Integration
Connect OnePageCRM to Baremetrics
When something happens in OnePageCRM, your agent does the next thing in Baremetrics. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want OnePageCRM and Baremetrics to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with OnePageCRM and Baremetrics
Triggers and actions 9 triggers · 25 actions
Trigger
Closed Sales CycleTriggered when a sales cycle is closed — a deal is marked won or lost.
- Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
- New Call
Triggered when a phone call is logged in OnePageCRM.
- New Contact
Triggered when a new contact is created in OnePageCRM.
- New Deal
Triggered when a new deal is created in OnePageCRM.
- New Next Action
Triggered when a new next action is created in OnePageCRM.
- New Note
Triggered when a new note is added to a contact in OnePageCRM.
- Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
- Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
- Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
- Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
- Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
- Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
- Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
- Create Note
Adds a note to a contact's timeline in OnePageCRM.
- Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
- Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
- Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
- Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
- Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.
Action
Add goalCreate a new revenue or metric goal for a data source.
- Augment Customer
Augments a customer with data.
- Cancel subscription
Cancel an active customer subscription.
- Create Subscription
Creates a new Subscription.
- Delete goal
Remove a goal from a data source.
- Delete subscription
Remove a subscription from a Baremetrics data source.
- Get annotation
Look up a single annotation's details by ID.
- Get charge
Look up a single charge's details by ID.
- Get goal
Look up a single goal's details by ID.
- Get plan
Look up a single pricing plan's details by ID.
- List annotations
Retrieve the list of annotations (notes marked on a metrics chart) for a data source.
- List goals
Retrieve the list of revenue/metric goals defined for a data source.
- List plans
Retrieve the list of pricing plans defined for a data source.
- List subscriptions
Retrieve the list of customer subscriptions for a data source.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.