Integration

Connect OnePageCRM to ChatBotKit

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

OnePageCRM9 triggersOnePageCRM11 actionsChatBotKit17 actions

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What do you want OnePageCRM and ChatBotKit 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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Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

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Everything your agent can do with OnePageCRM and ChatBotKit

Triggers and actions 9 triggers · 28 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.
Action
Create Record
Creates a new record.
Action
Delete Bot
Deletes a bot by id. POST /v1/bot/delete.
Action
Delete Contact
Deletes a contact by id. POST /v1/contact/delete.
Action
Delete Conversation
Deletes a conversation by id. POST /v1/conversation/delete.
Action
Delete Dataset
Deletes a dataset by id. POST /v1/dataset/delete.
Action
Get Bot
Fetches a single bot by id. POST /v1/bot/fetch.
Action
Get Contact
Fetches a single contact by id. POST /v1/contact/fetch.
Action
Get Conversation
Fetches a single conversation by id, including its messages. POST /v1/conversation/fetch.
Action
Get Dataset
Fetches a single dataset by id. POST /v1/dataset/fetch.
Action
List Bots
Returns all bots on the account. POST /v1/bot/list (cursor pagination).
Action
List Contacts
Returns all contacts, cursor-paginated. POST /v1/contact/list.
Action
List Conversations
Returns all conversations, cursor-paginated. POST /v1/conversation/list.
Action
List Datasets
Returns all datasets, cursor-paginated. POST /v1/dataset/list.
Action
List Skillsets
Returns all skillsets, cursor-paginated. POST /v1/skillset/list.
Action
Update Bot
Updates an existing bot's fields. POST /v1/bot/update.
Action
Update Contact
Updates an existing contact's fields. POST /v1/contact/update.
Action
Update Conversation
Updates a conversation's metadata (e.g. name). POST /v1/conversation/update.

Each app on its own

The other way round: ChatBotKit to OnePageCRM