EASY2 + noCRM.io

Manage new or updated noCRM.io leads by creating or updating contacts in EASY2

Easily manage your leads and contacts between noCRM.io and EASY2 with this streamlined workflow. Once set up, whenever a new lead is generated or a title is changed in noCRM.io, this workflow will create or update the contact in EASY2. Stay on top of your sales pipeline by ensuring your contact information stays up-to-date across both platforms.

When this happens...
New Lead Content or Title Changed
Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above.
TriggerInstant
automatically do this!
Create/Update Contact
Creates or update a contact
ActionWrite

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Supported triggers and actions

- Event Name
- User
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Status Event NameRequired
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Status Event NameRequired
Trigger
Instant
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- LeadRequired
- User Email
Action
Write
- LeadRequired
- New Lead's TitleRequired
Action
Write
- LeadRequired
- Step NameRequired
Action
Write
- LeadRequired
- CommentRequired
Action
Write
- LeadRequired
- Tag NamesRequired
Action
Write
- LeadRequired
- AmountRequired
- Probability (0-100)
Action
Write
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
Action
Search
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Creation date
- Step Name
Action
Search or write
New Contact
Triggers when a new contact was created.
Trigger
Polling
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New Member
Triggers when a new member was created.
Trigger
Polling
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- NameRequired
- E-MailRequired
- Phone
- Note
- Address
- City
- State
- Zip Code
- Country
- Company Name
- Member ID
- Tags
- Properties
- Subscribed
Action
Write

- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event NameRequired
Trigger
Instant
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- Event Name
- Step Event NameRequired
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Prospecting list
Trigger
Instant
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- LeadRequired
- Attachment nameRequired
- AttachmentRequired
Action
Write
- Item ID (Lead or Prospect)Required
- Simplified API pathRequired
Action
Write
- Unassigned Explanation
- LeadRequired
- StatusRequired
Action
Write
- LeadRequired
- ActivityRequired
- Comment
Action
Write
- Prospecting ListRequired
Action
Write
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Tags
- Creation date
- Step Name
Action
Write
- LeadRequired
- Estimated closing dateRequired
Action
Write
- TitleRequired
Action
Search
New Booking
Triggers when a new booking is created.
Trigger
Polling
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New Form
Triggers when a new form is submitted.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
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- NameRequired
- E-MailRequired
- Password
- Approved
- Company Name (Invoice)
- Company ID (Invoice)
- Country (Invoice)
- State (Invoice)
- City (Invoice)
- Zip code (Invoice)
- Address (Invoice)
- Address 2 (Invoice)
- Company Name (Delivery)
- Company ID (Delivery)
- Country (Delivery)
- State (Delivery)
- City (Delivery)
- Zip code (Delivery)
- Address (Delivery)
- Address 2 (Delivery)
Action
Write

About EASY2

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