Connect Decision Journal and OpenCRM to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Decision Journal with OpenCRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Decision Published" from Decision Journal.

Add your action

An action happens after the trigger—such as "New/Update Activity" in OpenCRM.

You’re connected!

Zapier seamlessly connects Decision Journal and OpenCRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Decision Published
Triggers when a new decision has been published.
Trigger
Polling
Try It
- Decision ID
  Required
- Acutal Outcome
  Required
- Accuracy Score
  Required
- Learnings and Review
  Required
- Status
  Required
- Months to Next Review
- Skill vs Luck Weight
Action
Write
New/Update Activity
Create or update an Activity in your OpenCRM system.
Action
Write
New/Update Contact
Create or update a Contact in your OpenCRM system.
Action
Write
New/Update Opportunity
Create or update an Opportunity in your OpenCRM system.
Action
Write

- Title
  Required
- Tags
- Context
  Required
- Expected Outcome
  Required
- Skill vs Luck Weight
- Months to Next Review
  Required
- Status
  Required
Action
Write
- Query
- Status
- Due for Review
- Limit
Action
Search
New/Update Company
Create or update a new company in your OpenCRM system.
Action
Write
New/Update Lead
Create or update a Lead in your OpenCRM system.
Action
Write

For AI agents & developers

Use Decision Journal and OpenCRM with AI agents and code

Beyond Zap workflows. Call Decision Journal and OpenCRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Decision Journal and OpenCRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Decision
New/Update Activity

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Decision Journal and OpenCRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* decision-journal / opencrm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Decision Journal and OpenCRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Decision Journal to OpenCRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Decision Journal

Decision Journal helps you to become a better decision maker by keeping track of your decisions and reviewing how they turn out.

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Related categories

Notes

About OpenCRM

OpenCRM is a UK CRM system that helps you manage sales, customers, contacts, finances, projects, and more.