Integration
Connect Agile CRM to Botdog
When New contact fires in Agile CRM, your agent runs Add Contact to a Campaign in Botdog. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Agile CRM and Botdog to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Agile CRM can start in Botdog
When New contact in Agile CRM
then Add Contact to a Campaign in Botdog
When New matching contact or company in Agile CRM
then Add leads to blacklist in Botdog
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Agile CRM and Botdog
Triggers and actions 10 triggers · 93 actions
Trigger
List all taskslist all tasks, surfacing new ones over time
Trigger
List contactslist contacts, surfacing new ones over time
Trigger
List dealslist deals/opportunities, surfacing new ones over time
Trigger
List eventslist events, surfacing new ones over time
Trigger
List pending taskslist pending tasks within N days
Trigger
List ticketslist help desk tickets by filter, surfacing new ones
Trigger
List trackslist deal tracks/pipelines
Trigger
New contactTriggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.
Trigger
New matching contact or companyTriggers when a new contact or company matches your search query.
Trigger
New matching taskTriggers when a new task matches your filter.
Action
Add contact to campaignenroll a contact into a campaign by email
Action
Add lead score by emailadd lead score to a contact by email
Action
Add note by contact emailadd a note to a contact by email
Action
Add tags by contact emailadd tags to a contact by email
Action
Add tags to contactadd multiple tags to a contact by ID
Action
Add tag to contactAdds a tag to the specified contact. Spaces in the tag are replaced with underscores.
Action
Add ticket noteadd a note to a ticket
Action
Change contact ownerchange the owner of a contact
Action
Create company/contacts (type=company) — create a company record
Action
Create contactcreate a full contact record
Action
Create dealcreate a deal/opportunity
Action
Create deal by contact emailcreate a deal for a contact by email
Action
Create deal notecreate a note on a deal
Action
Create documentcreate a document
Action
Create eventcreate an event
Action
Create new contact (just email)Creates a new contact using just the email address, then returns the new Contact ID.
Action
Create notecreate a note
Action
Create taskcreate a task
Action
Create task by emailcreate a task for a contact by email
Action
Create ticketcreate a help desk ticket
Action
Delete companyDelete a company.
Action
Delete contactdelete a contact
Action
Delete contact notedelete a contact note
Action
Delete dealdelete a deal
Action
Delete eventdelete an event
Action
Delete tags by contact emailremove tags from a contact by email
Action
Delete taskdelete a task
Action
Delete ticketdelete a help desk ticket
Action
Find contactReturns the Contact ID (and contact record) for the given email address.
Action
Get company by IDRetrieve a company by ID.
Action
Get contact by IDretrieve a contact by ID
Action
Get contact by phonelook up a contact by phone
Action
Get contact dealslist deals for a contact
Action
Get contact documentslist documents for a contact
Action
Get contact eventslist events for a contact
Action
Get contact noteslist notes for a contact
Action
Get contact taskslist tasks for a contact
Action
Get deal by IDretrieve a deal by ID
Action
Get deal noteslist notes for a deal
Action
Get deals by pipelinelist deals grouped by pipeline
Action
Get deals from tracklist deals filtered by track
Action
Get Deals Grouped by MilestoneReturns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups.
Action
Get my dealslist deals owned by the current user
Action
Get task by IDretrieve a task by ID
Action
Get ticket filterslist available ticket filters
Action
Get ticket messageslist notes/messages for a ticket
Action
List companieslist companies
Action
Remove contact from dealremove a contact from a deal
Action
Remove tag from contactRemoves a tag from the specified contact. Spaces in the tag are replaced with underscores.
Action
Remove tags from contactremove multiple tags from a contact by ID
Action
Search contact by emaillook up a contact by email
Action
Search contact by email (POST)look up a contact by email
Action
Search contacts by dynamic filtersearch contacts by dynamic filter
Action
Update company/contacts/edit-properties (company) — update company properties
Action
Update contactUpdates the specified contact's first name, last name, and email properties.
Action
Update contact lead scoreupdate a contact's lead score
Action
Update contact propertyupdate contact properties
Action
Update contact star ratingupdate a contact's star rating
Action
Update dealpartially update a deal
Action
Update deal noteUpdate a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive.
Action
Update eventUpdate an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive.
Action
Update taskpartially update a task
Action
Update trackUpdate a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive.
Action
Add blacklistCreates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.
Action
Add campaignCreates a new outreach campaign in Botdog, optionally with a start and end date.
Action
Add Contact to a CampaignAdds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.
Action
Add leads to blacklistAdds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.
Action
Add leads to campaignAdds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.
Action
Add leads to listAdds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.
Action
Add listCreates a new lead list in Botdog to hold LinkedIn profiles you want to group together.
Action
Add snippetCreates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.
Action
Archive campaignArchives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.
Action
Delete campaignDeletes a Botdog campaign. It disappears immediately and is removed in the background.
Action
Delete snippetDeletes one of your own message snippets in Botdog.
Action
Get campaignReturns one Botdog campaign by id, with its name, status, owner and schedule.
Action
Get campaign sequenceReturns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.
Action
Get campaign statisticsReturns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.
Action
Get leadReturns one lead by id, including profile details, campaign status and the lead's full event history.
Action
Get listReturns one Botdog lead list by id, with its name and lead count.
Action
List campaign leadsReturns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.
Action
List campaignsReturns the campaigns on the connected Botdog team, optionally filtered by status or owner.
Action
List leadsReturns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.
Action
List leads in listReturns the leads in a Botdog lead list.
Action
List paused campaign activitiesReturns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.
Action
List snippetsReturns the message snippets visible to the connected Botdog user, both personal and team-shared.
Action
Pause campaign activitiesPauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.
Action
Remove leads from blacklistRemoves leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.
Action
Remove leads from listRemoves leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.
Action
Resume campaign activitiesResumes specific activity types on a Botdog campaign that were paused individually.
Action
Stop leadStops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.
Action
Update campaignUpdates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.
Action
Update leadUpdates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.
Action
Update snippetUpdates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank keep their current values.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Agile CRM and Botdog, answered
What can start an automation from Agile CRM?
Any of Agile CRM's 10 triggers in the catalog, including New contact, New matching contact or company, New matching task and List all tasks. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Botdog when something happens in Agile CRM?
Any of Botdog's 30 actions, including Update campaign, Update lead, Update snippet and Add blacklist. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Botdog to Agile CRM?
Botdog has no triggers in the catalog today, so automations start in Agile CRM. If you need the other direction, ask: your agent reads Botdog's API documentation and adds it.
Do I have to build a connector for Agile CRM or Botdog?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Agile CRM and Botdog without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.