Integration

Connect Benetics to noCRM.io

When something happens in Benetics, your agent does the next thing in noCRM.io. Describe it in plain language and the automation is built, tested on every branch and kept running.

Benetics4 triggersBenetics25 actionsnoCRM.io8 triggersnoCRM.io16 actions

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Everything your agent can do with Benetics and noCRM.io

Triggers and actions 12 triggers · 41 actions

Trigger
New Project
Triggers when a new project is created.
Trigger
New Task
Triggers when a new task is created.
Trigger
Updated Project
Triggers when a project is updated.
Trigger
Updated Task
Triggers when a task is updated.
Action
Add Plan Version
Upload a new version of a plan. POST /plans/{plan_id}/versions.
Action
Add Project Member
Add a member to a project. POST /projects/{project_id}/members.
Action
Add Task
Create a new task on a project. POST /projects/{project_id}/tasks.
Action
Create Project
Creates a new project.
Action
Delete Document
Delete a document. DELETE /projects/{project_id}/documents/{document_id}.
Action
Delete Plan
Delete a plan. DELETE /plans/{plan_id}.
Action
Delete Plan Version
Remove one version of a plan from a project.
Action
Delete Project
Delete a project. DELETE /projects/{project_id}.
Action
Delete Project Member
Remove a member from a project. DELETE /projects/{project_id}/members/{member_id}.
Action
Delete Task
Delete a task. DELETE /tasks/{task_id}.
Action
Document Upload
Upload a document
Action
Get Project
Get a single project by id. GET /projects/{project_id}.
Action
Get Report
Get a single report by id. GET /reports/{report_id}.
Action
Get Task
Get a single task by id. GET /tasks/{task_id}.
Action
List Members
List members of the organization. GET /members.
Action
List Project Members
List members assigned to a project. GET /projects/{project_id}/members.
Action
List Projects
List projects in the organization. GET /projects.
Action
List Reports
List reports for a project. GET /projects/{project_id}/reports.
Action
List Tasks
List tasks for a project. GET /projects/{project_id}/tasks.
Action
Plan Upload
Upload a plan
Action
Update Document
Update a document's fields. PATCH /projects/{project_id}/documents/{document_id}.
Action
Update Plan
Update a plan's fields. PATCH /plans/{plan_id}.
Action
Update Project
Update a project's fields. PATCH /projects/{project_id}.
Action
Update Task
Update a task's fields. PATCH /tasks/{task_id}.
Action
Upload File
Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.
Trigger
Lead Status Changed
Triggers when a specific status of the lead is changed.
Trigger
New Client Folder
Triggers when a client folder is created.
Trigger
New Deleted Lead
Triggers when a lead is deleted. This trigger only works for Expert edition and above .
Trigger
New Lead
Triggers when a lead is created.
Trigger
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .
Trigger
New Lead Comment
Triggers when a lead is comment on. This trigger only works for Expert edition and above .
Trigger
New Lead Content or Title Changed
Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .
Trigger
New Prospect
Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .
Action
Add Attachment
Add an attachment to a lead
Action
Add Comment
Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Add Tags
Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Assign Lead
Assign the lead to a user
Action
Call Simplified API
Call our simplified API to interact with your data
Action
Change Lead's Title
Change the title of a lead
Action
Change Status
Change the status of a lead to Standby, Won, Cancelled or Lost
Action
Change Step
Change the step of a lead
Action
Create Lead
Creates a new lead.
Action
Create Prospect
Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .
Action
Delete Lead
Moves a lead to the trash.
Action
Find Lead
Finds a lead from an email address.
Action
Get Lead
Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.
Action
Log an Activity
Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Set Amount and Probability
Set the amount and the probability of a lead
Action
Set the Estimated Closing Date
Set the estimated closing date on a lead

Each app on its own

The other way round: noCRM.io to Benetics