NoCRM Tools

Universal delete tool that removes ANY NoCRM resource using smart ID routing. Returns confirmation of deletion. CAUTION: Deletion is permanent and can...

Universal fetch tool that retrieves ANY NoCRM resource using smart ID routing with colon-separated format. Supports leads, clients, users, teams, pipe...

Add a lead to an existing client folder. Returns the updated lead object with client_folder_id set.

Assign a lead to a collaborator. The user will be notified by email if their notification preferences are enabled. Returns the updated lead object.

Create a comment on a lead. Returns the created comment object with user details and attachments.

Duplicate a lead. Returns the new lead object. If step is not provided, the duplicated lead will go to the first step of the same pipeline.

Get temporary download URL for a lead attachment. URL expires in 180 seconds. Only works for attachments of kind 'attachment' (not accounting integrat...

List all sales activities recorded in your NoCRM account. Use it to gather insights on past and upcoming sales interactions, helping prioritize tasks ...

List all categories available for classifying leads in your NoCRM system. Utilize this to organize and filter leads based on customized categories. Re...

Fetch a list of client folders from your NoCRM account. Use this to categorize and organize clients effectively. It returns folder details like folder...

Retrieve a list of custom fields set up in your NoCRM account. Use this function to see all configurable data fields that can enhance your lead profil...

List post-sales tasks (follow-ups) for a specific lead or user. Either lead_id or user_id is required. Returns follow-up tasks with details like IDs, ...

List all attachments on a lead. Includes regular file attachments, business cards, and attachments from accounting integrations (Freshbooks, QuickBook...

List all comments on a lead. Returns comments with attachments, activity info, user details, and reactions.

List all leads stored in your NoCRM system with advanced filtering, sorting, and pagination. Use this to review, process, and analyze sales opportunit...

Access a list of all sales pipelines available within your NoCRM system. Ideal for monitoring and organizing various sales workflows. Returns pipeline...

Obtain a list of predefined tags that you can use to label and organize leads within your NoCRM account. Perfect for implementing a consistent tagging...

List all prospecting lists (spreadsheets) created within your NoCRM system with filtering, sorting, and pagination. Use this to access and manage your...

Retrieve a list of all sales steps configured in your NoCRM account. Use this to view and manage the different stages your leads go through in the sal...

Retrieve a list of all teams set up in your NoCRM system. This is helpful for organizing sales activities and assignments across different teams. It p...

Get a list of all users within your NoCRM account. Use this to manage and assign tasks within your sales team. Returns user profiles including user ID...

Fetch a list of all possible webhook events that can be triggered within NoCRM. Ideal for understanding the types of events you can subscribe to for a...

Retrieve a list of all webhooks configured in your NoCRM account. Use this endpoint to monitor or update webhook configurations to ensure integrations...

Update a comment on a lead. Returns the updated comment object.

Create a new client folder or update an existing one. If id is provided, updates the folder with provided fields. Otherwise creates a new folder. Retu...

Create a new lead or update an existing lead. If id is provided, updates the lead with provided fields. Otherwise creates a new lead. Returns the crea...

Create a new prospecting list (spreadsheet) or update an existing one. If id is provided, updates the list with provided fields. Otherwise creates a n...

Create a new team or update an existing team name. If id is provided, updates the team. Otherwise creates a new team. Returns the created or updated t...

Create a new user or update an existing user. If id is provided, updates the user with provided fields. Otherwise creates a new user. Returns the crea...

Create a new webhook or update an existing one. If id is provided, updates the webhook. Otherwise creates a new webhook. Returns the created or update...

Universal search tool that performs natural language queries across NoCRM resources including leads, clients, users, and prospecting lists. Parses que...