9 available actions

What your AI agent can do in NoCRM.io

noCRM.io is a lead management software designed to help sales teams track and close deals efficiently. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

List All TeamsTool to retrieve all teams.
Add a tag to a leadTool to add a tag to a lead.
Create LeadTool to create a new lead.
Assign Lead to UserTool to assign a lead to a user.
Change Lead Status to CancelledTool to change a lead's status to 'Cancelled'.
Delete LeadTool to delete a lead.

Browse all 9 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 1 actionHide actions

List All TeamsTool to retrieve all teams.

Create & communicateCreate records or send supported messagesView 2 actionsHide actions

Add a tag to a leadTool to add a tag to a lead.
Create LeadTool to create a new lead.

Update & manageChange and manage existing recordsView 3 actionsHide actions

Assign Lead to UserTool to assign a lead to a user.
Change Lead Status to CancelledTool to change a lead's status to 'Cancelled'.
Change lead status standbyTool to change a lead's status to 'StandBy'.

Remove & cancelRemove records or cancel supported workView 1 actionHide actions

Delete LeadTool to delete a lead.

Other actionsSpecialist and administrative actions.View 2 actionsHide actions

Append to lead's descriptionTool to append text to the lead's description.
Duplicate LeadTool to duplicate a lead.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect NoCRM.io

How does the agent connect to NoCRM.io?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in NoCRM.io?

The page above lists the 9 actions currently available through the NoCRM.io connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is NoCRM.io included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until NoCRM.io is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put NoCRM.io to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

All product names, logos, and brands are property of their respective owners and are used for identification only. ZeroToClaw is not affiliated with or endorsed by NoCRM.io.