Aident Loadout के माध्यम से Zoom Tools के साथ Zoom Create Zra Crm Settings का उपयोग करें। चलाने से पहले इनपुट, आउटपुट, सेटअप, मूल्य और जोखिम देखें।
Tool to register a new CRM API integration for Zoom Revenue Accelerator (ZRA). Use when you need to configure CRM settings including type, name, currency, deal stages, and URL patterns for accessing CRM records.
crm_namestringDisplay name for the CRM type. If not provided, defaults to the value of crm_type.
crm_typeआवश्यकstringCRM type identifier, 1-16 alphanumeric characters, must start with letter (e.g., 'oracle', 'salesforce').
deal_stagesआवश्यकarrayArray of deal stage definitions. Must include at least one stage for each type: OPEN, CLOSED_WON, and CLOSED_LOST.
currency_typestringCurrency unit to use (e.g., 'USD', 'EUR', 'JPY'). Defaults to 'USD' if not specified.
url_pattern_dealstringURL pattern template for opening deal objects in the CRM. Use {id} as placeholder for the deal ID (e.g., 'https://example.com/deals/{id}').
url_pattern_leadstringURL pattern template for opening lead objects in the CRM. Use {id} as placeholder (e.g., 'https://example.com/leads/{id}').
url_pattern_accountstringURL pattern template for opening account objects in the CRM. Use {id} as placeholder (e.g., 'https://example.com/accounts/{id}').
url_pattern_contactstringURL pattern template for opening contact objects in the CRM. Use {id} as placeholder (e.g., 'https://example.com/contacts/{id}').
dataआवश्यकData from the action execution
errorstringError if any occurred during the execution of the action
successfulआवश्यकbooleanWhether or not the action execution was successful or not
OAuth कनेक्शन। जोखिम स्तर 2/5।
मुफ़्त Action
अभी कोई प्रकाशित Skills इस Action को स्पष्ट रूप से संदर्भित नहीं करती है।