Connect NoCRM.io with Hookshot^™ and your stack

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

Tools and triggers

What Agents can do in NoCRM.io

Available tools and events after NoCRM.io is connected.

Add a Tag to a Lead

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.
Append to Lead's 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.
Assign Lead to User

Tool to assign a lead to a user. Use when reassigning a lead to the correct owner to trigger assignment notification.
Change Lead Status Standby

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.
Change Lead Status to Cancelled

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.
Create Lead

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.
Delete Lead

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

Tool to duplicate a lead. Use when cloning an existing lead into a new step without overwriting original.
List All Teams

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

Setup

Pick a scope, then confirm what can start a Protege and what it can do.

What can start a Protege from this app.

What a Protege can do after it starts.

Prefer team for production.

Shared credential for production and unattended runs.

Tied to one user—only when the workflow needs their account.

Team-scoped for supported chat surfaces.

Build with us

Request early access or book a live walkthrough with the team.