Integration

Connect OnePageCRM to Benetics

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

OnePageCRM9 triggersOnePageCRM11 actionsBenetics4 triggersBenetics25 actions

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What do you want OnePageCRM and Benetics 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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Everything your agent can do with OnePageCRM and Benetics

Triggers and actions 13 triggers · 36 actions

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.
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.

Each app on its own

The other way round: Benetics to OnePageCRM