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NoCRM.io connects to a Nagent workspace with an API key. Once it is connected, agents can call 9 NoCRM.io actions, such as "Add a tag to a lead", "Create Lead" and "List All Teams". Nothing is enabled on connect: each action is allowed one at a time, and an action with side effects runs or waits for a person according to the agent's level.
Every operation an agent can call against NoCRM.io, with input parameters and output schema.
NOCRM_IO_ADD_A_TAG_TO_A_LEADTool to add a tag to a lead. Use when you need to assign one or more tags to a specified lead via noCRM.io.
Input parameters
Tag or comma-separated tags to add to the lead.
The unique identifier of the lead to add the tag to.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
NOCRM_IO_APPEND_TO_LEADS_DESCRIPTIONTool to append text to the lead's description. Use when you need to add context incrementally without overwriting. Example: Append 'Left voicemail' to lead 1234.
Input parameters
Unique identifier of the lead to update
Text to append to the lead's description. Cannot be used simultaneously with the `description` parameter.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
NOCRM_IO_ASSIGN_LEAD_TO_USERTool to assign a lead to a user. Use when reassigning a lead to the correct owner to trigger assignment notification.
Input parameters
Unique identifier of the lead to assign
ID or email of the user who will receive the lead
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
NOCRM_IO_CHANGE_LEAD_STATUS_CANCELLEDTool to change a lead's status to 'Cancelled'. Use after confirming no further follow-up is needed and the lead should be marked as cancelled.
Input parameters
The unique identifier of the lead to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
NOCRM_IO_CHANGE_LEAD_STATUS_STANDBYTool to change a lead's status to 'StandBy'. Use when scheduling follow-up after determining the next contact should occur in a set number of days.
Input parameters
Number of days to schedule the next reminder; must be a positive integer
The unique identifier of the lead to update
Optional activity ID to associate with the reminder
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
NOCRM_IO_CREATE_LEADTool to create a new lead. Use when adding a fresh prospect to your pipeline via noCRM.io. Example: Create a lead titled 'ACME Corp' assigned to a user.
Input parameters
Step's name for the lead.
Tags describing the lead.
Lead's title, usually corresponding to the company name.
Email address or ID of the user to assign the lead to. When using USER token, providing this yields an error.
Lead's description, typically containing contact information.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
NOCRM_IO_DELETE_LEADTool to delete a lead. Use when you need to permanently remove a specific lead after verifying it is no longer needed.
Input parameters
Unique identifier of the lead to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
NOCRM_IO_DUPLICATE_LEADTool to duplicate a lead. Use when cloning an existing lead into a new step without overwriting original.
Input parameters
Name of the pipeline step for the new duplicated lead. Use after reviewing existing lead details.
Unique identifier of the lead to duplicate.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
NOCRM_IO_LIST_ALL_TEAMSTool to retrieve all teams. Use when you need to fetch every team and its members from noCRM.io.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
Agents can call 9 NoCRM.io actions on Nagent, including "Add a tag to a lead", "Create Lead" and "List All Teams". Add a tag to a lead: Add a tag to a lead. Each action is listed on this page with its input parameters and its output.
NoCRM.io connects with an API key, under your workspace's own connection. Nothing is enabled on connect: each action is allowed one at a time and can be scoped to the agents that need it.
Add a tag to a lead takes 2 required inputs: tag and lead_id. It returns data, error and successful.