What Nerve can do with Flowlu
Look things up 11
Get CRM Account
Get CRM Account. Gets a CRM contact or organization by ID
Find CRM Accounts
Find CRM Accounts. Searches CRM contacts and organizations
Get Opportunity
Get Opportunity. Gets a CRM opportunity by ID
Find Opportunities
Find Opportunities. Searches CRM opportunities (deals)
Get Task
Get Task. Retrieves an existing task
Find Tasks
Find Tasks. Searches tasks
Get Project
Get Project. Gets a project by ID
Find Projects
Find Projects. Searches projects
List Users
List Users. Lists the users in your Flowlu portal
List Reference Values
List Reference Values. Lists pipelines, stages, sources, categories, workflows and other reference values with their IDs
Get Task
Get Task. Gets a Flowlu task by ID
Make changes 25
Create CRM Account(Contact)
Create CRM Account(Contact). Creates a new contact in CRM
Update CRM Account(Contact)
Update CRM Account(Contact). Updates an existing contact in CRM
Delete CRM Account(Contact)
Delete CRM Account(Contact). Deletes an existing contact in CRM
Create CRM Account(Organization)
Create CRM Account(Organization). Creates a new organization in CRM
Update CRM Account(Organization)
Update CRM Account(Organization). Updates an existing organization in CRM
Create Opportunity
Create Opportunity. Creates a new opportunity
Update Opportunity
Update Opportunity. Updates an existing opportunity
Delete Opportunity
Delete Opportunity. Deletes an existing opportunity
Link Account to Opportunity
Link Account to Opportunity. Links a CRM contact or organization to an opportunity
Create Task
Create Task. Creates a new task
Update Task
Update Task. Updates an existing task
Delete Task
Delete Task. Deletes an existing task
Start a workflow when something happens in Flowlu
- New Task
- New Opportunity
- New CRM Account
- New Project
Works with
- Agents. An Agent can use Flowlu when you grant it the capability.
- Workflows. Flowlu can be a step in a workflow that runs the same way every time.
- Approvals. Actions that matter can wait for a person before Flowlu is touched.
You connect with: account details.
How it can work
- 1
Something happens
- 2
An Agent or workflow decides what to do
- 3
A person approves, if it matters
- 4
Flowlu: create crm account(contact)
Connected is not unrestricted
Connecting Flowlu does not give every Agent unrestricted access to it. Each Agent needs the capability granted, the identity it acts as must be allowed, and consequential actions can wait for a person to approve them.
How Nerve controls actionsRelated integrations
- PipedriveSales and CRMSales CRM and pipeline management software61 actions · 13 events
- HubSpotSales and CRMPowerful CRM that offers tools for sales, customer service, and marketing automation.53 actions · 22 events
- NinjaPipeSales and CRMNinjaPipe CRM integration with contacts, companies, deals, tasks (under projects), pipelines, products, budgets, projects, orders, lists, and Databin webhook delivery.51 actions · 8 events
- WedofContent and filesAutomatisez la gestion de vos dossiers de formations (CPF, EDOF, Kairos, AIF, OPCO et autres)
Deploy your first Nerve Agent
Start with one conversation your team handles every day. Give the Agent what it needs to know, connect the tools it should use, and decide where a person steps in.
