Connect OnePageCRM to Lob

Both apps 60OnePageCRM 20Lob 40

• 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
  Autocomplete US Address

  Suggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type.

• Action
  Bulk Verify International Addresses

  Checks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable.

• Action
  Cancel Check

  Cancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window.

• Action
  Cancel Letter

  Cancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window.

• Action
  Cancel Postcard

  Cancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window.

• Action
  Create Address

  Saves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings.

• Action
  Create Bank Account

  Saves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet.

• Action
  Create Template

  Saves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version.

• Action
  Delete Address

  Deletes a saved address from Lob. Returns the deleted address's ID.

• Action
  Delete Bank Account

  Deletes a saved bank account from Lob. Returns the deleted bank account's ID.

• Action
  Delete Template

  Deletes an HTML template from Lob. Returns the deleted template's ID.

• Action
  Get Address

  Returns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it.

• Action
  Get Bank Account

  Returns one saved bank account from Lob by its ID, including whether it has been verified.

• Action
  Get Check

  Returns one check from Lob by its ID, including its amount, status and delivery tracking events.

• Action
  Get Letter

  Returns one letter from Lob by its ID, including its status, addresses and delivery tracking events.

• Action
  Get Postcard

  Returns one postcard from Lob by its ID, including its status, addresses and delivery tracking events.

• Action
  Get Template

  Returns one HTML template from Lob by its ID, including its published version and version history.

• Action
  List Addresses

  Returns the saved addresses in your Lob address book, newest first, with cursors for paging through more.

• Action
  List Bank Accounts

  Returns the bank accounts saved in your Lob account, newest first, with cursors for paging through more.

• Action
  List Booklets

  Returns the booklets you have created in Lob, newest first, with cursors for paging through more.

• Action
  List Campaigns

  Returns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more.

• Action
  List Checks

  Returns the checks you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Informed Delivery Campaigns

  Returns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more.

• Action
  List Letters

  Returns the letters you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Postcards

  Returns the postcards you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List QR Code Analytics

  Returns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total.

• Action
  List Snap Packs

  Returns the snap packs you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Templates

  Returns the saved HTML templates in your Lob account, newest first, with cursors for paging through more.

• Action
  List Uploads

  Returns the recipient-list uploads in your Lob account, optionally narrowed to one campaign.

• Action
  Look Up ZIP Code

  Looks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type.

• Action
  Reverse Geocode Lookup

  Takes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point.

• Action
  Send Check

  Prints and mails a physical check drawn on your Lob bank account to the recipient address you name.

• Action
  Send Letter

  Prints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template.

• Action
  Send Postcard

  Prints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template.

• Action
  Update Template

  Changes an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was.

• Action
  Validate Recipient Identity

  Checks whether a person or company name is actually associated with a US address, and returns a confidence level and match score.

• Action
  Verify Bank Account

  Confirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks.

• Action
  Verify International Address

  Checks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered.

• Action
  Verify Single Line US Address

  Checks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable.

• Action
  Verify US Address

  Checks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable.

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