1CRM connector for Okou
Connect 1CRM Cloud to search, read, and manage CRM records, calendars, metadata, files, dashboards, webhooks, reports, layouts, and documents through the official REST API.
Sales & operations · OAuth 2 Access Token
Use 1CRM in Okou
Use the official 1CRM Cloud REST API to search, read, and manage CRM data, calendars, files, dashboards, reports, layouts, and other reviewed business operations.
Once connected, supported 1CRM actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with 1CRM
- Add or remove CRM records from the current user's favorites.
- Read calendar events, resources, availability, and leave.
- Read CRM modules, fields, layouts, and metadata.
- Read CRM files, file metadata, vCards, and exported targets.
- Read dashboards, dashlets, and dashlet data.
- Read webhook definitions, including destination URLs.
- Read the authenticated user's profile and preferences.
- Read the 1CRM public key and version.
How the 1CRM connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect 1CRM
Choose OAuth 2 Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect 1CRM securely
Use the connection method that fits your account and grant only the access the workflow needs.
- OAuth 2 Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
1CRM connector questions
- What can Okou do with 1CRM?
- Connect 1CRM Cloud to search, read, and manage CRM records, calendars, metadata, files, dashboards, webhooks, reports, layouts, and documents through the official REST API. Documented actions include: Add or remove CRM records from the current user's favorites. Read calendar events, resources, availability, and leave.
- How do I connect 1CRM to Okou?
- Connect 1CRM using OAuth 2 Access Token. The connection controls which supported actions a workflow can use.
- Can 1CRM run in an automated workflow?
- Yes. After it is connected, supported 1CRM actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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