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CRM Workflow

v1.0.0

Published by @OpenVerb Official

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crm.starter

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Updated 22 days ago

Universal CRM workflow verbs. Manage contacts, deals, pipelines, and customer communications. The foundation for any sales or relationship management AI agent.

crmsalescontactsdealspipeline

4867

129

crm.starter.create_contact

Create a new contact record in the CRM

Input

{
  "type": "object",
  "required": [
    "name",
    "email"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Full name of the contact"
    },
    "tags": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Labels for segmentation"
    },
    "email": {
      "type": "string",
      "description": "Primary email address"
    },
    "phone": {
      "type": "string",
      "description": "Phone number"
    },
    "company": {
      "type": "string",
      "description": "Company or organization"
    }
  }
}

Output

{
  "type": "object",
  "properties": {
    "contactId": {
      "type": "string"
    },
    "createdAt": {
      "type": "string"
    }
  }
}

Policies:require_authwrite_receipt

crm.starter.update_deal

Update the status or details of a sales deal

Input

{
  "type": "object",
  "required": [
    "dealId"
  ],
  "properties": {
    "notes": {
      "type": "string"
    },
    "stage": {
      "enum": [
        "prospecting",
        "qualification",
        "proposal",
        "negotiation",
        "closed_won",
        "closed_lost"
      ],
      "type": "string"
    },
    "value": {
      "type": "number",
      "description": "Deal value in cents"
    },
    "dealId": {
      "type": "string"
    }
  }
}

Output

{
  "type": "object",
  "properties": {
    "success": {
      "type": "boolean"
    },
    "updatedAt": {
      "type": "string"
    }
  }
}

Policies:require_auth

crm.starter.send_outreach

Send a personalized outreach email or message to a contact

Input

{
  "type": "object",
  "required": [
    "contactId",
    "channel",
    "body"
  ],
  "properties": {
    "body": {
      "type": "string"
    },
    "channel": {
      "enum": [
        "email",
        "sms",
        "linkedin"
      ],
      "type": "string"
    },
    "subject": {
      "type": "string"
    },
    "contactId": {
      "type": "string"
    },
    "templateId": {
      "type": "string",
      "description": "Optional message template to use"
    }
  }
}

Output

{
  "type": "object",
  "properties": {
    "messageId": {
      "type": "string"
    },
    "deliveredAt": {
      "type": "string"
    }
  }
}

Policies:require_authrate_limit

crm.starter.list_pipeline

List all deals in the pipeline, optionally filtered by stage

Input

{
  "type": "object",
  "required": [],
  "properties": {
    "limit": {
      "type": "number"
    },
    "stage": {
      "type": "string",
      "description": "Filter by pipeline stage"
    },
    "ownerId": {
      "type": "string",
      "description": "Filter by sales rep"
    }
  }
}

Output

{
  "type": "object",
  "properties": {
    "deals": {
      "type": "array",
      "items": {
        "type": "object"
      }
    },
    "totalValue": {
      "type": "number"
    }
  }
}

crm.starter.assign_owner

Assign or reassign a contact or deal to a sales representative

Input

{
  "type": "object",
  "required": [
    "entityType",
    "entityId",
    "ownerId"
  ],
  "properties": {
    "ownerId": {
      "type": "string"
    },
    "entityId": {
      "type": "string"
    },
    "entityType": {
      "enum": [
        "contact",
        "deal"
      ],
      "type": "string"
    }
  }
}

Output

{
  "type": "object",
  "properties": {
    "success": {
      "type": "boolean"
    }
  }
}

Policies:require_admin