Conecto CRM

• crm_find_contacts — Search the CRM by name, email, company or phone, or by filters on any field, tag or custom field, or by a saved segment. Returns a page of contacts (most recent
• crm_get_contact — One contact with its tags, custom fields, recent activity, open tasks and deals, by id or email, and came_from: the website visit that led to their first chat,
• crm_get_customer — One read before you answer someone: the contact (or company) and what is open with them across Conecto: open deals, help desk tickets, unpaid invoices and open
• crm_save_contact — Create a contact, or update the one with this email if it already exists. Only the fields you send change; tags are added, custom fields merged. Without an emai
• crm_save_contacts — Create or update up to 100 contacts in one call, each exactly like crm_save_contact (matched by email; without an email a new contact is made). Each one succeed
• crm_update_contact — Change fields on an existing contact by id. Only the fields you send change; tags are added, custom fields merged. Costs $0.01 per call; nothing if it fails.
• crm_archive_contact — Hide a contact from searches and lists. Its history is kept; crm_update_contact cannot un-archive, crm_restore_contact does. Costs $0.001 per call; nothing if i
• crm_restore_contact — Bring an archived contact back. Costs $0.001 per call; nothing if it fails.
• crm_add_note — Add a note to a contact (by contact id or email), a deal or a company: what was said, decided or learned. A note on a deal also shows on its company's and conta
• crm_create_task — A follow-up on a contact, with an optional due time (ISO 8601) and priority. Costs $0.01 per call; nothing if it fails.
• crm_list_tasks — Tasks by status (default open), optionally for one contact or due before a time, soonest first, each with the contact it is about (id, name, email). Free.
• crm_complete_task — Mark a task done (or cancelled). Costs $0.01 per call; nothing if it fails.
• crm_save_company — Create a company, or update the one with this name (case-insensitive). With company_id, update that company instead, and a name renames it. Only the fields you
• crm_archive_company — Hide a company from crm_find_companies, crm_search, duplicates and exports. Its people, deals and notes stay as they are, and crm_get_company still reads it (ar
• crm_restore_company — Bring an archived company back into the lists, searches, duplicates and exports. Costs $0.001 per call; nothing if it fails.
• crm_save_companies — Create or update up to 100 companies in one call, each exactly like crm_save_company (matched by name). Each one succeeds or fails on its own; the reply lists w
• crm_find_companies — Search companies by name or domain, or by filters on any field, tag or custom field, or by a saved segment. Archived companies are left out unless include_archi
• crm_get_company — One company, by id or name, with its tags, custom fields, people, deals (open ones first) and notes, each note with who wrote it (by and via, as crm_timeline gi
• crm_save_deal — Create a deal (no deal_id) or update one (with deal_id): pipeline and stage, amount, expected close date, next step, the company and contact it belongs to, tags
• crm_find_deals — Deals by pipeline, stage, status (open, won, lost), company or contact, or by filters on any field, tag or custom field, or by a saved segment; most recently ch
• crm_get_deal — One deal with its pipeline and stage, its stage history (each stage and the days it stayed there), its notes with who wrote each (by and via, as crm_timeline gi
• crm_list_pipelines — The deal pipelines in order, each with its stages in order: id, name, probability (the chance a deal there is won, 0-100), outcome (open, won or lost), and how
• crm_save_pipeline — Create a deal pipeline, or change one (by pipeline_id, or the pipeline with this name): its name, its position among the pipelines, and its stages in order. A s
• crm_delete_pipeline — Delete an empty pipeline (by id or name). A pipeline that holds deals cannot be deleted: move them to another pipeline first with crm_move_deal. The last pipeli
• crm_move_deal — Move a deal to a stage (by name or id), optionally of another pipeline. A won or lost stage closes the deal (give lost_reason when it is lost); an open stage re
• crm_pipeline_report — How a pipeline is doing: open deals by stage with their value and weighted value (value x probability), deals won and lost in a period (this month by default) w
• crm_define_field — Add a field of your own to contacts, companies or deals, such as a "plan" picked from a list or a "renewal_date", or change its label, description or options. F
• crm_list_fields — The fields you can read, filter and sort on for contacts, companies and deals: the standard ones and the custom fields defined with crm_define_field (type, opti
• crm_delete_field — Delete a custom field and its value on every record. This cannot be undone. Costs $0.001 per call; nothing if it fails.
• crm_tag_records — Add and remove tags on up to 100 contacts, companies or deals at once, such as everyone who came to a webinar. A new tag is made on first use; tags match in any
• crm_list_tags — Every tag with how many contacts, companies and deals carry it. Free.
• crm_delete_tag — Delete a tag and take it off every contact, company and deal. Costs $0.001 per call; nothing if it fails.
• crm_save_segment — Save filters under a name, such as "customers renewing within 30 days" (a new name creates a segment, an existing one replaces its filters). Use it with the seg
• crm_list_segments — The saved segments, each with its filters and how many records match right now. Free.
• crm_delete_segment — Delete a saved segment; the records stay as they are. Costs $0.001 per call; nothing if it fails.
• crm_search — Find contacts, companies and deals in one call from whatever you have: a name, an email, a phone number (any format), a domain, a company name or a deal title.
• crm_timeline — Everything that happened with a contact, a company (all its people) or a deal, or in the whole CRM when you name none of them, newest first: notes, tasks, email
• crm_export — Contacts, companies or deals as CSV text (one row each; tags and custom fields as columns), with the same filters, tag and segment as the find tools: for a spre
• crm_find_duplicates — Contacts or companies that are probably the same: contacts with the same email in any case, the same phone number in any format, or the same name at the same co
• crm_merge_contacts — Merge duplicate contacts into the one you keep. Its empty fields are filled from the others, tags and custom fields are combined (the kept contact wins where bo
• crm_merge_companies — Merge duplicate companies into the one you keep. Its empty fields are filled from the others, tags and custom fields are combined (the kept company wins where b
• account_balance — The account balance, how much of it is credit bought (AI visibility and the phone run only on that) and how much free and bonus credit, what running calls are h
• account_get_call — One call by id: its status (queued, running, succeeded, failed), cost and result. Use it to poll a background call until it finishes. Free.
• account_list_calls — Recent calls on this account, newest first, optionally only failed or succeeded ones, or one area's. Free.
• account_refund_topup — Refund a top-up paid in the last 24 hours that none of has been used yet: its credit, with the first top-up's bonus, leaves the balance, and the card gets the c
• account_set_owner_email — When the account was made without the owner's email: send that person a link to confirm they own it. Once they confirm, the owner gets the account's warnings an
• account_owner_link — A link that signs the business owner into their Conecto page, with no password: the balance, adding credit, auto-reload, limits, what the bots did, people, rent
• account_dashboard_link — A one-time link to a page showing one area as it is when the page opens, for when the person you work for asks to see it themselves: a recruiter looks at the ap
• account_get_limits — The limits a business can ask Conecto to raise (calls a minute, new email addresses a day, phone numbers and more): each one's standard and current value and th
• account_request_limit — Ask Conecto to raise one of the business's limits: which one (or other, saying which), the number it needs, and why, in 40 to 2,000 characters. Conecto reviews
• account_events — What happened in this account that someone outside the bot did, oldest first: applications, bookings, form responses, signatures, replies, emails received, goal
• account_emit_event — Send an event you name, custom.<name> (custom.lead_qualified, custom.order_shipped), to every channel subscribed to it (notify_subscribe with "custom.*" or its
• account_search — One search over what this account holds: what its files say (PDFs, Word, Excel, PowerPoint, text), table rows, help center articles, CRM contacts, companies and
• account_get_brand — The name, logo, colour and footer line the business's emails and published pages carry. Free.
• account_set_brand — The business's name as the sender, its logo (a PNG, JPEG, WebP or GIF from the file store), its colour and a footer line (an address, a legal line), on every em
• account_list_email_templates — Every email Conecto sends to the business's customers (bookings, applications, interviews, tests, signatures, invoices and quotes, newsletter sign-ups), with wh
• account_set_email_template — Change an email's subject, headline or opening words in the business's own voice, with {variables} from account_list_email_templates (like {name} or {when}). Th
• account_export_all — Everything this account holds, in ZIP files of up to 24 MB saved to its file store: every record of every area as JSON Lines, and the stored files themselves, w
• account_audit_log — The account's admin and security actions, newest first: keys made and revoked, limits and auto-reload, the owner's sign-ins, connectors, exports, vault reads an
• account_save_team — A department, location or project group of the account, like Support, Finance or the Hamburg shop. Its keys (POST /v1/keys with "team") can only work in its are
• account_list_teams — The account's teams, the company-wide one first: each with its areas, whether it only reads, its budget (hard or soft, and its period) and alert line, this peri
• account_pause_team — Stops every key of a team at once, this one too if it is the team's: their calls are refused until the owner starts the team again on their account page. For a
• account_assign_team — Move a form, a meeting type, a job, an inbox, a phone number, a newsletter, the website chat, a rental, a pipeline, a table or a website to a team. What happens
• account_add_approval_rule — Make a tool wait for a person: every call of it, those whose argument is over a number (like invoices_create_credit_note when amount is over 500), or those whos
• account_list_approval_rules — The tools that wait for a person's approval, with their thresholds and approvers. Free.
• account_find_person — Every record this account holds about one person, by their email address or phone number, across every area: CRM, chats, emails, tickets, forms, bookings, calls
• account_export_person — Everything account_find_person finds about one person in one ZIP in the file store: their records as JSON Lines (credentials left out) and the files those recor
• account_erase_person — Erases one person across every area when they ask (GDPR Art. 17), once you know it is them (they wrote from that address, or confirmed it). Their CRM contact, c
• account_data_locations — Where each area's data is stored and processed: the company that runs each place, the country or region, and what it holds. Every area keeps its records in the

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