noCRM.io

Drive a noCRM.io sales pipeline end to end: agents create leads, change status and pipeline step, assign reps, log comments, feed cold prospects into prospecting lists and convert them into leads, and read users, pipelines, and tags for routing.

19 actions API key available

noCRM.io website ↗ Platform Documentation ↗ Capability data verified 2026-07-27

A batch of conference contacts arrives from the event's lead capture export

Add Prospect drops each raw contact into the right prospecting list, cold and unqualified

Each prospect is scored against the ICP on company size, role, and territory

The SDR reviews the flagged matches and picks which prospects earn a place in the pipeline

Convert Prospect to Lead moves each qualified prospect into the sales pipeline

Assign Lead routes every new lead to the rep who owns the territory

Add Lead Comment records the event context and sets the reminder date for first contact

The sales channel gets a summary of new pipeline leads by rep

What This Integration Enables

noCRM.io is built on an opinion FlowRunner happens to share: a pipeline is a list of next actions, not a database of contacts. The product separates raw prospects from real leads, and every lead exists to be moved: to the next step, to a rep, to Won or Lost. This connector puts that motion under agent control. FlowRunner agents create leads from orders and signups, feed cold contacts into prospecting lists and convert the qualified ones, advance leads through steps, reassign them, log comments with reminder dates, and read users, pipelines, steps, and tags to route correctly. The result is a pipeline where the mechanical motion is automated and the judgment is not. Agents handle the capture, the routing, and the logging at machine speed. The calls that shape the forecast, which prospect deserves pipeline space, which stalled lead gets marked Lost, stay with a person, through FlowRunner's [human-in-the-loop](/concepts/human-in-the-loop) gates.

Without FlowRunner

Cold lists polluting the pipeline Every conference badge scan becomes a "lead," and reps stop trusting the pipeline

Leads without a next action Records sit untouched because nothing says who calls whom, or when

Activity history in people's heads The call happened, the note did not, and the next rep starts from zero

With FlowRunner

Prospects quarantined until qualified Raw contacts live in prospecting lists and only conversions enter the pipeline

Every lead carries its next step Creation, comments, and reminder dates travel together, so nothing goes quiet

The activity log writes itself Orders, calls, and status changes land as comments on the lead as they happen

Use Case Scenarios

Orders become pipeline without a keyboard

A new order fires from [Shopify](/integrations/shopify). The agent calls Create Lead with the customer name, order value, and currency, assigns it to the right rep with Assign Lead based on territory from List Users, and logs the order detail with Add Lead Comment, reminder date set for the follow-up call. The rep opens noCRM.io to a lead that already knows its amount, its owner, and its next action, and [Slack](/integrations/slack) has already told the channel.

The prospecting list as a quarantine zone

Inbound signups flow from [HubSpot](/integrations/hubspot) into a prospecting list via Add Prospect, keeping the pipeline clean of unqualified names. A scoring pass flags ICP matches, and the SDR reviews the shortlist each morning. Approved prospects graduate through Convert Prospect to Lead, land on the first pipeline step, and get assigned. The pipeline number the VP reads on Friday contains only leads a human decided belonged there.

The closed-deal ledger and the stalled-deal sweep

On a schedule, List Leads filtered by Won status feeds each closed deal into [Google Sheets](/integrations/google-sheets) for commission and reporting. The same sweep pulls leads whose reminder dates lapsed weeks ago, checks List Activities for recent touches, and posts a stalled-deal digest to the sales manager: lead, amount, days quiet, owner. The manager decides which get a revival push and which get marked Lost. Nothing dies by default; everything dies by decision.

Human-in-Loop Highlight

Two operations in this connector end a lead's life. Change Lead Status to Lost closes the lead and stops the motion that noCRM.io exists to maintain, and Delete Lead removes the record permanently, comments and history included, with no undo. Both are exactly what a stale-pipeline sweep wants to do in bulk, and exactly what an agent should never do alone. So the sweep assembles the case per lead: amount, last activity from List Activities, days since the reminder lapsed, owner. The sales manager rules on each one: revive, mark Lost, or delete the junk entry that was never real. The agent executes the verdicts in seconds. What keeps the forecast honest is that every closed door was closed by a person who saw the numbers first.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

19 actions

Leads

List Leads Retrieves leads with filters for status, pipeline step, assigned user, tag, and free-text search. The query behind reporting and stalled-deal sweeps.
Get Lead Retrieves one lead's full detail: title, status, amount, step, tags, owner, and reminder date.
Create Lead Creates a lead with as little as a title, optionally with amount, currency, probability, owner, step, tags, and a reminder date. The entry point for orders and signups.
Update Lead Changes only the fields you provide on a lead: title, description, amount, probability, tags, reminder date. Step and status moves have their own operations.
Delete Lead Permanently deletes a lead. Cannot be undone, which is why this page gates it behind a person.

Pipeline Motion

Assign Lead Assigns a lead to a specific rep by user ID. The routing step after creation or conversion.
Change Lead Status Sets a lead to To Do, Stand By, Won, Lost, or Cancelled. Won and Lost close the lead, so closing sweeps run with review.
Change Lead Step Moves a lead to a different pipeline step, such as First Contact to Proposal Sent. The advancement step agents fire when upstream events justify it.

Comments

List Lead Comments Retrieves a lead's activity notes in order. How an agent reads interaction history before acting.
Add Lead Comment Logs a call, email, or meeting note on a lead, optionally setting the reminder date in the same call. The step that keeps history complete without rep typing.

Prospecting

List Prospecting Lists Retrieves the account's prospecting lists with IDs and names. The map of where cold contacts live.
Add Prospect Adds a raw contact row to a prospecting list with company, name, email, phone, and notes. The quarantine intake.
Convert Prospect to Lead Converts a qualified prospect into a full pipeline lead. The graduation step a human approves.

Reference Data

List Users Retrieves reps with ID, name, email, and role. Used for assignment routing.
List Pipelines Retrieves the configured pipelines and their IDs.
List Steps Retrieves pipeline steps with position and parent pipeline. The IDs behind Change Lead Step and filtered queries.
List Tags Retrieves the predefined tags available for leads. Keeps agent tagging consistent with the team's taxonomy.
List Categories Retrieves tag categories, optionally with their tags, for organized tagging schemes.

Activity

List Activities Retrieves the account's action log: comments, status changes, creations. The raw material for auditing sales activity and building reports.

Frequently Asked Questions

What can FlowRunner do with noCRM.io?

FlowRunner agents can run List Leads, Get Lead, and Create Lead in noCRM.io, plus 16 more actions.

Does connecting noCRM.io to FlowRunner require OAuth?

No. noCRM.io connects to FlowRunner with an API key, no OAuth flow required.

Can noCRM.io trigger a FlowRunner workflow automatically?

noCRM.io doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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