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Connect OpenAI (ChatGPT) to Agile CRM

Use 4 documented OpenAI (ChatGPT) triggers to run 14 documented Agile CRM actions.

4 source triggers
14 target actions
Reverse direction supported

Why Connect OpenAI (ChatGPT) & Agile CRM?

Start with a OpenAI (ChatGPT) event

Choose from 4 documented triggers, including New Batch Completed, New File Created, New Fine Tuning Job Created.

Run a Agile CRM action

Send the event into one of 14 documented actions, such as Add Score to Contact, Add Tags to Contact, Create Company.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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OpenAI (ChatGPT)

Triggers (4)

New Batch Completed

Emit new event when a new batch is completed in OpenAI. See the documentation

polling
New File Created

Emit new event when a new file is created in OpenAI. See the documentation

polling
New Fine Tuning Job Created

Emit new event when a new fine-tuning job is created in OpenAI. See the documentation

polling
New Run State Changed

Emit new event every time a run changes its status. See the documentation

polling

Actions (24)

Chat

The Chat API, using the gpt-3.5-turbo or gpt-4 model. See the documentation

Chat using Web Search

Chat using the web search tool. See the documentation

Chat using Functions

Chat with your models and allow them to invoke functions. Optionally, you can build and invoke workflows as functions. See the documentation

Chat using File Search

Chat with your files knowledge base (vector stores). See the documentation

Summarize Text

Summarizes text using the Chat API. See the documentation

Classify Items into Categories

Classify items into specific categories using the Chat API. See the documentation

Translate Text (Whisper)

Translate text from one language to another using the Chat API. See the documentation

Create Transcription

Transcribes audio into the input language. See the documentation

Create Image (Dall-E)

Creates an image given a prompt returning a URL to the image. See the documentation

Create Embeddings

Get a vector representation of a given input that can be easily consumed by machine learning models and algorithms. See the documentation

Create Completion (Send Prompt)

OpenAI recommends using the **Chat** action for the latest gpt-3.5-turbo API, since it's faster and 10x cheaper. This action creates a completion for the provided prompt and parameters using the older /completions API. See the documentation

Analyze Image Content

Send a message or question about an image and receive a response. See the documentation

Cancel Run (Assistants)

Cancels a run that is in progress. See the documentation

Chat with Assistant

Sends a message and generates a response, storing the message history for a continuous conversation. See the documentation

Chat With Responses API

Send a chat via the Responses API, mixing built-in tools and MCP server tools. See the documentation.

Convert Text to Speech (TTS)

Generates audio from the input text. See the documentation

Create Assistant

Creates an assistant with a model and instructions. See the documentation

Create Batch

Creates and executes a batch from an uploaded file of requests. See the documentation

Create Fine Tuning Job

Creates a job that fine-tunes a specified model from a given dataset. See the documentation

Create Moderation

Classifies if text is potentially harmful. See the documentation

Create Thread (Assistants)

Creates a thread with optional messages and metadata, and optionally runs the thread using the specified assistant. See the documentation

Create Vector Store

Create a vector store. See the documentation

Create Vector Store File

Create a vector store file. See the documentation

Delete File

Deletes a specified file from OpenAI. See the documentation

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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

4 documented OpenAI (ChatGPT) triggers
14 documented Agile CRM actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Agile CRM to OpenAI (ChatGPT) direction

Capability Examples

OpenAI (ChatGPT) trigger → Agile CRM action

Catalog example
OpenAI (ChatGPT)OpenAI (ChatGPT)

New Batch Completed

Agile CRMAgile CRM

Add Score to Contact

Agile CRM trigger → OpenAI (ChatGPT) action

Reverse direction
Agile CRMAgile CRM

New Contact

OpenAI (ChatGPT)OpenAI (ChatGPT)

Chat

How It Works

1

Connect Apps

Authenticate your OpenAI (ChatGPT) and Agile CRM accounts

2

Choose a Trigger

Select a documented OpenAI (ChatGPT) event

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

Trigger-driven Workflows

Start the supported direction from one of 4 documented OpenAI (ChatGPT) triggers.

Automated Actions

Run one of 14 documented Agile CRM actions after the selected trigger fires.

Provider Authentication

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

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

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

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Reverse Integration Available

Also connect Agile CRM to OpenAI (ChatGPT) for bidirectional automation

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All OpenAI (ChatGPT) Integrations

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All Agile CRM Integrations

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