noCRM.io

noCRM.io Help & Support

What noCRM.io Triggers and Actions are Supported?

Supported Triggers#

  • New Deleted Lead - Triggers when a lead is deleted. This trigger only works for Expert edition.
  • New Unassigned Lead - Triggers when a lead is created unassigned. This trigger only works for Expert edition.
  • New Lead Step Changed To... - Triggers when a specific step of the lead is changed. This trigger only works for Expert edition.
  • New Lead Content Changed - Triggers when the content of a lead is updated. This trigger only works for Expert edition.
  • New Lead Status Changed To... - Triggers when a specific status of the lead is changed.
  • New Manual Trigger - Trigger added in the lead Actions menu for a manual fire. This trigger only works for Expert edition.
  • New Lead - Triggers when a lead is created.
  • New Task Status Changed To... - Triggers when a specific status of the task is changed. This trigger only works for Expert edition.

Supported Searches#

  • Find Lead - Finds a lead from an email address.
  • Find a Prospecting List - Finds a prospecting list by searching.

Supported Actions#

  • Add Comment - Create a comment on a specific lead based on the parameters given. This action only works for Expert edition.
  • Change Step - Change the step of a lead
  • Create Row - Create a row on a specific prospecting list based on the data given. This action only works for Expert edition.
  • Set Amount and Probability - Set the amount and the probability of a lead
  • Change Status - Change the status of a lead to Won, Cancelled or Lost
  • Add Attachment - Add an attachment to a lead
  • Log an Activity - Log an activity on a specific lead based on the parameters given. This action only works for Expert edition.
  • Create Lead - Creates a new lead.
  • Add Tags - Create a new tag on a specific lead based on the parameters given.This action only works for Expert edition.

How to Get Started with noCRM.io on Zapier

How to Get Started with noCRM.io on Zapier#

To get started with noCRM.io on Zapier, first you will need to click to connect your noCRM.io account to use with your Zap.

Click to connect noCRM.io

Next, you'll be asked to enter your noCRM.io's API key.

noCRM.io API Key

To locate your API Key in your noCRM.io account, please follow these steps:

  1. Log into your noCRM.io account
  2. Click on the settings icon on the top navigation bar and select "Admin panel"
  3. Click "Webhooks and API"
  4. Select "API Keys" tab
  5. Click "Create an API Key"
  6. Name your Key
  7. Copy the generated API key to your clipboard

Paste your key back into your Zapier account and then “Continue”. If your API key was entered correctly your noCRM.io account will now be successfully connected.

noCRM.io connection successfull

Common Problems with noCRM.io on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end

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