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RAYNET CRM

CRM

Connect AI agents to RAYNET CRM, a Czech cloud CRM for sales teams. Agents create accounts, contacts, and leads, convert leads into deals, assign tasks as the activity trail, and read the offers and product catalog behind each deal.

30 actions Basic auth available
A web form, a signup, or a scheduled poll of an inbound source starts the run
The dictionaries resolve the owner, currency, lead status, and category ids this instance uses
List Accounts with a full text search looks for a company that already exists before a lead is converted
Create Lead records the enquiry with its resolved status and owner
Create Task schedules the follow-up with an owner and a priority of MINOR, DEFAULT, or CRITICAL
The owner is told which leads matched an existing account and which did not
A person approves Convert Lead on every match, because conversion creates new records and cannot be undone

What This Integration Enables

RAYNET is a Czech cloud CRM built for sales teams that want the whole cycle in one place: accounts, contacts, leads, deals, tasks, a product catalog, and the offers that come out of it. Two things about this API shape how an agent should work against it, and both are the kind of detail that decides whether a flow is correct or merely plausible.

The first is that RAYNET is configured per instance and most of the interesting fields are ids rather than values. Owner, company, currency, status, and category are all set as ids, and the dictionaries for Users, Currencies, Lead Statuses, Account Categories, Deal Categories, and Product Categories exist so a flow resolves them against this instance instead of carrying numbers copied from somewhere else. Where a field is a fixed enum, it uses the vendor's own wire values rather than friendly text, so account state is A_POTENTIAL, B_ACTUAL, C_DEFERRED, or D_UNATTRACTIVE, account role is A_SUBSCRIBER, B_PARTNER, C_SUPPLIER, or D_RIVAL, deal status is A_DRAFT, B_ACTIVE, D_DONE, E_WIN, F_LOST, or G_STORNO, and task priority is MINOR, DEFAULT, or CRITICAL. Lead statuses and every category are account configurable and resolved through the dictionaries instead. Create and update actions accept an Additional Fields object merged into the request body, so documented RAYNET fields that are not exposed as typed parameters, such as primaryAddress, contactInfo, validFrom, totalAmount, businessCasePhase, or customFields, can still be sent.

The second is worth stating so nothing here is mistaken for more than it is. Offers are read only through this connector: List Offers and Get Offer read what has been quoted, and there is no action that creates or sends one. Products can be listed, read, and created but not updated or deleted. There is no activity object at all in RAYNET's model here, so the activity trail an agent maintains is Tasks, which carry an owner, a deadline, and a priority, and which List Tasks can sweep for work that passed its date without being closed. Operationally, authentication is HTTP Basic using the API Username and API Key, and every request also carries your Instance Name in the X-Instance-Name header. Instance resolution happens before authentication, so a missing header returns HTTP 400 with Instance name or id not present and an unknown instance returns HTTP 404 with Instance not found, both of which arrive before any credential error and are the first thing to check when calls fail. RAYNET uses an unusual verb mapping internally, PUT to create and POST to modify, which the connector handles so you only pick the action. List actions page with offset and limit, defaulting to 50 and capped at 1000, and responses carry totalCount. RAYNET allows roughly 24,000 requests per day and four concurrent connections per client, returning HTTP 429 beyond the daily limit, and more than 20 failed logins in a short window triggers a 60 minute IP block, which is a genuine reason to resolve credentials once rather than retry blindly. This connector ships no triggers. RAYNET documents a webhook subscription API, but the delivered notification payload shape is not published, so a realtime trigger is deferred and there is no webhook action here to register one. Change detection is a scheduled poll on List Accounts, List Deals, or List Tasks sorted on the creation date.

Without FlowRunner

Ids are copied between systems Owner, currency, and category values are hardcoded from another instance and silently set the wrong thing
Conversion happens on a hunch A lead is converted, a second account for an existing customer appears, and the history splits
Follow-up depends on who saw the form A signup arrives, nobody is assigned, and the first contact happens whenever someone notices

With FlowRunner

Ids are resolved live Users, currencies, lead statuses, and categories come from the dictionaries on this instance before any write
Conversion is checked against the account list A lead matching an existing account is escalated rather than converted into a duplicate
Every lead leaves with an owner and a deadline Create Task attaches the next step with a named owner and a priority the team already uses

Use Case Scenarios

A signup that arrives owned, categorised, and scheduled

A web form or trial signup starts the run. The agent reads the dictionaries first, resolving the owner user id from Users, the currency id from Currencies, and the lead status id from Lead Statuses, because those are ids on this instance and a number carried from anywhere else will set something else. It calls List Accounts with a full text search on the company name to see whether this business is already a customer. Where nothing matches, Create Lead records the enquiry with the resolved status and owner, and Additional Fields carries contactInfo and primaryAddress so the record is complete rather than a name and an email. Create Task then schedules the first outreach with a deadline and a priority of DEFAULT, and Gmail sends the prospect a welcome message from the assigned owner. Where the company does match an existing account, nothing is converted. That row goes to the gate below.

A deal pipeline kept current without a nightly export

An external quoting or billing system moves deals along. For each change the agent calls List Deals with a search on the deal name, reads Get Deal to confirm the current status and totalAmount, and calls Update Deal with the correct wire value, B_ACTIVE while it is live, E_WIN when it closes, F_LOST when it does not, and G_STORNO when it is cancelled, rather than sending readable text the API will reject. List Offers and Get Offer are read alongside it to show what was actually quoted against the deal, which is a read only view here and the honest basis for a win rate that means something. Create Task opens the handover work on a win. The joined pipeline lands in Google Sheets and a per owner digest posts to Slack.

A catalog and quoting reference kept in step from the source of truth

The product catalog lives in an ERP or a pricing sheet, and RAYNET needs to know about it so offers reference real items. On a schedule the agent calls List Products with paging inside the 1000 record cap, compares against the source, and calls Create Product for genuinely new items with the product category id resolved from the Product Categories dictionary. Because this connector exposes no update or delete for products, an item whose price or description changed is reported rather than silently rewritten, and a person corrects it inside RAYNET. Get Offer is then read across recent offers to find any that reference a product the source no longer sells, and that list goes to the sales manager. The run is deliberately conservative about what it writes, which is the right posture when the connector's write surface is narrower than the read surface.

Human-in-Loop Highlight

Convert Lead is the operation to gate here, and RAYNET's own documentation is unusually direct about why: deletes are permanent, and Convert Lead is also irreversible. What makes it worth a person's attention is not that it is a write but what it produces. Converting a lead creates the account, the contact, and the deal in one call. It does not attach to an account that already exists. So the case that hurts is not a bad lead, it is a good lead for a company that is already a customer. Someone from the same business fills in a web form, the lead scores well, the flow converts it, and RAYNET now holds a second account for a company it already had. Every deal, task, and offer written afterwards attaches to the new record while the history, the owner relationship, and the open renewal sit on the old one, and there is no un-convert. Untangling it is manual work inside RAYNET across four object types. So the agent draws the line at the account match, not at the lead. It runs List Accounts with a full text search on the company name and any identifier the lead carries, resolves the owner and category ids from the dictionaries so the conversion would be correct if approved, and posts to the sales manager: "24 leads passed scoring. 17 match no existing account and I will convert those. 7 match something: 4 match one account exactly by company name, 2 match an account whose name differs only by its legal suffix, and 1 matches two accounts, one marked B_ACTUAL with an open deal at B_ACTIVE and one marked C_DEFERRED. Convert Lead creates a fresh account, contact, and deal every time and cannot be reversed, so converting these 7 gives us duplicate accounts for customers we already have. Convert the 17, and for the 7 tell me whether to attach a new deal to the existing account instead?" The manager answers once. For the confirmed duplicates the agent calls Create Deal against the existing account id and Create Task for the follow-up, and Convert Lead runs only on the leads a person agreed are genuinely new. This is the human-in-the-loop moment on a CRM whose conversion step is a one way door, because an agent can find every plausible name match and only a person can say whether two records are the same company.

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

30 actions

Accounts

5
  • List Accounts Returns accounts with full text search and `offset` and `limit` paging, defaulting to 50 and capped at 1000, with `totalCount` in the response. This is the duplicate check that runs before any conversion.
  • Get Account Retrieves a single account with its state, role, and owner. Used to confirm current state before a change is composed.
  • Create Account Creates an account, with owner, currency, and category set as ids resolved from the dictionaries, and additional documented fields such as `primaryAddress` passed through Additional Fields.
  • Update Account Updates an account, including its state as `A_POTENTIAL`, `B_ACTUAL`, `C_DEFERRED`, or `D_UNATTRACTIVE` and its role as `A_SUBSCRIBER`, `B_PARTNER`, `C_SUPPLIER`, or `D_RIVAL`.
  • Delete Account Permanently removes an account and cannot be undone.

Contacts

5
  • List Contacts Returns contacts with full text search and paging. Used to resolve the person on a deal and to deduplicate before creating.
  • Get Contact Retrieves a single contact with its company link and contact details.
  • Create Contact Creates a contact against an account, with `contactInfo` and other documented fields available through Additional Fields.
  • Update Contact Updates a contact, used to keep details current from a source that genuinely owns them.
  • Delete Contact Permanently removes a contact and cannot be undone.

Leads

4
  • List Leads Returns leads with search and paging, filtered by the account configurable lead status resolved from the Lead Statuses dictionary.
  • Get Lead Retrieves a single lead with its status, owner, and details.
  • Create Lead Creates a lead with its resolved status and owner. This is the low risk write at the top of an inbound flow, since a lead can be corrected before it is converted.
  • Convert Lead Converts a lead into an account, a contact, and a deal in one call. Irreversible, and it always creates a new account rather than attaching to an existing one, which is why it runs behind an approval on the account match.

Deals

5
  • List Deals Returns deals, or business cases, with search and paging. Used for pipeline reporting and for finding deals that have stalled.
  • Get Deal Retrieves a single deal with its status, `totalAmount`, and phase.
  • Create Deal Creates a deal against an account, with category and currency set as ids and fields such as `businessCasePhase` and `totalAmount` available through Additional Fields.
  • Update Deal Updates a deal, including its status as `A_DRAFT`, `B_ACTIVE`, `D_DONE`, `E_WIN`, `F_LOST`, or `G_STORNO`, sent as the vendor's wire value rather than a readable label.
  • Delete Deal Permanently removes a deal and cannot be undone.

Tasks

4
  • List Tasks Returns tasks with paging. Because RAYNET exposes no separate activity object here, this is the sweep that finds follow-ups past their deadline.
  • Get Task Retrieves a single task with its owner, deadline, and priority.
  • Create Task Creates a task with a priority of `MINOR`, `DEFAULT`, or `CRITICAL` and an owner resolved from the Users dictionary. This is how a flow makes the next step concrete rather than implied.
  • Update Task Updates a task, including reassignment, rescheduling, and completion.

Products and offers

5
  • List Products Returns the product catalog with paging. Used to compare RAYNET against the source of truth for pricing and availability.
  • Get Product Retrieves a single product.
  • Create Product Adds a product to the catalog with its category id. This connector exposes no update or delete for products, so a changed item is reported for a person to correct inside RAYNET.
  • List Offers Returns offers. Read only, and the basis for seeing what has actually been quoted against a set of deals.
  • Get Offer Retrieves a single offer with its lines. Read only. This connector does not create, update, or send offers.

Users

2
  • List Users Returns the users on the instance, used to resolve an owner id before a create or an assignment writes one.
  • Get Current User Returns the user the connection authenticates as, useful for confirming which permissions and instance the flow is actually operating under.

Frequently Asked Questions

What can FlowRunner do with RAYNET CRM?

FlowRunner agents can run List Accounts, Get Account, and Create Account in RAYNET CRM, plus 27 more actions.

Does connecting RAYNET CRM to FlowRunner require OAuth?

No. RAYNET CRM connects to FlowRunner with basic authentication (a username and password), no OAuth flow required.

Can RAYNET CRM trigger a FlowRunner workflow automatically?

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

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