omnium-hub-crm
v1.0.0Manage Omnium Hub CRM (contacts, opportunities, appointments). Use for all CRM-related tasks.
Installation
Omnium Hub Skill
This skill allows you to interact with the Omnium Hub CRM.
Prerequisites
To use this skill, you need an Omnium Hub API Key. - If you do not have an API key, ask the user for it: "Please provide your Omnium Hub API Key to proceed." - Once provided, use it in the scripts below.
Tools
1. Manage Contacts
Use scripts/omnium_client.py to manage contacts.
Usage:
python3 scripts/omnium_client.py --api-key "YOUR_KEY" contacts --action [lookup|create|update] --email "[email protected]" [other options]
Actions:
- lookup: Find a contact by email or phone.
- create: Create a new contact.
- update: Update an existing contact.
Examples:
* "Find the contact for [email protected] in Omnium Hub."
-> python3 scripts/omnium_client.py --api-key "..." contacts --action lookup --email "[email protected]"
- "Add Jane Doe ([email protected]) to Omnium Hub."
->
python3 scripts/omnium_client.py --api-key "..." contacts --action create --first-name "Jane" --last-name "Doe" --email "[email protected]"
2. Manage Opportunities
Use scripts/omnium_client.py with the opportunities command.
Usage:
python3 scripts/omnium_client.py --api-key "YOUR_KEY" opportunities --action list --pipeline-id "..."
Troubleshooting
- 401 Unauthorized: The API Key is invalid. Ask the user to check their Omnium Hub credentials.
- 404 Not Found: The contact or resource does not exist.