Integration

Connect OnePageCRM to NEXT

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

OnePageCRM9 triggersOnePageCRM11 actionsNEXT15 actions

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What do you want OnePageCRM and NEXT 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 NEXT

Triggers and actions 9 triggers · 26 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
Add Record
Create a record (feedback/insight item) in NEXT. POST /records
Action
Add Tag
Create a tag. POST /tags
Action
Create Account
Creates an account in NEXT
Action
Create Highlight
Creates a highlight in NEXT
Action
Create Recording
Creates a recording in NEXT
Action
Delete Record
Delete a record. DELETE /records/{id}
Action
Delete Tag
Delete a tag. DELETE /tags/{id}
Action
Find Account
Find an account in NEXT
Action
Find Records by Relevance
Search records by relevance/query. GET /search-records
Action
Get Project
Retrieve a project. GET /projects/{id}
Action
Get Record
Retrieve a record by ID. GET /records/{id}
Action
Get Tag
Retrieve a tag by ID. GET /tags/{id}
Action
List Tags
List all tags. GET /tags
Action
Update Record
Update an existing record. PUT /records/{id}
Action
Update Tag
Update a tag. PUT /tags/{id}

Each app on its own

The other way round: NEXT to OnePageCRM