Cogmento connector for Okou
Connect Cogmento CRM to read and manage contacts, deals, tasks, products, templates, and account information.
Sales & operations · API Token and Host
Use Cogmento in Okou
Cogmento CRM API for contacts, deals, tasks, products, templates, and account data.
Once connected, supported Cogmento 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 Cogmento
- Read the authenticated Cogmento user profile.
- List Cogmento contacts with optional pagination and filters.
- List Cogmento deals with optional pagination and filters.
- List Cogmento tasks with optional pagination and filters.
- List Cogmento products for use in CRM workflows.
- Read Cogmento account templates and their field definitions.
- Create a Cogmento contact; this changes CRM state and is not allowed by default.
- Create a Cogmento deal; this changes CRM state and is not allowed by default.
How the Cogmento connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Cogmento
Choose API Token and Host.
- 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 Cogmento securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Token and Host
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 Cogmento covers
The topics this connector's published operations touch.
- crm
- customer relationship management
- contacts
- companies
- deals
- tasks
Cogmento connector questions
- What can Okou do with Cogmento?
- Connect Cogmento CRM to read and manage contacts, deals, tasks, products, templates, and account information. Documented actions include: Read the authenticated Cogmento user profile. List Cogmento contacts with optional pagination and filters.
- How do I connect Cogmento to Okou?
- Connect Cogmento using API Token and Host. The connection controls which supported actions a workflow can use.
- Can Cogmento run in an automated workflow?
- Yes. After it is connected, supported Cogmento actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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