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2026-04-28 00:29:22 +00:00 · 2025-11-20 09:20:41 +01:00
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+Create a new contact in Agile CRM
+
+https://n8nworkflows.xyz/workflows/create-a-new-contact-in-agile-crm-474
+
+
+# Create a new contact in Agile CRM
+
+### 1. Workflow Overview
+
+This workflow is designed to create a new contact record in Agile CRM upon manual execution. Its primary use case is to allow users to add fresh contact information into Agile CRM efficiently via a simple trigger. The workflow consists of two logical blocks:
+
+- **1.1 Input Trigger:** A manual trigger node that initiates the workflow when executed by the user.
+- **1.2 Contact Creation:** A single Agile CRM node that creates a new contact in the CRM system using the provided contact details.
+
+---
+
+### 2. Block-by-Block Analysis
+
+#### 1.1 Input Trigger
+
+- **Overview:**  
+  This block starts the workflow manually. It waits for a user to execute it to proceed with contact creation.
+
+- **Nodes Involved:**  
+  - On clicking 'execute'
+
+- **Node Details:**  
+  - **Name:** On clicking 'execute'  
+  - **Type:** Manual Trigger  
+  - **Technical Role:** Initiates the workflow by manual user interaction.  
+  - **Configuration Choices:** No specific parameters are set—default manual trigger.  
+  - **Key Expressions/Variables:** None used.  
+  - **Input Connections:** None (starting node).  
+  - **Output Connections:** Connects to the AgileCRM node.  
+  - **Version Specifics:** Compatible with all n8n versions supporting manual triggers.  
+  - **Potential Failures:** None typical, except if the workflow is deactivated or not properly started by the user.  
+  - **Sub-Workflow:** Not applicable.
+
+#### 1.2 Contact Creation
+
+- **Overview:**  
+  This block creates a new contact record in Agile CRM using the details passed from the manual trigger.
+
+- **Nodes Involved:**  
+  - AgileCRM
+
+- **Node Details:**  
+  - **Name:** AgileCRM  
+  - **Type:** Agile CRM Node  
+  - **Technical Role:** Performs the "create contact" operation in Agile CRM via API.  
+  - **Configuration Choices:**  
+    - Operation set to "create."  
+    - Additional fields for the new contact include `firstName` and `lastName`, both currently configured as empty strings (placeholders).  
+  - **Key Expressions/Variables:** No dynamic expressions; static empty strings used for contact names, indicating manual or further extension needed to supply actual data.  
+  - **Input Connections:** Receives trigger from the manual trigger node.  
+  - **Output Connections:** None (terminal node).  
+  - **Version Specifics:** Requires proper Agile CRM API credentials configured in the node’s credentials section.  
+  - **Potential Failures:**  
+    - Authentication failure if API credentials are missing or invalid.  
+    - API rate limiting or downtime of Agile CRM service.  
+    - Failure if required contact fields are missing or invalid (currently empty).  
+  - **Sub-Workflow:** Not applicable.
+
+---
+
+### 3. Summary Table
+
+| Node Name            | Node Type          | Functional Role       | Input Node(s)           | Output Node(s) | Sticky Note                                  |
+|----------------------|--------------------|-----------------------|------------------------|----------------|----------------------------------------------|
+| On clicking 'execute' | Manual Trigger     | Workflow initiation   | —                      | AgileCRM       |                                              |
+| AgileCRM             | Agile CRM Node     | Create new contact    | On clicking 'execute'  | —              |                                              |
+
+---
+
+### 4. Reproducing the Workflow from Scratch
+
+1. **Create Manual Trigger Node**  
+   - Add a new node of type **Manual Trigger**.  
+   - Name it "On clicking 'execute'".  
+   - Leave default settings as is (no parameters required).  
+
+2. **Create Agile CRM Node**  
+   - Add a new node of type **Agile CRM**.  
+   - Set the operation to **Create Contact**.  
+   - Under additional fields, set `firstName` and `lastName` as empty strings or provide default values if desired.  
+   - Configure the node with valid Agile CRM credentials:  
+     - Create or select existing credentials for Agile CRM API access with appropriate permissions.  
+
+3. **Connect Nodes**  
+   - Connect the output of "On clicking 'execute'" node to the input of the Agile CRM node.  
+
+4. **Save and Activate**  
+   - Save the workflow.  
+   - Activate if needed, or manually execute to test.  
+
+Note: To make this workflow fully functional, replace empty `firstName` and `lastName` fields with actual data inputs either via parameters, expressions, or prior nodes that collect user input.
+
+---
+
+### 5. General Notes & Resources
+
+| Note Content                                                                           | Context or Link                     |
+|----------------------------------------------------------------------------------------|-----------------------------------|
+| For Agile CRM API credentials setup, refer to Agile CRM API documentation for API keys and OAuth configuration. | https://www.agilecrm.com/api/     |
+| The workflow is minimal and intended as a foundational example for contact creation automation. |                                   |
+| To expand functionality, consider adding input nodes like HTTP Request or Google Sheets to dynamically supply contact details. |                                   |
+
+---
+
+This document fully describes the "Create a new contact in Agile CRM" workflow, enabling users and developers to understand, reproduce, and extend it effectively.