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Connectors / Sales · HTTP Connector
Automate Agile CRM with Tray.ai
Create a contact, create a company and create a deal in Agile CRM. Connect Agile CRM to the rest of your sales stack with Tray.ai.
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What can you do with Agile CRM on Tray.ai?
Agile CRM is a customer relationship manager for small businesses that covers contacts, companies, deals, tasks, email campaigns and a help desk in one app. Tray.ai connects to Agile CRM through the HTTP Connector, so your workflows can call the Agile CRM API alongside the rest of your stack.
- Create a contact in Agile CRM for each new sign-up from your website.
- Create a deal when a lead books a demo through your scheduling tool.
- Create a ticket from each customer email sent to your support inbox.
- Add a note to a contact with each call summary from your phone system.
- Connects through
- HTTP Connector
- Authentication
- Basic authentication
- Base URL
- https://{domain}.agilecrm.com/dev/api
Set it up
Connect Agile CRM to Tray.ai
Each step uses Agile CRM's own API details, from its documentation.
Step 1
Save Agile CRM's username and password
Save the credentials Agile CRM gives you as a Tray.ai authentication. The HTTP Client sends them as basic auth. They stay out of the workflow and out of the logs.
Step 2
Point the HTTP Client at the API
Add an HTTP Client step and use https://{domain}.agilecrm.com/dev/api as the base URL. Or paste a cURL example from Agile CRM's API docs, and Tray.ai fills in the method, URL, and headers.
Step 3
Start with “List contacts”
It's one of 23 documented actions, under Contacts. The response comes back as data the next step can map into your other apps.
Step 4
Hand it to an AI agent
Wrap “Get a contact” and “Create a contact” in workflows, and Tray.ai's Agent Gateway for MCP publishes them as governed tools Claude and other AI agents can call.
What the Agile CRM API covers
6 resources and 23 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow. Connecting it takes a few clicks: here's how.
Contacts
- List contacts
- Get a contact
- Create a contact
- Update a contact
- Delete a contact
- Search contacts by email
Companies
- List companies
- Create a company
- Update a company
- Delete a company
Deals
- List deals
- Create a deal
- Update a deal
- Delete a deal
Tasks
- List tasks
- Create a task
- Update a task
- Delete a task
Notes
- Add a note to a contact
- List notes for a contact
Tickets
- List tickets
- Create a ticket
- Delete a ticket
Checked against Agile CRM's own documentation on 2026-10-22
How Tray.ai makes this work
Agile CRM plugs into the whole Tray.ai platform
Intelligent Integration
Integrate and automate across 9,000+ apps, databases, APIs, and services with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Agile CRM — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Agile CRM actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Tray Helix
Build apps on Agile CRM data with your AI assistant, then deploy, run, and govern them on Tray.ai.
Learn more →More sales apps on Tray.ai
Dedicated connectors and other apps Tray.ai reaches in the same category. See every sales connector →
Frequently asked questions
What can a Tray.ai workflow do in Agile CRM?
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The Agile CRM API documents 23 actions across 6 resources (Contacts, Companies, Deals, Tasks, Notes, Tickets). For example: List contacts; List companies; List deals. A workflow can make any documented call through the HTTP Connector.
How does Tray.ai authenticate with Agile CRM?
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The Agile CRM API uses basic authentication. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.
See Agile CRM working against your stack.
We'll walk through a tailored demo with your systems plugged in.
Thanks — someone from our team will be in touch soon.