Nocrm Tools

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...

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

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

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

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

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...

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

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

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

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.

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

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

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

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...

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 ...

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

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

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...

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

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...

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, ...

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...

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...

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

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

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