OnePage CRM

CRM & supportCredentials form

Manage contacts, next actions, deals and notes in OnePageCRM, the action-focused sales CRM.

13 actions

Action	Effect	Data handled
onepage_list_contactsLists or searches contacts, optionally by email, phone, tag, status, owner or company, a page at a time	read	Personal data
onepage_get_contactGets one contact by id	read	Personal data
onepage_create_contactCreates a contact with a name, company, emails, phones and tags	write	Personal data
onepage_update_contactUpdates only the given fields of a contact	write	Personal data
onepage_list_actionsLists next actions, optionally for one contact or assignee, or only done or pending ones	read	Personal data
onepage_create_actionCreates a next action for a contact, due as soon as possible, on a date, or waiting	write	Personal data
onepage_complete_actionMarks a next action as done	write	General
onepage_list_dealsLists deals, optionally for one contact, company, owner or pipeline, or by status	read	Personal data
onepage_create_dealCreates a deal for a contact with an amount, stage and expected close date	write	Personal data
onepage_list_notesLists notes, optionally for one contact or company	read	Personal data
onepage_create_noteAdds a note to a contact, optionally linked to one of its deals	write	Personal data
onepage_list_usersLists the users of the account, whose ids are owners and assignees	read	Personal data
onepage_list_statusesLists the contact statuses of the account, such as Lead, Prospect and Customer, with their ids	read	General

Sign-in

Also included

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