Monica CRM

Use the Monica CRM node to automate work in Monica CRM, and integrate Monica CRM with other applications. Mosaic Workflows has built-in support for a wide range of Monica CRM features, including creating, updating, deleting, and getting activities, calls, contracts, messages, tasks, and notes.

On this page, you'll find a list of operations the Monica CRM node supports and links to more resources.

Credentials

Refer to Monica CRM credentials for guidance on setting up authentication.

Basic operations

  • Activity
    • Create an activity
    • Delete an activity
    • Retrieve an activity
    • Retrieve all activities
    • Update an activity
  • Call
    • Create a call
    • Delete a call
    • Retrieve a call
    • Retrieve all calls
    • Update a call
  • Contact
    • Create a contact
    • Delete a contact
    • Retrieve a contact
    • Retrieve all contacts
    • Update a contact
  • Contact Field
    • Create a contact field
    • Delete a contact field
    • Retrieve a contact field
    • Update a contact field
  • Contact Tag
    • Add
    • Remove
  • Conversation
    • Create a conversation
    • Delete a conversation
    • Retrieve a conversation
    • Update a conversation
  • Conversation Message
    • Add a message to a conversation
    • Update a message in a conversation
  • Journal Entry
    • Create a journal entry
    • Delete a journal entry
    • Retrieve a journal entry
    • Retrieve all journal entries
    • Update a journal entry
  • Note
    • Create a note
    • Delete a note
    • Retrieve a note
    • Retrieve all notes
    • Update a note
  • Reminder
    • Create a reminder
    • Delete a reminder
    • Retrieve a reminder
    • Retrieve all reminders
    • Update a reminder
  • Tag
    • Create a tag
    • Delete a tag
    • Retrieve a tag
    • Retrieve all tags
    • Update a tag
  • Task
    • Create a task
    • Delete a task
    • Retrieve a task
    • Retrieve all tasks
    • Update a task