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Connect Discord to Agile CRM

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

3 source actions
14 target actions
Reverse direction supported
Start buildingHave us set it up (A$490)Browse Discord integrations

Why Connect Discord & Agile CRM?

Read what you need from Discord

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

Run a Agile CRM action

Then it uses one of 14 documented actions, such as Add Score to Contact, Add Tags to Contact, Create Company.

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

Discord logo

Discord

Triggers (5)

New Message (Instant)

Emit new event for each message posted to one or more channels in a Discord server

webhook
Message Deleted (Instant)

Emit new event for each message deleted

webhook
New Command Received (Instant)

Emit new event for each command posted to one or more channels in a Discord server

webhook
New Guild Member (Instant)

Emit new event for each new member added to a guild

webhook
Reaction Added (Instant)

Emit new event for each reaction added to a message

webhook

Actions (3)

Send Message

Send a simple message to a Discord channel

Send Message (Advanced)

Send a simple or structured message (using embeds) to a Discord channel

Send Message With File

Post a message with an attached file

Agile CRM logo

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

Integration Features

3 documented Discord actions
14 documented Agile CRM actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Agile CRM to Discord direction

Capability Examples

Discord trigger → Agile CRM action

Catalog example
DiscordDiscord

New Message (Instant)

Agile CRMAgile CRM

Add Score to Contact

Agile CRM trigger → Discord action

Reverse direction
Agile CRMAgile CRM

New Contact

DiscordDiscord

Send Message

How It Works

1

Connect Apps

Authenticate your Discord and Agile CRM accounts

2

Describe the Job

Say what to read from Discord and what to do in Agile CRM

3

Choose an Action

Select the documented Agile CRM 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 Discord events yet.

Automated Actions

Use 14 documented Agile CRM 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 theDiscord and Agile CRM actions it needs.

Your Own Accounts

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

Execution Review

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

Agile CRM logoDiscord logo

Reverse Integration Available

Also connect Agile CRM to Discord for bidirectional automation

View Integration
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All Discord Integrations

Explore all available Discord connections

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All Agile CRM Integrations

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Ready to Connect Discord & Agile CRM?

Build this agent in Mazaal AI and test it on your ownDiscord and Agile CRM data.

Start building

Rather not build it yourself? We set up one Discord to Agile CRM 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