Put OkayCRM to work with AI and enterprise-grade automation
Automate smarter with OkayCRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
Google Sheets
Google, Spreadsheets
Facebook Lead Ads
Ads & Conversion, Facebook
Airtable
Databases
ActiveCampaign
Marketing Automation
TikTok Lead Generation
Ads & Conversion
Google Sheets
Google, Spreadsheets
Facebook Lead Ads
Ads & Conversion, Facebook
Airtable
Databases
ActiveCampaign
Marketing Automation
TikTok Lead Generation
Ads & Conversion
Google Sheets
Google, Spreadsheets
Facebook Lead Ads
Ads & Conversion, Facebook
Airtable
Databases
ActiveCampaign
Marketing Automation
TikTok Lead Generation
Ads & Conversion
Join millions worldwide who automate their work using Zapier
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.
- Create Company
Creates a new Company in the system
ActionWrite - Update Company
Updates an existing Company in the system
ActionWrite - Find or Create Company
Finds a Company in the system
ActionSearch or write
- Delete Company
Deletes a Company in the system
ActionWrite - Find Company
Finds a Company in the system
ActionSearch
For builders
Let your AI safely access OkayCRM
Go beyond Zap workflows. Install Zapier in your AI to call OkayCRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in OkayCRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose OkayCRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a OkayCRM connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "okaycrm", owner: "me" });
await zapier.runAction({
app: 'okaycrm',
action: 'create_company',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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