CiviCRM connector for Okou
Connect self-hosted CiviCRM sites to search and manage constituent records, contact details, activities, contributions, events, memberships, groups, tags, notes, and relationships through the official APIv4 REST interface.
Sales & operations · CiviCRM API key
Use CiviCRM in Okou
CiviCRM APIv4 connector for reading and managing contacts, activities, contributions, events, memberships, groups, tags, notes, relationships, and contact details on self-hosted CiviCRM sites.
Once connected, supported CiviCRM actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with CiviCRM
- Read and search CiviCRM contact records, including fields visible to the connected user.
- Create or update CiviCRM contact records.
- Remove contacts from CiviCRM groups.
- Read available CiviCRM API entities, actions, fields, and custom-field metadata.
- Read scheduled and completed CiviCRM activities.
- Create or update CiviCRM activities.
- Remove tag assignments from CiviCRM records.
- Read contact email addresses, phone numbers, and addresses.
How the CiviCRM connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect CiviCRM
Choose CiviCRM API key.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect CiviCRM securely
Use the connection method that fits your account and grant only the access the workflow needs.
- CiviCRM API key
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What CiviCRM covers
The topics this connector's published operations touch.
- civicrm
- civi crm
- nonprofit
- constituent management
- fundraising
- events
CiviCRM connector questions
- What can Okou do with CiviCRM?
- Connect self-hosted CiviCRM sites to search and manage constituent records, contact details, activities, contributions, events, memberships, groups, tags, notes, and relationships through the official APIv4 REST interface. Documented actions include: Read and search CiviCRM contact records, including fields visible to the connected user. Create or update CiviCRM contact records.
- How do I connect CiviCRM to Okou?
- Connect CiviCRM using CiviCRM API key. The connection controls which supported actions a workflow can use.
- Can CiviCRM run in an automated workflow?
- Yes. After it is connected, supported CiviCRM actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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