SlimCRM
CRMConnect AI agents to SlimCRM, a Vietnamese CRM for small and medium businesses. Agents create customers and leads, run projects through milestones, open support tickets, log expenses, and read the invoices behind each account.
What This Integration Enables
SlimCRM is a Vietnamese product for small and medium businesses that decided not to be only a CRM. Customers, contacts, and leads sit next to projects, tasks, milestones, support tickets, expenses, and invoices, which means the same system holds the deal, the delivery, and the money. That is a genuinely useful shape for a business too small to run three tools and too organised to run none, and it makes SlimCRM one of the better places for an agent to work, because the record it needs next is usually already there.
The thing to understand before designing a flow is that the write surface narrows as you move through that lifecycle, and the connector reflects that faithfully rather than papering over it. Customers, contacts, and leads have the full set, create, read, update, and delete. Projects, tasks, support tickets, and milestones can be created and deleted but not updated through this connector. Expenses can be created and searched. Invoices and staff are read only. So an agent here is very good at getting things started and at reading the whole picture, and deliberately limited at revising delivery records in flight, which is worth designing around rather than discovering halfway through a rollout. Operationally, authentication uses an API token created inside SlimCRM under System, then Settings, then API Management, sent on every request as the authtoken header rather than as a bearer token or a query parameter. The API Management menu is hidden by default and SlimCRM support enables it per account, and each token carries an expiry set when it is created. The API is bound to a whole installation, so one token covers the account, and because SlimCRM is tenant hosted you supply your own instance base URL, for example https://crm.slimsoft.vn/your-account, with every route built under /api. Create, update, and delete requests submit fields as multipart form data, and optional or account specific fields that are not exposed as named parameters go through the Additional Fields object. Delete operations use the /api/delete/{resource}/{id} path shape, which the connector handles for you. Reads return the record or an array directly while writes return a {status, message} envelope, and a logical failure can arrive as an HTTP 200 body with status:false or as an HTTP 404, both of which this connector inspects and raises so an automation exception surfaces rather than passing as a quiet success. Fields such as lead source, lead status, task priority, project status, department, and billing type are numeric ids configured per account, so they are plain inputs and the Customers, Staff, Expense Categories, Payment Modes, and Tax Rates dictionaries resolve related ids where your instance exposes them. This connector ships no triggers and registers no webhook subscription with SlimCRM, so change detection is a scheduled Search call on the resource you care about. A flow written on the assumption that SlimCRM will notify FlowRunner when a ticket is raised will never run.
Without FlowRunner
With FlowRunner
Use Case Scenarios
A won deal that opens its own delivery
A deal closes in the CRM or in an upstream quoting tool. The agent calls Search Customers to resolve the account, since a project created against the wrong customer id is the kind of error that only becomes visible when someone tries to invoice it. Create Project opens the delivery work with its project status id and billing type, both of which are numeric values configured on this account rather than fixed enums. Create Milestone lays out the phases the statement of work described, and Create Task creates the first work items with their owners resolved through List Staff and their priority set to the account's own numeric value. Additional Fields carries anything the business added to those forms that is not a named parameter. The delivery owner gets the project summary through Brevo, and the handover exists as records rather than as a conversation.
Inbound requests that become tickets with a status somebody reports on
Support requests arrive by email, form, or chat. The agent resolves the sender against Search Customers, then calls Create Support Ticket with the department id and the subject, so the request enters the system rather than staying in a mailbox. Search Support Tickets is used first to check whether the same customer already has an open ticket about the same thing, since creating a second one splits the history and this connector cannot merge or update them afterwards. Get Support Ticket reads the current state for the acknowledgement that goes back to the customer through SendGrid. On a schedule the same flow calls Search Support Tickets filtered on status and age, and posts the ones that have gone quiet to the support lead. Where a ticket was raised in error, closing it is a person's job inside SlimCRM, because the only ticket write this connector has after creation is Delete Support Ticket.
A finance view that reads the money without touching it
On a schedule the agent calls Search Invoices for the account or the period and Get Invoice for the detail on each, then Search Expenses for what has been spent against the same work. Search Projects and Get Project join the delivery side so a project can be shown with its billed revenue and its recorded costs together, which is a view most small businesses assemble by hand in a spreadsheet at month end. Where a receipt or an approval flow produces a new cost, Create Expense records it with its category id and payment mode resolved from the dictionaries. Everything else in this run is a read: invoices are read only through this connector and no flow here changes what a customer owes. The result lands in Google Sheets for the finance owner.
Human-in-Loop Highlight
The operation to gate in SlimCRM is Delete Project, and the reason is the absence next to it. There is no Update Project in this connector. There is no Update Task, no Update Support Ticket, and no Update Milestone either. Which means that when an agent gets a delivery record wrong, the only correction available to it is to delete the record and create a replacement. That is a very different act from an edit. SlimCRM's deletes are permanent with no recovery, and a project id is not a label, it is the thing that tasks, milestones, tickets, expenses, and invoices all point at. Deleting a project to fix a wrong billing type does not fix a field, it destroys the id that the four milestones, nineteen tasks, and two issued invoices were attached to, and recreating it produces a new id that none of them reference. The team sees a project with no history and a set of records with nowhere to live, and the API offers no help reattaching them. So the agent never treats delete as a correction on its own authority. When a reconciliation run finds a project whose customer, status, or billing type disagrees with the source system, it gathers the dependents first through Search Tasks, Search Invoices, and Search Expenses filtered on that project, and posts to the delivery owner: "Project 3184, Cẩm Phả rollout, was created against customer id 902 and the signed order says customer id 917. There is no Update Project in this connector, so my only options are to leave it or to delete and recreate. Attached to it right now: 4 milestones, 19 tasks with 6 open, 2 invoices totalling 148,000,000, and 7 expenses. Delete Project is permanent and none of those would follow the new record. Recommend fixing the customer inside SlimCRM by hand and I will leave the record alone. Confirm, or authorise the delete and rebuild?" The owner answers once, and almost always the answer is the boring one, which is the point. This is the human-in-the-loop moment on a product where the missing update action turns every correction into a demolition, because an agent can enumerate exactly what is attached to a record and only a person can decide that losing it is acceptable.
Agent Capabilities
39 actionsCustomers
6- List Customers Returns customers. Used for scheduled sweeps and coverage checks against another system.
- Search Customers Filters customers server side. This is the resolution action that runs before any project, ticket, or lead is written against an account.
- Get Customer Retrieves a single customer with its details.
- Create Customer Creates a customer, with account specific fields passed through `Additional Fields`. Write requests submit as multipart form data.
- Update Customer Updates a customer. Customers are one of the three record types this connector can revise in place.
- Delete Customer Permanently removes a customer with no recovery.
Contacts
4- Get Contact Retrieves a single contact belonging to a customer.
- Create Contact Creates a contact against a customer.
- Update Contact Updates a contact's details in place.
- Delete Contact Permanently removes a contact with no recovery.
Leads
6- List Leads Returns leads for scheduled review.
- Search Leads Filters leads server side by the account's own numeric lead source and lead status ids.
- Get Lead Retrieves a single lead.
- Create Lead Creates a lead with its source and status as the numeric ids configured on this account.
- Update Lead Updates a lead, including moving it to a new status as it progresses.
- Delete Lead Permanently removes a lead with no recovery.
Projects
5- List Projects Returns projects for scheduled reporting.
- Search Projects Filters projects server side, used to find the delivery record behind an invoice or a ticket.
- Get Project Retrieves a single project with its status and billing type.
- Create Project Creates a project against a resolved customer, with project status and billing type as numeric ids configured per account.
- Delete Project Permanently removes a project with no recovery. Because this connector has no update action for projects, deletion is the only correction path available to a flow, which is why it runs behind an approval that enumerates the dependent records.
Tasks and milestones
7- List Tasks Returns tasks for scheduled sweeps.
- Search Tasks Filters tasks server side by project, owner, or the account's own priority ids.
- Get Task Retrieves a single task with its owner and state.
- Create Task Creates a task against a project with an owner resolved through List Staff.
- Delete Task Permanently removes a task with no recovery. There is no task update, so a reassignment or a rescheduling is done by a person inside SlimCRM.
- Create Milestone Creates a milestone against a project, which is how a statement of work becomes phases the team can track.
- Delete Milestone Permanently removes a milestone with no recovery, and with no update action alongside it.
Support tickets
5- List Support Tickets Returns support tickets for scheduled review.
- Search Support Tickets Filters tickets server side by status, department, or customer. Used to check for an existing open ticket before creating a second one about the same issue.
- Get Support Ticket Retrieves a single ticket with its current state.
- Create Support Ticket Creates a ticket against a customer with a department id. This is the write that turns an inbox request into something the team reports on.
- Delete Support Ticket Permanently removes a ticket with no recovery. There is no ticket update, so closing or reassigning is done inside SlimCRM.
Money
4- Search Invoices Filters invoices server side. Read only, and the basis for showing a project alongside what has actually been billed.
- Get Invoice Retrieves a single invoice with its detail. Read only. This connector does not create or change invoices.
- Search Expenses Filters recorded expenses server side, used to show costs against a project or a period.
- Create Expense Records an expense with its category and payment mode ids resolved from the dictionaries where your instance exposes them.
Staff
2- List Staff Returns the staff on the installation, used to resolve an owner id before a task or a project assignment writes one.
- Get Staff Retrieves a single staff member. Read only.
Frequently Asked Questions
What can FlowRunner do with SlimCRM?
FlowRunner agents can run List Customers, Get Customer, and Search Customers in SlimCRM, plus 36 more actions.
Does connecting SlimCRM to FlowRunner require OAuth?
No. SlimCRM connects to FlowRunner with an API key, no OAuth flow required.
Can SlimCRM trigger a FlowRunner workflow automatically?
SlimCRM doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.
Start building with SlimCRM
$100 in credits. No card required. Connect in minutes.