All integrationsCRM & Contacts

Kommo

Run your Kommo sales CRM from workflows: create and move leads between pipeline stages, keep contacts and companies, add tasks and notes, tag and link records.

actions
29

Actions

Steps a workflow can run in Kommo.

  • Get accountGet the connected Kommo account: its name, currency and country, and the task types it offers.
  • List usersList the account's users with their ids, names and emails. Needs a token made by an administrator.
  • List pipelinesList the account's lead pipelines, each with its stages and their ids.
  • List loss reasonsList the reasons a lead can be closed as lost.
  • List leadsList leads, filtered by search text, pipeline, stage, owner or dates. Returns one page; pass 'next_page' as 'page' for more.
  • Get leadGet one lead with its tags, linked contacts and loss reason.
  • Create leadCreate a lead in a pipeline stage, optionally linked to a contact and company. Without a pipeline it goes in the main pipeline's first stage. The result holds the new lead's id.
  • Update leadChange a lead: rename it, change the amount or owner, move it to another stage (including closed won or lost), tag it. Fields left empty stay as they are.
  • List contactsList or search contacts by name, phone, email or other field text. Returns one page; pass 'next_page' as 'page' for more.
  • Get contactGet one contact with the leads it is linked to.
  • Create contactCreate a contact with a name, phone and email. The result holds the new contact's id.
  • Update contactChange a contact's name, phone, email, owner, tags or custom fields. Fields left empty stay as they are.
  • List companiesList or search companies by name or other field text. Returns one page; pass 'next_page' as 'page' for more.
  • Get companyGet one company with its linked leads and contacts.
  • Create companyCreate a company with a name, phone and email. The result holds the new company's id.
  • Update companyChange a company's name, phone, email, owner, tags or custom fields. Fields left empty stay as they are.
  • List tasksList tasks, filtered by open or completed, type, owner or the record they are on. Returns one page; pass 'next_page' as 'page' for more.
  • Get taskGet one task with its deadline, owner and result.
  • Create taskCreate a task with a deadline, optionally on a lead, contact or company. The result holds the new task's id.
  • Update taskChange a task's wording, deadline, type or owner. Fields left empty stay as they are.
  • Complete taskMark a task as done, with a line on how it went.
  • List notesList the notes on one lead, contact or company, or on every record of that kind when no id is given. Returns one page; pass 'next_page' as 'page' for more.
  • Create noteAdd a text note to a lead, contact or company. The result holds the new note's id.
  • Update noteChange the text of a text note.
  • List tagsList the tags used on leads, contacts or companies. Returns one page; pass 'next_page' as 'page' for more.
  • Create tagCreate a tag for leads, contacts or companies.
  • List linksList the leads, contacts and companies a record is linked to.
  • Link recordsLink a lead, contact or company to another, for example a contact to a lead.
  • Unlink recordsRemove the link between two records. Neither record is deleted.

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