Use miniCRM in Make.com and automate your Customer Relationship Management within Minutes. You can find a full list down below!
Sum Up!
Automate your Sales Management
Automate the setup of Contacts and Deals
Automate sales pipeline and customer communications
Actions
(7)
Create a Card / Project
This endpoint will create a new card / project.
Create a Company / Contact
This endpoint will create a new company or contact.
Get a Card / Project
If you have the card’s identifier - here you can query detailed data.
Get a Company / Contact
Retrieve the detailed data of a company or contact.
Get Database Schema
To know which fields and possible values are present in a given system, you can use the Schema API to download available fields. There are 3 entity types: Project, Business, Person. Project scheme depends on the module so you need to specify which module’s project scheme you are interested in.
Make an API Call
Performs an arbitrary authorized API call.
Update a Company / Contact
This endpoint will update an existing company or contact.
Searches
(3)
List Categories
Retrieve all categories.
List Company Cards / Projects
Retrieve all cards / projects of a company.
Search Companies / Contacts
This endpoint will search for a specified company or contact email address, and it will return all the companies and/or contacts that match the search parameter.