NoCRM.io for AI agents

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 8 actions.

• Add a tag to a leadTool 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 descriptionTool 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 UserTool to assign a lead to a user. Use when reassigning a lead to the correct owner to trigger assignment notification.
• Change Lead Status to CancelledTool 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.
• Change lead status standbyTool 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.
• Create LeadTool 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 LeadTool to delete a lead. Use when you need to permanently remove a specific lead after verifying it is no longer needed.
• Duplicate LeadTool to duplicate a lead. Use when cloning an existing lead into a new step without overwriting original.