Monica CRM

Monica CRM integration on indie.money — manage contacts, activities, calls, notes, and reminders

Written By pvdyck

Last updated About 1 hour ago

Monica CRM

Supported — manage contacts and personal-relationship data in Monica CRM.

NodesMonica CRM
AuthAPI Token via Secure Vault

Credential Setup

When configuring the Monica CRM credential in Secure Vault, provide:

  • Environment — choose Cloud-Hosted or Self-Hosted.
  • Self-Hosted Domain — the base URL of your Monica instance (only when Environment is Self-Hosted), e.g. https://www.mydomain.com.
  • API Token — your Monica CRM personal API token.

Operations

The node works across these resources:

  • Activity — Create, Delete, Get, Get Many, Update
  • Call — Create, Delete, Get, Get Many, Update
  • Contact — Create, Delete, Get, Get Many, Update
  • Contact Field — Create, Delete, Get, Update
  • Contact Tag — Add, Remove
  • Conversation — Create, Delete, Get, Update
  • Conversation Message — Add, Update
  • Journal Entry — Create, Delete, Get, Get Many, Update
  • Note — Create, Delete, Get, Get Many, Update
  • Reminder — Create, Delete, Get, Get Many, Update
  • Tag — Create, Delete, Get, Get Many, Update
  • Task — Create, Delete, Get, Get Many, Update

Compatibility

All operations supported.