Kommo

Adds a new company record to Kommo with name, address, and custom fields so every deal has a full account context from day one.

Edits an existing Kommo company record to keep fields like phone, address, or custom attributes current as account details change.

Adds a new individual contact to Kommo, including name, email, phone, and linked company, so every person in a deal has a deduplicated profile.

Modifies an existing Kommo contact's fields such as job title, phone number, or lifecycle stage to reflect the latest relationship data.

Opens a new sales lead (deal) in a Kommo pipeline stage with a name, value, and responsible user already set.

Simultaneously creates a Kommo lead and a linked contact in a single operation, avoiding the two-step pattern when both objects are new.

Modifies a Kommo lead's stage, value, responsible user, or custom fields to keep the pipeline accurate as deals progress.

Associates two Kommo objects (e.g. a lead and a contact, or a contact and a company) by creating a link record between them.

Appends a timestamped text note to a Kommo lead, contact, or company so any context, summary, or flag is logged against the right record.

Edits the body of an existing Kommo note, useful when an automated summary needs a correction or a follow-up line appended.

Creates a follow-up task on a Kommo lead, contact, or company with a due date and responsible user so the next step never slips through the cracks.

Modifies a Kommo task's due date, status, assignee, or description as the follow-up plan changes.

Searches Kommo for an existing company by name or custom field and returns the full record so downstream steps work with real IDs.

Looks up a Kommo contact by email, phone, or name and returns the record with its linked leads and company for context-aware decisions.

Retrieves an existing Kommo lead by name, status, or linked contact so downstream actions operate on the right deal record.

Retrieves all objects linked to a Kommo entity (lead, contact, or company), such as all contacts on a deal or all companies linked to a contact.

Searches the notes on a Kommo entity by keyword or date range and returns matching entries so agents can surface historical context.

Retrieves open or completed tasks on a Kommo entity so agents can check whether a follow-up already exists before creating a duplicate.

Returns the matching Kommo company if it exists; creates it if it doesn't — a single idempotent step that prevents duplicates without branching logic.

Looks up a Kommo contact by email or phone and creates one if none is found, ensuring every person enters the CRM exactly once.

Returns an existing Kommo lead matching the search criteria or opens a new one, making pipeline entry idempotent even when the same signal fires multiple times.

Returns the most recent matching note on a Kommo entity or creates a new one, preventing redundant timeline clutter when an automation runs repeatedly.

Returns an open matching task on a Kommo entity or creates one if none exists, preventing duplicate follow-up tasks when a trigger fires more than once.

Fires the moment a company record is created in Kommo, letting agents act on new accounts before any rep has even opened the CRM.

Fires when a fresh contact record is added to Kommo, enabling instant enrichment, routing, or outreach sequencing without waiting for a rep to notice.

Fires the instant a sales lead (deal) is opened in Kommo, so agents can qualify, assign, or enrich the opportunity without delay.

Fires when a task is created on any Kommo entity, enabling agents to sync follow-ups, assign reminders, or log task creation to external tools instantly.

Fires when a task is removed from Kommo, allowing agents to clean up mirrored records in other tools or alert a manager if a critical follow-up was erased.

Fires whenever a Kommo lead is reassigned to a different responsible user, so handoff notifications and data hygiene happen automatically.

Fires each time a Kommo lead moves to a different pipeline stage, powering stage-specific automations like proposal triggers, win celebrations, or churn alerts.

Fires whenever any field on a Kommo company record changes, letting agents keep external systems in sync without polling.

Fires when any field on a Kommo contact record is modified, enabling immediate sync to outreach tools, enrichment pipelines, or compliance logs.

Fires whenever any field on a Kommo lead is edited, enabling agents to react to deal changes — such as value updates, note additions, or field rewrites — in real time.