rocketkind
Sales

OnePageCRM

OnePageCRM tracks contacts, deals and the single next action to take with each one.

Authentication

  • API key

Actions

Generic API request. Call any OnePageCRM API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • List actionsList actions (tasks) on the OnePageCRM account (GET /actions.json).
  • List contactsList the contacts on the connected OnePageCRM account — the entry point for finding the contact id a deal or an action is attached to.
  • List dealsList the deals on the connected OnePageCRM account for a pipeline view or a revenue roll-up.

Triggers

  • Action created or updated (webhook)Starts when an action (task) is created or its details change in the connected OnePageCRM account, delivered by a webhook instead of polling.
  • Contact created or updated (webhook)Starts when a contact is created or its details change in the connected OnePageCRM account, delivered by a webhook instead of polling.
  • Deal created or updated (webhook)Starts when a deal is created or its details change in the connected OnePageCRM account, delivered by a webhook instead of polling.
  • New or updated actionStarts when an action (task) is created or its details change in the connected OnePageCRM account.
  • New or updated contactStarts when a contact is created or its details change in the connected OnePageCRM account.
  • New or updated dealStarts when a deal is created or its details change in the connected OnePageCRM account.

Product names, logos and brands are the property of their respective owners and are used here for identification only. Their use does not imply endorsement by, or affiliation with, those owners.