Integration
Connect OnePageCRM to FilePost
When something happens in OnePageCRM, your agent does the next thing in FilePost. 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 FilePost 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 FilePost
Triggers and actions 9 triggers ยท 21 actions
Trigger
Closed Sales CycleTriggered when a sales cycle is closed โ a deal is marked won or lost.
Trigger
Completed Next ActionTriggered when a next action is marked done in OnePageCRM.
Trigger
New CallTriggered when a phone call is logged in OnePageCRM.
Trigger
New ContactTriggered when a new contact is created in OnePageCRM.
Trigger
New DealTriggered when a new deal is created in OnePageCRM.
Trigger
New Next ActionTriggered when a new next action is created in OnePageCRM.
Trigger
New NoteTriggered when a new note is added to a contact in OnePageCRM.
Trigger
Updated ContactTriggered when a contact is created or changed in OnePageCRM.
Trigger
Updated DealTriggered when a deal is created or changed in OnePageCRM.
Action
Close Sales CycleCloses a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
Action
Create CallLogs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
Action
Create ContactCreates a contact in OnePageCRM, including your account's own custom fields.
Action
Create DealCreates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
Action
Create Next ActionAdds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
Action
Create NoteAdds a note to a contact's timeline in OnePageCRM.
Action
Find ContactFinds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
Action
Find DealFinds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
Action
Find UserFinds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
Action
Update ContactUpdates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
Action
Update DealUpdates a deal in OnePageCRM. Anything you leave blank keeps its current value.
Action
Create Intake LinkCreates a FilePost intake link โ a public upload page you can send to someone so they can drop files to you, with your own limits on file type, size, count and how long it stays open.
Action
Delete FilePermanently deletes a file from FilePost. The stored file and its public link are removed and cannot be recovered.
Action
Delete intake linkCloses a FilePost intake link so it stops accepting uploads. Files already uploaded through it are untouched, and the slot frees up against your plan's limit on active links.
Action
Get fileReturns the details FilePost holds about one stored file โ its name, size, type, download link and when it expires.
Action
Get intake linkReturns one intake link from your FilePost account, looked up by its intake link ID. FilePost has no single-link endpoint, so the link is selected out of your full list of intake links.
Action
List FilesReturns the files stored in your FilePost account, newest first, together with the total number of files.
Action
List intake linksReturns the intake links on your FilePost account, with each link's label, public upload page, limits and expiry.
Action
Update fileChanges whether a stored file's name appears in its public link, and returns the file with its new link.
Action
Upload FileUploads a file to FilePost and returns its shareable link.
Action
Upload File From URLStores a file from a public web link in FilePost and returns its shareable link.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.