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noCRM.io

The noCRM.io modules allow you to watch, create, update, list, retrieve, and delete the leads, prospecting lists, and prospects in your noCRM.io account.

Getting Started with noCRM.io

Prerequisites

• A noCRM.io account

In order to use noCRM.io with Ibexa Connect, it is necessary to have a noCRM.io account. If you do not have one, you can create a noCRM.io account at register.nocrm.io.

Note

The module dialog fields that are displayed in bold (in the Ibexa Connect scenario, not in this documentation article) are mandatory!

Connecting noCRM.io to Ibexa Connect

To connect your noCRM.io account to Ibexa Connect you need to obtain the API Key from your noCRM.io account and insert it in the Create a connection dialog in the Ibexa Connect module.

1. Log in to your noCRM.io account.

2. Click Settings > Admin Panel > Activities > Webhooks and AP*I > *API Keys > Create an API Key. Enter the name of the API and description, click Save. Copy the API key to your clipboard.

3. Go to Ibexa Connect and open the noCRM.io module's Create a connection dialog.

4. In the Connection name field, enter a name for the connection.

5. In the Subdomain field, enter your account domain name. For example, if your account's URL address is https://xyz.nocrm.io/ then your subdomain is xyz.

6. In the API Key field, enter the API key copied in step 2, and click Continue.

The connection has been established.

Leads

Watch Lead Created

Triggers when a new lead is created.

Note

You do not have to add the webhooks in the noCRM.io as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.

Watch Lead Step Changed

Triggers when a step of a lead is changed. This trigger only works for the Expert edition.

Note

You do not have to add the webhooks in the noCRM.io as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.

Watch Lead Assigned

Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition.

Note

You do not have to add the webhooks in the noCRM.io as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.

Watch Lead Content/Description Changed

Triggers when the content (description) of a lead is updated. This trigger only works for the Expert edition.

Note

You do not have to add the webhooks in the noCRM.io as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.

Watch Lead Deleted

Triggers when a lead is deleted. This trigger only works for the Expert edition.

Note

You do not have to add the webhooks in the noCRM.io as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.

Watch Task Status Changed

Triggers when a specific status of the task is changed. This trigger only works for the Expert edition.

You do not have to add the webhooks in the noCRM.io as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.

Watch Unassigned Lead Created

Triggers when a lead is created unassigned. This trigger only works for the Expert edition.

Note

You do not have to add the webhooks in the noCRM.io as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.

Watch Task Status Changed

Triggers when a specific status of the task is changed. This trigger only works for the Expert edition.

You do not have to add the webhooks in the noCRM.io as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.

Watch Lead (Manual Trigger)

Triggers when someone clicks on the lead Actions menu for a manual fire. This trigger only works for the Expert edition.

Note

You do not have to add the webhooks in the noCRM.io as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.

Get a Lead

Gets a lead specified by ID.

Lead ID	Select the Lead ID whose details you want to retrieve.

Create a Lead

Creates a new lead.

Title	Enter the name of the lead. For example, XYZ corporation.
Description	Enter the details of the lead. For example, the contact details of the company.
User ID	Select the User ID to whom you want to assign the lead.
Tags	Add the tags for the lead.
Created at	Enter the date when the lead is being created.

Update a Lead

Updates a lead by specified by ID.

Lead ID	Select the Lead ID whose details you want to update.
Title	Enter the name of the lead. For example, XYZ corporation.
Description	Enter the details of the lead. For example, the contact details of the company.
Status	Select the status of the lead: Todo Stand By Won Lost Canceled
Amount	Enter the amount of deal expected from the lead.
Probability	Enter the probability of the lead. The probability cannot be set if there is no amount mentioned.
Starred	Select whether this lead should be starred.
Step	Select the step at which the lead is in: Incoming Contacted Quotation Sent Closing
User ID	Select the User ID to whom you want to assign the lead.
Tags	Add the tags for the lead.
Created at	Enter the date when the lead is being created.
Estimated Closing Date	Enter the date when the lead is expected to be closed.

Delete a Lead

Deletes a lead specified by ID.

Lead ID	Select the Lead ID you want to delete.

Update a Title of a Lead

Updates a title of a lead specified by ID.

Lead ID	Select the Lead ID whose title you want to update.
Title	Enter a new name for the lead.

Update a Step of a Lead

Updates a step of a lead specified by ID.

Lead ID	Select the Lead ID whose steps you want to update.
Step	Select a new step for the lead.

Add Tags on a Lead

Adds new tags on a lead specified by ID. This action only works for the Expert edition.

Lead ID	Select the Lead ID to which you want to add the tags.
Tags	Select a new step for the lead.

Update an Estimated Closing Date on a Lead

Gets an estimated closing date on a lead specified by ID.

Lead ID	Select the Lead ID whose estimated closing date you want to update.
Estimated Closing Date	Enter a new estimated closing date of the lead.

Update an Amount and a Probability of a Lead

Sets an amount and a probability of a lead specified by ID.

Lead ID	Select the Lead ID whose amount and probability you want to update.
Amount	Enter the new amount of the lead.
Probability	Enter the new probability of the lead.

Update a Status of a Lead

Updates the status of a lead specified by ID.

Lead ID	Select the Lead ID whose status you want to update.
Status	Select the status of the lead: Todo Stand By Won Lost Canceled

Create a Comment on a Lead

Creates a comment on a lead specified by ID. This action only works for the Expert edition.

Lead ID	Select the Lead ID to which you want to add the comment.
Content	Enter the comment text.
User ID	Select the User ID who is adding the comment.
Add an attachment to the comment?	Select whether you want to add an attachment to the comment.
File Name	Enter the attachment file name. For example, inovice.xml.
File Data	Enter (map) the file data.
Activity ID	Select the Activity ID of the comment: Call Answered Unanswered E-mail Meeting

Add an Attachment on a Lead

Adds an attachment on a lead.

Lead ID	Select the Lead ID to which you want to add the attachment.
File Name	Enter the attachment file name. For example, inovice.xml
File Data	Enter (map) the file data.

Search Leads

Searches lead by provided queries.

Direction	Select the direction in which you want to sort the leads: Ascendant Descendant
Order By	Select the order in which you want to list the searched leads: ID Creation Date Last Update Next Action Sale Step Amount Probability Alphabetically Probalized Amount
Status	Select the status to search the lead with the specified status.
Step	Select the steps to search the lead with the specified steps.
User ID	Select the User ID to search the leads assigned to the specified user.
Email	Enter the email address of the lead whom you want to search.
Field Key	Enter the field name provided the lead's description which has been set as a key to detecting duplicates. It has to be used with the Field Value parameter. This parameter is only available for Expert accounts.
Field Value	Enter the field value corresponding to the Field Key parameter. This returns the leads containing this value in the Field Key. It has to be used with the Field Key parameter. This parameter is only available for Expert accounts.
Tags	Add the tags to search only the lead with the specified tags.
Updated After	Enter the date to search the leads that are created or updated on or after the specified date.
Start Date	Enter the date to search the leads that are created or updated on or after the specified date.
End Date	Enter the date to search the leads that are created or updated on or before the specified date.
Date Range Type	Select the option for the date range to list the orders: Creation Update Next Action Closed
Include Unassigned	Select to include the unassigned leads.
Limit	Set the maximum number of leads Ibexa Connect should return during one scenario execution cycle.

Log an Activity

Logs an activity on a lead specified by ID. This action only works for the Expert edition.

Lead ID	Select the Lead ID whose activity you want to log.
Content	Enter the activity details.
User ID	Select the User ID to whom the activity belongs to.
Activity ID	Select the activity ID: Call Answered Unanswered E-mail Meeting

Prospecting Lists

Search Prospecting Lists

Searches a prospecting list.

Title	Enter the name of the prospecting list you want to search.
Direction	Select the direction in which you want to sort the prospects: Ascendant Descendant
Limit	Set the maximum number of prospecting lists Ibexa Connect should return during one scenario execution cycle.

Get a Prospecting List

Gets a prospecting list specified by ID.

Prospecting List	Select the Prospecting List ID whose details you want to retrieve.

Prospects

Watch Prospect Created

Triggers when a prospect is created in a prospect list. This trigger only works for the Expert edition.

Note

You do not have to add the webhooks in the noCRM.io as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.

Get a Prospect in a Prospecting List

Gets a specific row on a prospecting list specified by ID.

Spreadsheet ID	Select the Spreadsheet ID of the prospecting list whose prospect details you want to retrieve.
Row ID	Select the Row ID of the prospect whose details you want to retrieve.

Add a Prospect to a Prospecting List

Creates a row on a prospecting list specified by ID. This action only works for the Expert edition.

Spreadsheet ID	Select the Spreadsheet ID of the prospecting list to which you want to add the prospect.
Lead's Name	Enter the name of the lead. For example, the company name.
First Name	Enter the first name of the contact person of the lead.
Last Name	Enter the last name of the lead.
Email	Enter the contact email address of the lead.
Phone	Enter the phone number of the lead.

Update a Prospect in a Prospecting List

Updates a specific row on a prospecting list specified by ID.

Spreadsheet ID	Select the Spreadsheet ID of the prospecting list whose prospect's details you want to update.
Row ID	Select the Row ID of the prospect whose details you want to update.
Lead's Name	Enter the name of the lead. For example, the company name.
First Name	Enter the first name of the contact person of the lead.
Last Name	Enter the last name of the lead.
Email	Enter the contact email address of the lead.
Phone	Enter the phone number of the lead.

Delete a Prospect in a Prospecting List

Deletes a specific row on a prospecting list specified by ID.

Spreadsheet ID	Select the Spreadsheet ID of the prospecting list whose prospect you want to delete.
Row ID	Select the Row ID of the prospect you want to delete.
pecting List

Deletes a specific row on a prospecting list specified by ID.

Spreadsheet ID	Select the Spreadsheet ID of the prospecting list whose prospect you want to delete.
Row ID	Select the Row ID of the prospect you want to delete.