NoCRM.io

noCRM.io is a lead management software designed to help sales teams track and close deals efficiently.

9 actions Integration catalog

Connect NoCRM.io once you're in Boring.

01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Add a tag to a leadNOCRM_IO_ADD_A_TAG_TO_A_LEAD

Tool to add a tag to a lead. Use when you need to assign one or more tags to a specified lead via noCRM.io.

Append to lead's descriptionNOCRM_IO_APPEND_TO_LEADS_DESCRIPTION

Tool to append text to the lead's description. Use when you need to add context incrementally without overwriting. Example: Append 'Left voicemail' to lead 1234.

Assign Lead to UserNOCRM_IO_ASSIGN_LEAD_TO_USER

Tool to assign a lead to a user. Use when reassigning a lead to the correct owner to trigger assignment notification.

Change Lead Status to CancelledNOCRM_IO_CHANGE_LEAD_STATUS_CANCELLED

Tool to change a lead's status to 'Cancelled'. Use after confirming no further follow-up is needed and the lead should be marked as cancelled.

Change lead status standbyNOCRM_IO_CHANGE_LEAD_STATUS_STANDBY

Tool to change a lead's status to 'StandBy'. Use when scheduling follow-up after determining the next contact should occur in a set number of days.

Create LeadNOCRM_IO_CREATE_LEAD

Tool to create a new lead. Use when adding a fresh prospect to your pipeline via noCRM.io. Example: Create a lead titled 'ACME Corp' assigned to a user.

Delete LeadNOCRM_IO_DELETE_LEAD

Tool to delete a lead. Use when you need to permanently remove a specific lead after verifying it is no longer needed.

Duplicate LeadNOCRM_IO_DUPLICATE_LEAD

Tool to duplicate a lead. Use when cloning an existing lead into a new step without overwriting original.

List All TeamsNOCRM_IO_LIST_ALL_TEAMS

Tool to retrieve all teams. Use when you need to fetch every team and its members from noCRM.io.