Nocrm io

Learn how to use Nocrm io with Composio

Overview

SLUG: NOCRM_IO

Description

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

Authentication Details

subdomain
stringRequired
generic_api_key
stringRequired

Connecting to Nocrm io

Create an auth config

Use the dashboard to create an auth config for the Nocrm io toolkit. This allows you to connect multiple Nocrm io accounts to Composio for agents to use.

1

Select App

Navigate to the [Nocrm io toolkit page](https://app.composio.dev/apps/Nocrm io) and click “Setup Integration”.

2

Configure Auth Config Settings

Select among the supported auth schemes of and configure them here.

3

Create and Get auth config ID

Click “Create Integration”. After creation, copy the displayed ID starting with ac_. This is your auth config ID. This is not a sensitive ID — you can save it in environment variables or a database. This ID will be used to create connections to the toolkit for a given user.

Connect Your Account

Using API Key

1from composio import Composio
2from composio.types import auth_scheme
3
4# Replace these with your actual values
5nocrm_io_auth_config_id = "ac_YOUR_NOCRM_IO_CONFIG_ID" # Auth config ID created above
6user_id = "0000-0000-0000" # UUID from database/app
7
8composio = Composio()
9
10def authenticate_toolkit(user_id: str, auth_config_id: str):
11 # Replace this with a method to retrieve an API key from the user.
12 # Or supply your own.
13 user_api_key = input("[!] Enter API key")
14
15 connection_request = composio.connected_accounts.initiate(
16 user_id=user_id,
17 auth_config_id=auth_config_id,
18 config={"auth_scheme": "API_KEY", "val": user_api_key}
19 )
20
21 # API Key authentication is immediate - no redirect needed
22 print(f"Successfully connected Nocrm io for user {user_id}")
23 print(f"Connection status: {connection_request.status}")
24
25 return connection_request.id
26
27
28connection_id = authenticate_toolkit(user_id, nocrm_io_auth_config_id)
29
30# You can verify the connection using:
31connected_account = composio.connected_accounts.get(connection_id)
32print(f"Connected account: {connected_account}")

Tools

Executing tools

Python
1from composio import Composio
2from openai import OpenAI
3import json
4
5openai = OpenAI()
6composio = Composio()
7
8# User ID must be a valid UUID format
9user_id = "0000-0000-0000" # Replace with actual user UUID from your database
10
11tools = composio.tools.get(user_id=user_id, toolkits=["NOCRM_IO"])
12
13print("[!] Tools:")
14print(json.dumps(tools))
15
16def invoke_llm(task = "What can you do?"):
17 completion = openai.chat.completions.create(
18 model="gpt-4o",
19 messages=[
20 {
21 "role": "user",
22 "content": task, # Your task here!
23 },
24 ],
25 tools=tools,
26 )
27
28 # Handle Result from tool call
29 result = composio.provider.handle_tool_calls(user_id=user_id, response=completion)
30 print(f"[!] Completion: {completion}")
31 print(f"[!] Tool call result: {result}")
32
33invoke_llm()

Tool List

Tool Name: Add a tag to a lead

Description

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.

Action Parameters

lead_id
stringRequired
tag
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Append to lead’s description

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.

Action Parameters

append_desc
stringRequired
id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Assign Lead to User

Description

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

Action Parameters

lead_id
stringRequired
user_id
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Change Lead Status to Cancelled

Description

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.

Action Parameters

lead_id
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Change lead status standby

Description

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.

Action Parameters

activity_id
integer
days
integerRequired
lead_id
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Create Lead

Description

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.

Action Parameters

description
string
step
string
tags
array
title
stringRequired
user_id
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Delete Lead

Description

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

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Duplicate Lead

Description

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

Action Parameters

lead_id
integerRequired
step
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List All Teams

Description

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

Action Parameters

Action Response

data
arrayRequired
error
string
successful
booleanRequired