Connect incwo and OnePageCRM

Both apps 34incwo 14OnePageCRM 20

• Trigger
  New invoice

  Triggered when a new invoice is created

• Action
  Add invoice

  Creates a draft invoice (or credit note) with its lines in incwo in one atomic call. incwo always creates invoices as drafts; numbering happens when the invoice is confirmed in incwo.

• Action
  Add opportunity

  Create a lead/opportunity (CRM: Leads and opportunities). POST to the opportunities collection .xml per docs.

• Action
  Create Firm

  Creates a Firm

• Action
  Find Contact

  Finds a contact

• Action
  Find Firm

  Searches your incwo firms (companies) by keyword and returns the ones that match.

• Action
  Get contact

  Retrieves a single incwo contact by its ID.

• Action
  Get firm

  Get a firm by id.

• Action
  Get invoice

  Returns one incwo invoice (or draft credit note) with its party, lines, totals and progress.

• Action
  Get opportunity

  Returns one incwo opportunity (lead) with its topic, client, stage, amount and confidence.

• Action
  Get task

  Returns one incwo task by its id, with its title, content, due date, assignment and status.

• Action
  List contacts

  List contacts, paginated with ?page=N and date filters.

• Action
  List firms

  Lists firms (companies) in incwo, optionally narrowed by search text or field filters and sorted.

• Action
  Update task

  Update a project task.

• Trigger
  Closed Sales Cycle

  Triggered when a sales cycle is closed — a deal is marked won or lost.

• Trigger
  Completed Next Action

  Triggered when a next action is marked done in OnePageCRM.

• Trigger
  New Call

  Triggered when a phone call is logged in OnePageCRM.

• Trigger
  New Contact

  Triggered when a new contact is created in OnePageCRM.

• Trigger
  New Deal

  Triggered when a new deal is created in OnePageCRM.

• Trigger
  New Next Action

  Triggered when a new next action is created in OnePageCRM.

• Trigger
  New Note

  Triggered when a new note is added to a contact in OnePageCRM.

• Trigger
  Updated Contact

  Triggered when a contact is created or changed in OnePageCRM.

• Trigger
  Updated Deal

  Triggered when a deal is created or changed in OnePageCRM.

• Action
  Close Sales Cycle

  Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.

• Action
  Create Call

  Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.

• Action
  Create Contact

  Creates a contact in OnePageCRM, including your account's own custom fields.

• Action
  Create Deal

  Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.

• Action
  Create Next Action

  Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.

• Action
  Create Note

  Adds a note to a contact's timeline in OnePageCRM.

• Action
  Find Contact

  Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.

• Action
  Find Deal

  Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.

• Action
  Find User

  Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.

• Action
  Update Contact

  Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.

• Action
  Update Deal

  Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.