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1CRM

Integromat Support Team Updated July 01, 2020 19:30

The 1CRM modules enable you to monitor, search, retrieve, create, update, or delete records in your 1CRM account.

Getting Started with 1CRM

Prerequisites

A 1CRM account

In order to use 1CRM with Integromat, it is necessary to have a 1CRM account. If you do not have one, you can create a 1CRM account at 1crm.com/free-trial.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting 1CRM to Integromat

To connect your 1CRM account to Integromat you need to enter your 1CRM domain and login credentials to the Create a connection dialog in Integromat.

1. Open any 1CRM module in the Integromat scenario.

2. Click the Add button next to the Connection field.

3. Fill the fields as follows:

Connection Name	Enter the name for your 1CRM connection.
Domain	Enter the URL of your 1CRM account without the https prefix.
Username	Enter the user name for your 1CRM account. E.g. Admin.
Password	Enter the password to your 1CRM account.

4. Click the Continue button to establish the connection to your 1CRM account.

The connection has been established. You can proceed with setting up the module.

Records

New Event

Triggers when a record is created or updated.

Click the Add button to create a new webhook in your 1CRM account.

Webhook name	Enter the name for the webhook. E.g. Account Created.
Connection	Establish a connection to your 1CRM account.
Type	Select whether you want to monitor created, or updated records.
Module	Select the records you want to watch.

Search for Records

Performs a search by defined filter settings.

Connection	Establish a connection to your 1CRM account.
Module	Select the module where you want to search for records.
Fields	Select fields you want to be retrieved by Integromat. If left empty, a limited number of fields will be retrieved.
Filter Text	Enter the search term. Fields involved in search depend on model. Other fields that are available for filtering results are loaded dynamically, depending on the module selected above.
Sort Order	Select a field representing the default sort order, overriding the default order.
Limit	Set the maximum number of records Integromat will return during one execution cycle.

Get a Record

Retrieves data of the specified record.

Connection	Establish a connection to your 1CRM account.
Module	Select the module that contains the record you want to retrieve details about.
Record ID	Enter (map) the ID of the record you want to retrieve details about.

Create a Record

Creates a new record.

Connection	Establish a connection to your 1CRM account.
Module	Select the module that you want to create a record for.

The corresponding fields are loaded dynamically, depending on the selected module.

Update a Record

Updates an existing record.

Connection	Establish a connection to your 1CRM account.
Module	Select the module that you want to create a record for.
Record ID	Enter (map) the ID of the record you want to update.

The corresponding fields are loaded dynamically, depending on the selected module.

Delete a Record

Removes a Record

Connection	Establish a connection to your 1CRM account.
Module	Select the module you want to remove the record from.
Record ID	Enter (map) the ID of the record you want to delete.

Other

List Modules

Returns all modules in your account.

Connection	Establish a connection to your 1CRM account.
Limit	Set the maximum number of modules Integromat will return during one execution cycle.

List Fields

Returns all fields of the specified module.

Connection	Establish a connection to your 1CRM account.
Module	Select the module you want to retrieve fields for.
Limit	Set the maximum number of fields Integromat will return during one execution cycle.

Get My Info

Retrieves information about the authenticated user.

Connection

Establish a connection to your 1CRM account.

Upload a File

Uploads a File.

Connection	Establish a connection to your 1CRM account.
Source File	Map the file you want to upload from the previous module (e.g. HTTP > Get a File or Google Drive > Download a File), or enter the file name and file data manually.

Make an API Call

Allows you to perform a custom API call.

Connection	Establish a connection to your 1CRM account.
URL	Enter a path relative to `https://{{YOUR-DOMAIN}}/api.php/`. For example: `/meta/modules/`. For the list of available endpoints, refer to the Section 2.2 Next Generation REST API in 1CRM Developer Guide.
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.

Example of Use - List Modules

The following API call returns all of the modules in your 1CRM account:

URL:
/meta/modules/

Method:
GET

The result can be found in the module's Output under Bundle > Body > list.
In our example, all 81 modules were returned:

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