Connect Agile CRM to Microsoft Teams

Build an AI agent that works across Agile CRM and Microsoft Teams, on a schedule or when you click Run.

14 source actions

12 target actions

Reverse direction supported

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Why Connect Agile CRM & Microsoft Teams?

Read what you need from Agile CRM

Your agent uses Agile CRM's documented actions to pull the records it needs, each time it runs.

Run a Microsoft Teams action

Then it uses one of 12 documented actions, such as Create Channel, Get Chat Message, Get Current User.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Agile CRM

Triggers (3)

New Contact

Emit new event when a new contact is created

polling

New Task

Emit new event when a new task is created

polling

New Ticket

Emit new event when a new ticket is created

polling

Actions (14)

Add Score to Contact

Used to change the score of a contact. See the documentation

Add Tags to Contact

Adds a tag or tags to an existing contact. See the documentation

Create Company

Create a new company in Agile CRM. See the documentation

Create Contact

Create a new contact in Agile CRM. See the documentation

Create Contact Note

Adds a note to a contact. See the documentation

Create Deal

Create a new deal in Agile CRM. See the documentation

Create Deal Note

Adds a note to a deal. See the documentation

Create Task

Create a new task in Agile CRM. See the documentation

Create Ticket

Create a new ticket in Agile CRM. See the documentation

List Filter Options

Retrieves available options for the Filter field.

Update Company

Updates an existing company in Agile CRM. See the documentation

Update Contact

Update an existing contact in Agile CRM. See the documentation

Update Deal

Updates an existing deal in Agile CRM. See the documentation

Update Deal Note

Update a note attached to a deal. See the documentation

Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

polling

New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

polling

New Chat

Emit new event when a new chat is created. See the documentation

polling

New Chat Message

Emit new event when a new message is received in a chat. See the documentation

polling

New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

polling

New Team Member

Emit new event when a new member is added to a team. See the documentation

polling

Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

Integration Features

14 documented Agile CRM actions

12 documented Microsoft Teams actions

Plain-English agent instructions

Daily, weekday or weekly schedule, or run on demand

Execution monitoring

A supported Microsoft Teams to Agile CRM direction

Capability Examples

Agile CRM trigger → Microsoft Teams action

Catalog example

Agile CRM

New Contact

Microsoft Teams

Create Channel

Microsoft Teams trigger → Agile CRM action

Reverse direction

Microsoft Teams

New Channel

Agile CRM

Add Score to Contact

How It Works

Connect Apps

Authenticate your Agile CRM and Microsoft Teams accounts

Describe the Job

Say what to read from Agile CRM and what to do in Microsoft Teams

Choose an Action

Select the documented Microsoft Teams operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Agile CRM events yet.

Automated Actions

Use 12 documented Microsoft Teams actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theAgile CRM and Microsoft Teams actions it needs.

Your Own Accounts

You connect your own Agile CRM and Microsoft Teams accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect Microsoft Teams to Agile CRM for bidirectional automation

View Integration

All Agile CRM Integrations

Explore all available Agile CRM connections

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All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

View All Integrations

Popular Integrations

View all integrations →

More Microsoft Teams Integrations

View all Microsoft Teams integrations →

Ready to Connect Agile CRM & Microsoft Teams?

Build this agent in Mazaal AI and test it on your ownAgile CRM and Microsoft Teams data.

Start building

Rather not build it yourself? We set up one Agile CRM to Microsoft Teams agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod

Connect Agile CRM to Microsoft Teams

Why Connect Agile CRM & Microsoft Teams?

Read what you need from Agile CRM

Run a Microsoft Teams action

Test it, then put it on a schedule

Available Triggers & Actions

Agile CRM

Triggers (3)

Actions (14)

Microsoft Teams

Triggers (6)

Actions (12)

Integration Features

Capability Examples

Agile CRM trigger → Microsoft Teams action

Microsoft Teams trigger → Agile CRM action

How It Works

Connect Apps

Describe the Job

Choose an Action

Test and Review

Frequently Asked Questions

Is the Agile CRM to Microsoft Teams direction supported?

Does it run the moment something changes in Agile CRM?

Which Microsoft Teams actions are available?

Can I also connect Microsoft Teams to Agile CRM?

Integration Benefits

Scheduled or On-demand Runs

Automated Actions

Provider Authentication

Guided Configuration

Your Own Accounts

Execution Review

Reverse Integration Available

All Agile CRM Integrations

All Microsoft Teams Integrations

Popular Integrations

More Microsoft Teams Integrations

Ready to Connect Agile CRM & Microsoft Teams?