APIANT.aiApp
OnePageCRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
What your agent can do with OnePageCRM
Triggers and actions 9 triggers · 11 actions
- TriggerClosed Sales Cycle
Triggered when a sales cycle is closed — a deal is marked won or lost.
- TriggerCompleted Next Action
Triggered when a next action is marked done in OnePageCRM.
- TriggerNew Call
Triggered when a phone call is logged in OnePageCRM.
- TriggerNew Contact
Triggered when a new contact is created in OnePageCRM.
- TriggerNew Deal
Triggered when a new deal is created in OnePageCRM.
- TriggerNew Next Action
Triggered when a new next action is created in OnePageCRM.
- TriggerNew Note
Triggered when a new note is added to a contact in OnePageCRM.
- TriggerUpdated Contact
Triggered when a contact is created or changed in OnePageCRM.
- TriggerUpdated Deal
Triggered when a deal is created or changed in OnePageCRM.
- ActionClose Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
- ActionCreate Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
- ActionCreate Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
- ActionCreate Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
- ActionCreate Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
- ActionCreate Note
Adds a note to a contact's timeline in OnePageCRM.
- ActionFind Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
- ActionFind Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
- ActionFind User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
- ActionUpdate Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
- ActionUpdate 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.
Not listed?
Need a trigger or action that is not here?
Ask your agent. Describe what you need in plain language and it reads the OnePageCRM API documentation, builds the operation at whatever depth the API allows, tests every branch and ships it. The list above is what exists today, not the limit.