Aident Loadout を通じて Zoom Tools の Zoom Create Zra Crm Settings を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
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_type必須stringCRM type identifier, 1-16 alphanumeric characters, must start with letter (e.g., 'oracle', 'salesforce').
deal_stages必須arrayArray 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}').
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
OAuth 接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。