Forbind Claude og ChatGPT med LeadSimple

27 værktøjer til LeadSimple

Værktøjerne er slået til, når du forbinder. Du kan slå dem fra enkeltvis eller kræve din godkendelse, før de kører.

• add_noteÆndrer dataAdd a note to a deal or process (`parent_type` Deal or Process, `parent_id`) with text in `description`; optionally record it as an email, call or text (`kind`, `direction`).
• create_contactÆndrer dataCreate a contact with first/last name, company, email addresses, phone numbers, mailing address and tags. Search first to avoid duplicates.
• create_dealÆndrer dataCreate a deal (lead), passing fields in `body` with keys like deal[pipeline_id], deal[stage_id], deal[name], deal[value], deal[assignee_id], contact[full_name], contact[email_addresses][] and property details. Search first to avoid duplicates.
• create_processÆndrer dataStart a process of type `process_process_type_id` in stage `process_stage_id`, with optional name, due date, assignee, comments, tags, properties and contacts in roles.
• get_current_userGet the LeadSimple user the API key belongs to.
• get_dealGet one deal by `deal_id`, with its stage, value, assignee, contacts and property.
• get_processGet one process by `process_id`, with its stage, assignee, due date, contacts and properties.
• get_propertyGet one property by `property_id`, with its address, type and tags.
• list_callsList logged calls, optionally changed `updated_since` a date.
• list_conversationsList inbox conversations, optionally changed `updated_since` a date.
• list_pipeline_stagesList the stages of pipeline `pipeline_id`, e.g. to move a deal to a stage.
• list_pipelinesList the sales pipelines with their IDs.
• list_process_type_stagesList the stages of process type `process_type_id`.
• list_process_typesList the process types (workflows such as move-ins or maintenance) with their IDs.
• list_tasksList tasks, filtered by `due_type` (upcoming or completed) or changed `updated_since` a date.
• log_callÆndrer dataLog a phone call with `to` and `from` numbers, plus optional outcome, duration, description, direction (`inbound`) and user.
• search_contactsSearch contacts by name, email or phone with `search`, or get those changed `updated_since` a date.
• search_dealsSearch deals (leads) by `search` text, optionally within one `pipeline_id` or changed `updated_since` a date.
• search_processesSearch processes by `search` text, optionally within one `process_type_id` or changed `updated_since` a date.
• search_propertiesSearch properties by address with `search`, or get those changed `updated_since` a date.
• search_property_unitsList or search the units of property `property_id`.
• search_usersFind users (team members) by name or email with `search`, e.g. to assign deals or processes.
• update_contactÆndrer dataUpdate a contact by `contact_id`: names, company, email addresses, phone numbers, mailing address or tags.
• update_conversationÆndrer dataUpdate a conversation by `message_id` (the conversation ID): snooze it until `snoozed_until`, change `status` or assign it (`assignee_id`).
• update_dealÆndrer dataUpdate a deal by `deal_id` and `pipeline_id`: name, stage (`stage_id`), value, cost, tags, comments, assignee, contacts or closed date.
• update_processÆndrer dataUpdate a process by `process_id`: name, stage, due date, assignee, comments, tags, or close it (`closed_at`).
• update_propertyÆndrer dataUpdate a property by `property_id`: address, property type or tags.

Spørgsmål