Automate OnePageCRM for free on Stepper

New Contact

Triggers when a new contact is created in OnePageCRM.

• 1 parameters
• Status Filter

Updated Contact

Triggers when an existing contact is updated in OnePageCRM.

New Deal

Triggers when a new deal is created in OnePageCRM.

• 1 parameters
• Pipeline Filter

New Action (Task)

Triggers when a new action (task) is created in OnePageCRM.

Create Contact

Creates a new contact in OnePageCRM.

• 11 parameters
• First Name
• Last Name
• Job Title
• Company Name
• Email
• Phone
• Status
• Lead Source
• Owner
• Background
• Tags

Update Contact

Updates an existing contact in OnePageCRM.

• 12 parameters
• Contact
• First Name
• Last Name
• Job Title
• Company Name
• Email
• Phone
• Status
• Lead Source
• Owner
• Background
• Tags

Find Contact

Finds a contact in OnePageCRM by name or email.

• 1 parameters
• Search Query

Create Deal

Creates a new deal in OnePageCRM.

• 9 parameters
• Contact
• Deal Name
• Amount
• Status
• Pipeline
• Stage (%)
• Expected Close Date
• Notes
• Owner

Update Deal

Updates an existing deal in OnePageCRM.

• 8 parameters
• Deal
• Deal Name
• Amount
• Status
• Pipeline
• Stage (%)
• Expected Close Date
• Notes

Create Note

Creates a new note for a contact in OnePageCRM.

• 4 parameters
• Contact
• Note Text
• Date
• Linked Deal

Create Action

Creates a new action (task) for a contact in OnePageCRM.

• 5 parameters
• Contact
• Action Text
• Due Date
• Priority
• Assignee

Make HTTP Request

Make an HTTP request to any URL with full control over method, headers, and body.