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The Orgsales & crm
8 available actions
What your AI agent can do in The Org
The Org provides company org charts, people and position search, manager lookup, lead lists, and account usage data. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 8 actions.
Common starting points
- Search CompaniesFind companies by name, domain, or email without consuming credits.
- Search PositionsSearch people and positions using company, role, hierarchy, location, funding, and contact filters.
- Estimate Position Search CostEstimate the credits required for one page of a position search without consuming credits.
Browse all 8 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 7 actions
- Get Current UsageReturn the connected account's current credit allowance, billing interval, reset date, additional credits, overages, and unlimited status.
- Get ManagerWARNING: Each successful lookup costs 1 credit.
- Get Org ChartReturn a company's current v1.2 org chart or board as a flat node list.
- Get Usage HistoryReturn daily or monthly historical usage for one API product over an inclusive date range.
- List People ListsReturn people and lead lists owned by or shared with the connected account, one page at a time.
- Search CompaniesFind companies by name, domain, or email without consuming credits.
- Search PositionsSearch people and positions using company, role, hierarchy, location, funding, and contact filters.
Other actionsSpecialist and administrative actions.View 1 action
- Estimate Position Search CostEstimate the credits required for one page of a position search without consuming credits.
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 The Org
How does the agent connect to The Org?
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 The Org?
The page above lists the 8 actions currently available through the The Org connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is The Org 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 The Org 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 The Org to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.