amoCRM

Getting started with amoCRM

Prerequisites

There are three required fields when creating a connection to amoCRM – Email, API Key, and Full domain.

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Email

Enter the email used for your amoCRM registration. This email can be found in your profile settings – YourUsername.amocrm.com/settings/profile/

API KEY

Enter the API key. This can be found also in your profile settings.

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Full domain

Enter your amoCRM domain. YourUsername.amoCRM.com

Obtains a list of tasks with the possibility of filtering and paging.

Connection

Establish a connection to your amoCRM account.

Limit

Maximum number of returned results during one execution cycle.

Task ID

Enter the task ID if needed.

Rows limit

The maximum number of rows that can be selected.

Offset

Set from the which row to select. Row limit must be set.

Related object ID

Enter the ID of a related object.

Responsible

Filter by the responsible person for the task. Select the person.

Offset

Set the offset if required.

This instant trigger monitors amoCRM for selected changes (events).

1. Add a webhook with your amoCRM connection.

2. Use checkboxes to select the events you want to watch.

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3. Save the dialog and run the scenario.

4. Now you are watching amoCRM for changes as selected above.

Connection

Establish a connection to your amoCRM account.

Name

Enter the lead name.

Responsible user

Set the responsible user for the entry.

Pipeline

Select a pipeline you want to create the lead in.

Created by

Select the user who created the entry.

Created at

Enter the date when the entry was created. The list of supported date and time formats.

Updated at

Enter the date when the entry was updated. The list of supported date and time formats.

Sale

Enter the deal budget.

Tags

If you want to specify new tags, list them inside the string variable, separated by commas. If you need to attach existing tags, pass an array of numeric id values for existing tags.

Contacts

Assign contacts for the new lead.

Company ID

Select the company ID.

Custom fields

Add a custom field if needed.

Allows you to create multiple leads.

Connection

Establish a connection to your amoCRM account.

Leads

Here you can enter one or more leads you want to create.

Click the Add item button and follow the Create a lead instructions above.

Retrieves all available lead information

Connection

Establish a connection to your amoCRM account.

Lead ID

Select the lead you want to get information about.

Retrieve leads by specified filter settings.

Connection

Establish a connection to your amoCRM account.

Lead ID

Filter results by one lead ID, list of comma-separated lead IDs, or array of leads from another module

Search Query

Enter the search term you want to filter results by.

Limit

Set the maximum number of leads Make will return during one execution cycle.

Responsible User

Select or map the user to filter results by.

Pipeline

Select or map the ID of the pipeline to filter results by.

Lead Status ID

Select or map the ID of the lead status to filter results by.

Offset

Shift the selection (from which row to choose). Works only if Rows Limit is also specified.

Updates an existing lead.

Connection

Establish a connection to your amoCRM account.

Lead

Select the lead you want to update.

Pipeline

Select a pipeline containing the selected lead.

Status

Select the status of the lead

Updated at

Enter the date when the entry was updated. The list of supported date and time formats.

Unlink contacts

Select the contact(s) you want to unlink from the lead.

Unlink company

The ID of the company to be uninstalled.

Name

Enter the desired name of the lead.

Responsible user

Set the responsible user for the lead.

Created by

The ID of the user who created the lead.

Created at

Enter the date when the lead was created. The list of supported date and time formats.

Sale

Enter the budget of the lead.

Connection

Establish a connection to your amoCRM account.

Company ID

Enter the company ID.

Name

Enter the name of the contact to be added. This field is mandatory.

Responsible user

Set the responsible user for the entry.

Created by

Add the user who created the entry.

Created at

Set the date when the entry was created. The list of supported date and time formats.

Updated at

Set the date when the entry was updated. The list of supported date and time formats.

Lead

Select the lead from the drop-down menu.

Tags

Enter a tag.

Custom fields

Add a custom field if required.

Connection

Establish a connection to your amoCRM account.

Name

Enter the company name.

Responsible user

Set the responsible user for the entry.

Created by

Select the user who created the entry.

Created at

Enter the date when the entry was created. The list of supported date and time formats.

Lead ID

Select the Lead ID.

Customer ID

Select the Customer ID.

Contact ID

Select the Contact ID.

Tags

Enter a tag.

Custom fields

Add a custom field if needed.

This module allows you to create multiple contacts at once.

Connection

Establish a connection to your amoCRM account.

Contacts

Here you can enter one or more contacts that you want to create.

Click the Add item button and follow the Create a contact instructions above.

Retrieves details about the company.

Connection

Establish a connection to your amoCRM account.

Company ID

Select the company or map the ID of the company you want to retrieve details about.

Retrieves contacts by the specified filter settings.

Connection

Establish a connection to your amoCRM account.

Contact ID

Select the contact you want to retrieve details about.

Responsible ID

Select the responsible person to filter results by.

Search Query

Enter the search term you want to filter results by.

Limit

Set the maximum number of contacts Make will return during one execution cycle.

Offset

Shift the selection (from which row to choose). Works only if limit_rows is also specified

Use this module to get the customer list.

Note

Your profile must contain customers otherwise this module returns error 400. Customers are not available when using the free trial account! The Recurring purchases (Settings > General settings) option must be enabled.

Connection

Establish a connection to your amoCRM account.

Customer ID

Select the element with the given ID (If this parameter is specified, all the others are ignored).

Rows limit

Set the limit of rows that can be selected.

Offset

Selection reference (from which row to choose). Works only if limit_rows is also specified.

Responsible user

Select one or more responsible user(s).

From

The date from which to start the selection. Use format MM/DD/YYYY.

To

The date to which you want to end the selection. Use format MM/DD/YYYY.

Next date from

The next date from which to start the selection. Use format MM/DD/YYYY.

Next date to

The next date to which you want to end the selection. Use format MM/DD/YYYY.

Type

Filter the list by type.

Retrieves information for a selected contact.

Connection

Establish a connection to your amoCRM account.

Contact ID

Select the contact you want to retrieve information about.

Connection

Establish a connection to your amoCRM account.

Contact

Select a contact to update.

Name

Enter the contact name.

Responsible user

Set the responsible user for the entry.

Created by

Select the user who created the entry.

Created at

Enter the date when the entry was created. The list of supported date and time formats.

Updated at

Enter the date when the entry was updated. The list of supported date and time formats.

Leads ID

Select the Lead ID

Tags

Enter a tag.

Company ID

Select a company ID from the drop-down menu.

Unlink

Unlink lead, company or customer if needed.

Connection

Establish a connection to your amoCRM account.

Company ID

Enter a company ID.

Name

Enter the contact name.

Responsible user

Set the responsible user for the entry.

Created by

Add the user who created the entry.

Created at

Enter the date when the entry was created. The list of supported date and time formats.

Leads ID

Select the Lead ID.

Customers ID

Select the Customer ID.

Tags

Enter a tag.

Custom fields

Add a custom field if needed.

Retrieves available task information.

Connection

Establish a connection to your amoCRM account.

Task ID

Enter the task ID of the task you want to get information about.

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Connection

Establish a connection to your amoCRM account.

Task ID

Enter the ID of the task.

Rows limit

Set the limit of rows that can be selected.

Offset

Selection reference (from which row to choose). Works only if the Rows limit is also specified.

Related object ID

An additional search filter, according to the ID elements of the entity.

Responsible user

Select one or more responsible user(s).

Object type

Obtains information by the type of the specified entity (lead/contact/company/customer)

Connection

Establish a connection to your amoCRM account.

Task

Select the task you want to update.

Text

Enter the updated text.

Updated at

Enter the date when the entry was updated. The list of supported date and time formats.

Responsible user

Set a responsible user for the entry.

Tak completed

Set Yes if the task has been already completed.

Due date

Enter the due date for the task. The list of supported date and time formats.

Connection

Establish a connection to your amoCRM account.

Element type

Select an element type from the drop-down menu.

Task type

Select the task type you want to create.

Text

Enter the text of the new task.

Created at

Enter the date when the entry was created. The list of supported date and time formats.

Updated at

Enter the date when the entry was updated. List of supported date formats. The list of supported date and time formats.

Responsible user

Select the responsible user from the drop-down menu.

Created by

Select the user who created the task.

Task completed

Use the radio buttons to set the status of the task.

Due date

Enter a required due date for the task.

Connection

Establish a connection to your amoCRM account.

Element

Enter the element ID.

Element type

Select the element type for the note you want to create.

Note type

Select the event you want to create a note for.

Text

Enter the new text of the updated note.

Created at

Enter the date when the entry was created. The list of supported date and time formats. Use the TIMESTAMP variable.

Updated at

Enter the date when the entry was updated. The list of supported date and time formats.

Responsible user

Set a responsible user for the entry.

Params

Define parameters if needed.

Connection

Establish a connection to your amoCRM account.

Note ID

Enter the note ID.

Element

Enter the element ID.

Element type

Select the element type containing the note you want to update.

Note type

Select the event you want to update.

Text

Enter the new text of the updated note.

Created at

Enter the date when the entry was created. The list of supported date and time formats.

Updated at

Enter the date when the entry was updated. The list of supported date and time formats.

Responsible user

Set a responsible user for the entry.

Params

Define parameters if needed.

Retrieves note by the specified filter settings.

Connection

Establish a connection to your amoCRM account.

ID

Enter the ID of the note you want to retrieve.

Type

Select the type the entity the note is associated with.

Element ID

Enter the unique identifier of the entity element to filter results by.

Modified Since

Filter notes that have been changed from a specific date. The list of supported date and time formats.

Note Type

Select the contact or lead to filter results by.

Parameters

Specify the parameters to filter results by.

Limit

Set the maximum number of notes Make will return during one execution cycle.

Retrieves an account's details.

Connection

Establish a connection to your amoCRM account.

Product ID

Select the Product ID of the item from the catalog.

Catalog ID

Select what catalog you want to retrieve products from.

Search term

Enter the name of the item you are searching for.

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Allows you to perform a custom API call.

Connection

Establish a connection to your amoCRM account.

URL

Enter a path relative to https://your-domain.amocrm.com/api. E.g. /v2/leads

Note

For the list of available endpoints, refer to the amoCRM API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns the list of all leads in your amoCRM account:

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Matches of the search can be found in the module's Output under Bundle > Body > _embedded > items. In our example, 5 leads were returned:

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