Customer records and workflows
Connect an existing Conecta account through OAuth to work with the organization and permissions assigned to that user. Use contacts, tasks, appointments, authorized conversations, document-request status, billing records, workflows, and blast records. More
MCP connector Server URL https://proxy.holaconecta.com/mcp/conectaCopy Login OAuth Tools Reads data65 estimate_ sms_ creditsget_ appointmentget_ automationget_ available_ slotsget_ businessget_ campaignget_ campaign_ draftget_ campaign_ reportget_ contactget_ current_ contextget_ fieldget_ formget_ invoiceget_ opportunityget_ opportunity_ pipelineget_ organization_ setupget_ paymentget_ payment_ statusget_ prepared_ actionget_ serviceget_ service_ listget_ signature_ requestget_ tagget_ taskget_ trademarkget_ workflow_ instancelist_ appointmentslist_ automationslist_ calendar_ eventslist_ campaignslist_ contact_ messageslist_ contact_ noteslist_ contact_ tagslist_ document_ requestslist_ field_ categorieslist_ fieldslist_ form_ submissionslist_ formslist_ invoiceslist_ opportunitieslist_ opportunity_ pipelineslist_ paymentslist_ prepared_ actionslist_ service_ listslist_ serviceslist_ signature_ requestslist_ sms_ credit_ historylist_ tagslist_ taskslist_ team_ memberslist_ workflow_ instanceslist_ workflowssearch_ businessessearch_ contactssearch_ helpsearch_ trademarkstextellent_ get_ contacttextellent_ list_ contactstextellent_ list_ message_ eventstextellent_ list_ tagstextellent_ statusget_ workflow_ automation_ bindingget_ workflow_ templatelist_ workflow_ automation_ bindingslist_ workflow_ templates
Changes data27 add_ contact_ noteapprove_ prepared_ actioncreate_ appointmentcreate_ businesscreate_ campaign_ draftcreate_ contactcreate_ fieldcreate_ formcreate_ invoice_ draftcreate_ opportunitycreate_ opportunity_ pipelinecreate_ opportunity_ stagecreate_ servicecreate_ service_ listcreate_ signature_ requestcreate_ tagcreate_ taskimport_ external_ messageprepare_ messagestart_ workflowtextellent_ sync_ contactsupload_ documentcreate_ workflow_ automation_ bindingcreate_ workflow_ itemcreate_ workflow_ stagecreate_ workflow_ templateduplicate_ workflow_ template
Deletes or can't be undone77 add_ contact_ tagsarchive_ businessarchive_ contactarchive_ tagarchive_ tasksarchive_ workflowarchive_ workflow_ instanceassign_ workflow_ itembulk_ remove_ opportunitiesbulk_ update_ contactscancel_ appointmentcancel_ invoicecancel_ prepared_ actioncancel_ signature_ requestclose_ opportunitycomplete_ workflow_ itemcreate_ document_ requestdelete_ appointmentdelete_ automationdelete_ fielddelete_ formdelete_ invoice_ draftdelete_ opportunity_ pipelinedelete_ opportunity_ stagedelete_ servicedelete_ service_ listdelete_ taskmove_ opportunitypause_ automationpublish_ formrecord_ manual_ paymentrefund_ paymentremove_ contact_ tagsremove_ opportunityreopen_ opportunityreopen_ workflow_ itemreorder_ fieldsreorder_ opportunity_ pipelinesreorder_ opportunity_ stagesreplace_ contact_ tagsresend_ signature_ requestrestore_ businessrestore_ contactrestore_ fieldrestore_ service_ listrestore_ tagretry_ failed_ actionsend_ document_ request_ remindersend_ invoicesend_ prepared_ messagesend_ signature_ requestupdate_ appointmentupdate_ businessupdate_ contactupdate_ fieldupdate_ formupdate_ opportunityupdate_ opportunity_ pipelineupdate_ opportunity_ stageupdate_ organization_ settingsupdate_ serviceupdate_ service_ listupdate_ signature_ fieldsupdate_ tagupdate_ taskupdate_ workflow_ statusdelete_ workflow_ automation_ bindingdelete_ workflow_ itemdelete_ workflow_ stagedelete_ workflow_ templatemove_ workflow_ itemreorder_ workflow_ itemsreorder_ workflow_ stagesupdate_ workflow_ automation_ bindingupdate_ workflow_ itemupdate_ workflow_ stageupdate_ workflow_ template
Skills 1 in the ChatGPT listing
Conecta customer Use the customer's authorized Conecta account for contacts, tasks, appointments, messages, document-request status, billing records, and supported workflows.