noCRM.io

CRM & supportCredentials form

Manage leads, their comments, steps and assignment in a noCRM.io sales pipeline.

12 actions

Action	Effect	Data handled
nocrm_list_leadsLists leads filtered by status, step, user, tags, email or dates, newest first by default	read	Personal data
nocrm_get_leadReturns a lead with its description, status, step, amount, owner, reminder and extended contact fields	read	Personal data
nocrm_create_leadCreates a lead with a title (usually the company) and a description holding the contact details, optionally assigned to a user and placed in a step	write	Personal data
nocrm_update_leadUpdates a lead's title, status, step, amount, probability, owner, tags, reminder or description fields	write	Personal data
nocrm_assign_leadAssigns a lead to a user	write	Personal data
nocrm_delete_leadDeletes a lead	destructive	Personal data
nocrm_list_lead_commentsLists the comments and logged activities on a lead	read	Personal data
nocrm_add_lead_commentAdds a comment to a lead, optionally as a logged activity such as a call	write	Personal data
nocrm_list_stepsLists the pipeline steps in order, with their pipeline	read	General
nocrm_list_pipelinesLists the account's pipelines	read	General
nocrm_list_usersLists the account's users with their ids, names and emails	read	Personal data
nocrm_list_activitiesLists the activity types (such as call, email, meeting) comments can be logged as	read	General

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Also included

dexby.createSession({
  userId: customer.id,
  connectors: ['nocrm']
})