NoCRM.io

nocrm_io

noCRM.io is a lead management software designed to help sales teams track and close deals efficiently.

CRM Contact Management Web del proveedor

Acciones

Triggers

Autenticación

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OAuth gestionado

Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (9)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Add a tag to a leadNOCRM_IO_ADD_A_TAG_TO_A_LEADAcción

Tool to add a tag to a lead. use when you need to assign one or more tags to a specified lead via nocrm.io.

Parámetros de entrada

tagstringObligatorio
Tag or comma-separated tags to add to the lead.
lead_idstringObligatorio
The unique identifier of the lead to add the tag to.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Append to lead's descriptionNOCRM_IO_APPEND_TO_LEADS_DESCRIPTIONAcción

Tool to append text to the lead's description. use when you need to add context incrementally without overwriting. example: append 'left voicemail' to lead 1234.

Parámetros de entrada

idintegerObligatorio
Unique identifier of the lead to update
append_descstringObligatorio
Text to append to the lead's description. Cannot be used simultaneously with the `description` parameter.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Assign Lead to UserNOCRM_IO_ASSIGN_LEAD_TO_USERAcción

Tool to assign a lead to a user. use when reassigning a lead to the correct owner to trigger assignment notification.

Parámetros de entrada

lead_idstringObligatorio
Unique identifier of the lead to assign
user_idstringObligatorio
ID or email of the user who will receive the lead

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Change Lead Status to CancelledNOCRM_IO_CHANGE_LEAD_STATUS_CANCELLEDAcción

Tool to change a lead's status to 'cancelled'. use after confirming no further follow-up is needed and the lead should be marked as cancelled.

Parámetros de entrada

lead_idstringObligatorio
The unique identifier of the lead to update

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Change lead status standbyNOCRM_IO_CHANGE_LEAD_STATUS_STANDBYAcción

Tool to change a lead's status to 'standby'. use when scheduling follow-up after determining the next contact should occur in a set number of days.

Parámetros de entrada

daysintegerObligatorio
Number of days to schedule the next reminder; must be a positive integer
lead_idstringObligatorio
The unique identifier of the lead to update
activity_idinteger
Optional activity ID to associate with the reminder

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create LeadNOCRM_IO_CREATE_LEADAcción

Tool to create a new lead. use when adding a fresh prospect to your pipeline via nocrm.io. example: create a lead titled 'acme corp' assigned to a user.

Parámetros de entrada

stepstring
Step's name for the lead.
tagsstring[]
Tags describing the lead.
titlestringObligatorio
Lead's title, usually corresponding to the company name.
user_idstring
Email address or ID of the user to assign the lead to. When using USER token, providing this yields an error.
descriptionstring
Lead's description, typically containing contact information.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete LeadNOCRM_IO_DELETE_LEADAcción

Tool to delete a lead. use when you need to permanently remove a specific lead after verifying it is no longer needed.

Parámetros de entrada

idintegerObligatorio
Unique identifier of the lead to delete

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Duplicate LeadNOCRM_IO_DUPLICATE_LEADAcción

Tool to duplicate a lead. use when cloning an existing lead into a new step without overwriting original.

Parámetros de entrada

stepstringObligatorio
Name of the pipeline step for the new duplicated lead. Use after reviewing existing lead details.
lead_idintegerObligatorio
Unique identifier of the lead to duplicate.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List All TeamsNOCRM_IO_LIST_ALL_TEAMSAcción

Tool to retrieve all teams. use when you need to fetch every team and its members from nocrm.io.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

dataobject[]Obligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not