839405703168",
    "tags": [
        "test1",
        "test2"
    ]
};


obj.contactAPI.updateTagsById(update_tags, success, error);

1.7 To delete tags to a contact

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  var delete_tags = {
    "id": "5671839405703168",
    "tags": [
        "test1"
    ]
};


obj.contactAPI.deleteTagsById(delete_tags, success, error);

1.8 Change owner of a contact

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
 obj.contactAPI.changeContactOwner('[email protected]','5650547373768704',success, error); 

###2. Deal

2.1 To get a deal by deal ID

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
obj.contactAPI.getDealById('5650703586426880', success, error);

2.2 To get deals by contact id

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
obj.contactAPI.getDealByContactId("5675392618725376", success, error);

2.3 To create a deal

Acceptable request Representation:

{
    "name": "Deal-Tomato",
    "expected_value": "500",
    "probability": "75",
    "close_date": 1455042600,
    "milestone": "Proposal",
    "contact_ids": [
        "5758948741218304"
    ],
    "custom_data": [
        {
            "name": "Group Size",
            "value": "10"
        }
    ]
}

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  var deal = {
    "name": "Deal-Tomato",
    "expected_value": "500",
    "probability": "75",
    "close_date": 1455042600,
    "milestone": "Proposal",
    "contact_ids": [
        "5758948741218304"
    ],
    "custom_data": [
        {
            "name": "Group Size",
            "value": "10"
        }
    ]
};

obj.contactAPI.createDeal(deal, success, error);

2.4 To update a deal

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  var update_deal = {
    "id": "5122047336251392",
    "expected_value": "1000",
    "contact_ids": [
        "5675392618725376",
        "5744178885558278"
    ],
    "custom_data": [
        {
            "name": "dealTester",
            "value": "hello hello2"
        }
    ]
};


obj.contactAPI.updateDeal(update_deal, success, error);

2.5 To delete a deal

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  obj.contactAPI.deleteDealById('5650703586426880', success, error);

2.6 Get deal source

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  obj.contactAPI.getDealSource(success, error);

###3. Note

3.1 Create a note to a contact

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  var note = {
    "subject": " Note subject",
    "description": "Note description",
    "contact_ids": [
        "5688267051630592",
        "5721389839417344"
    ]
  };

  obj.contactAPI.createNote(note, success, error);

3.2 Update a note to a contact

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  var update_note = {
    "id": "5754615706419200",
    "subject": "Test",
    "description": "Sample test updated1",
    "contact_ids": [
        "5630286201094144"
    ]
  };

  obj.contactAPI.updateNote(update_note, success, error);

3.3 Get note by contact ID

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  obj.contactAPI.getNoteByContactId("5630286201094144", success, error);

3.4 Delete a note by contact ID and note ID

• Delete a note from a contact
• first parameter ID is contact and second one is note ID

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  obj.contactAPI.deleteNoteById("5630286201094144","5754615706419200", success, error);

###4. Task

4.1 Create a task to a contact

• Task type accepeted value : CALL, EMAIL, FOLLOW_UP, MEETING, MILESTONE, SEND, TWEET, OTHER
• Task priority_type accepeted value : HIGH, NORMAL, LOW
• Task due accepeted value : epoch time in miliseconds

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  var task = {
    "subject": "test",
    "contacts": [
        "5630286201094144"
    ],
    "type": "EMAIL",
    "priority_type": "HIGH",
    "due": 11545245654
  };


  obj.contactAPI.createTask(task, success, error);

4.2 Create a task to a contact by email ID

• Task type accepeted value : CALL, EMAIL, FOLLOW_UP, MEETING, MILESTONE, SEND, TWEET, OTHER
• Task priority_type accepeted value : HIGH, NORMAL, LOW
• Task due accepeted value : epoch time in miliseconds

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
	
  var error = function (data) {
    console.log(data);
	};
	
  var task_email = {
    "subject": "test email task",
    "type": "EMAIL",
    "priority_type": "HIGH",
    "due": 11545245654
  };


  obj.contactAPI.createTaskByEmail("[email protected]",task_email, success, error);

4.3 Update a task to a contact

• Task type accepeted value : CALL, EMAIL, FOLLOW_UP, MEETING, MILESTONE, SEND, TWEET, OTHER
• Task priority_type accepeted value : HIGH, NORMAL, LOW
• Task due accepeted value : epoch time in miliseconds

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
	
  var error = function (data) {
    console.log(data);
	};
	
  var update_task = {
    "id": "5637588316585984",
    "subject": "test updated",
    "contacts": [
        "5630286201094144"
    ],
    "type": "EMAIL",
    "priority_type": "HIGH",
    "due": 11545245654
  };


  obj.contactAPI.updateTask(update_task, success, error);

4.4 Get a task by task ID

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
	
  var error = function (data) {
    console.log(data);
	};
	
  obj.contactAPI.getTaskById('5766696644116480', success, error);

4.5 Delete a task by task ID

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
	
  var error = function (data) {
    console.log(data);
	};
	
  obj.contactAPI.deleteTaskById('5766696644116480', success, error);

###5. Dynamic filter

5.1 Get contacts by property

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  obj.contactAPI.getContactsByPropertyFilter('Country','United State',success, error);

5.2 Get contacts or companies by tag

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  obj.contactAPI.getContactsByTagFilter('tester tag',success, error);

5.3 Get companies by property

  var AgileCRMManager = require("./agilecrm.js");
  var obj = new AgileCRMManager("DOMAIN", "KEY", "EMAIL");
  var success = function (data) {
    console.log(data);
	};
  var error = function (data) {
    console.log(data);
	};
	
  obj.contactAPI.getCompaniesByPropertyFilter('Custom Field Name','xyz120202',success, error);