What to Ask Leina to Do with OnePageCRM
Copy a prompt, add your details, and send it to Leina in your connected team chat.
List deals using supported status and ownership filters.
List OnePageCRM deals for [owner/status filters], follow pagination, and summarize the returned pipeline.
Create a named deal for the supplied contact and owner.
Create OnePageCRM deal [name] for contact [contact ID] and owner [owner ID] using these additional fields [fields].
Get Started with OnePageCRM
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Connect Your Account
Connect with your OnePageCRM User ID and API key.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported OnePageCRM Capabilities
OnePageCRM exposes contact and deal records for an AI assistant to review sales context and create specified records.
- Review a sales pipeline
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List deals using supported status and ownership filters.
- List Deals
- Create a sales deal
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Create a named deal for the supplied contact and owner.
- Create Deal
View All 6 Actions
- List Contacts
- Get Contact
- Create Contact
- List Deals
- Get Deal
- Create Deal
Frequently Asked Questions
Can I update existing deals here?
The exposed deal actions list, retrieve, and create records; no deal-update action is exposed.
Can I search contacts?
list_contacts supports search, ownership, tag, sorting, and pagination filters.
What do I use to connect?
Provide the OnePageCRM user ID and API key from your API configuration.
Your AI employee for OnePageCRM
Tell Leina what you need in your team chat. Include the source, destination, and expected result.