Connect Peerdom to OnePageCRM

Both apps 49Peerdom 29OnePageCRM 20

• Trigger
  New Group

  Triggered when a new circle is created

• Trigger
  New Map

  Triggers when a new map is created.

• Trigger
  New Peer

  Triggers when a new peer is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Role

  Triggers when a new role is created.

• Action
  Add Goal

  Create a goal on a role or circle. POST /goals

• Action
  Assign Role to Peer

  Assigns an existing role to a peer in Peerdom.

• Action
  Create Group

  Creates a new group in Peerdom.

• Action
  Create Peer

  Creates a new peer in Peerdom.

• Action
  Create Role

  Creates a new role in Peerdom.

• Action
  Delete Group

  Delete a group by id. DELETE /groups/{id}

• Action
  Delete Peer

  Delete a peer by id. DELETE /peers/{id}

• Action
  Delete Role

  Delete a role by id from a live or draft map. DELETE /roles/{id}

• Action
  Get Group

  Get a single group by id. GET /groups/{id}

• Action
  Get Peer

  Get a single peer by id. GET /peers/{id}

• Action
  Get Peer by E-Mail

  Get Peer by a Given E-Mail.

• Action
  Get Project

  Get a single project by id. GET /projects/{id}

• Action
  Get Role

  Get a single role by id from a live or draft map. GET /roles/{id}

• Action
  List Groups

  List all groups. GET /groups

• Action
  List Maps

  List all maps in the tenant. GET /maps

• Action
  List Peers

  List all peers in the tenant. GET /peers

• Action
  List Projects

  List all projects. GET /projects

• Action
  List Roles

  List all roles. GET /roles

• Action
  Unassign Peer From Role

  Unassign peer from a given role.

• Action
  Update Goal

  Update a goal by id. PATCH /goals/{id}

• Action
  Update Group

  Updates an existing group (circle, bubble, pod, etc.) in Peerdom.

• Action
  Update Peer

  Updates an existing peer in Peerdom.

• Action
  Update Project

  Update a project by id. PATCH /projects/{id}

• Action
  Update Role

  Updates an existing role in Peerdom.

• 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.

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