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The no-code academy The no-code academy

#1 no-code resource for sales professionals

Table of contents

  1. The no-code academy
  2. 1Introduction to no-code
    1. What is no-code
    2. No-code apps
  3. 2How to build your first automated sales workflow
    1. How to get started with automation: automate workflows for streamlined processes
    2. Using The Butler for Automations in noCRM
    3. Connect noCRM to Zapier and Make
    4. Assign an incoming lead to a sales rep of your choice
    5. Assign an incoming lead fulfilling a condition to a sales rep
    6. Assign a lead, send an email, move it to the next step, then set it on StandBy for follow-ups
    7. How to build a complete email automation machine using Zapier
  4. 3Introduction to no-code tools
    1. noCRM's no-code toolbox
    2. No-code triggers and actions
    3. Simplified API for business use case implementation
    4. Built-in no-code tools to connect your information system
  5. 4Additional no-code resources
    1. App integrations directory
    2. No-code community directory

noCRM's no-code tools

There are a lot of ways you can build connections and automations between cloud apps. With respect to noCRM.io, there are three main tools we use:

  • Trigger and actions through Zapier and Make
  • Simplified API
  • noCRM built-in tools

Triggers and actions

Every web application supported by no-code apps has two main concepts: trigger and action.

Triggers replace the need to manually poll an app to check for new data in order to launch your preset actions. Both represent a hard limit to the logic offered in a no-code platform's workflow configurations.

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Simplified API

If you can't find a noCRM action in Zapier or Make, that's when you can opt for using our simplified API that can be used on Make.

Simplified API is a prepared list of commands that can easily be called through the no-code apps Zapier and Make to perform actions in noCRM. You may also use it to build more complex and advanced workflows. Each command has its own specific URL address.

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noCRM built-in tools

Lastly, noCRM offers built-in tools for customizing your interface. You may create a lead widget, customize your lead's Action menu and fire off manual triggers to execute workflows.

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Next read: No-code triggers and actions

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