Documentation

Industry CRM (beTool Application, Qhare)

Read and write in industry CRMs from a pipeline — beTool Application (records, tables, companies) and Qhare (leads and appointments, Beta).

Industry CRM

Beyond general-purpose CRMs (HubSpot), betool connects to industry CRMs. The same principle everywhere: your credentials (BYO), access scoped to your organization, exactly-once writes performed by nodes.

beTool Application

Connector for the beTool Application CRM: processes, records, tables and companies.

NodeEffect
betool_application_readReads a record, a table, a table's structure, or the organization's companies
betool_application_create_recordCreates a record, exactly-once, then reads it back
betool_application_update_recordModifies an existing record, reading it before and after

Agent tools (read): betool_application.list_processes, betool_application.process_tags (editable fields and their codes), betool_application.datatable, betool_application.datatable_schema, betool_application.get_record, betool_application.list_companies, betool_application.get_company. A single tool writes: betool_application.company_resolve, which looks up a company and only creates it if it does not exist.

Writing records is not entrusted to agents: it goes through the nodes, placed by a designer.

Connection: one API token per organization. A circuit breaker protects your account when the CRM returns a series of errors.

Qhare (Beta)

Beta. The Qhare connector has not yet been proven on a real customer account in production.

Connector for the Qhare CRM (lead management, notably in energy renovation).

NodeEffect
qhare_lead_readFiltered search, details or count of leads
qhare_lead_writeCreates or updates a lead
qhare_appointment_writeCreates or updates an appointment in the schedule

Both write nodes are exactly-once, and an uncertain result is never replayed.

Agent tools (read-only): qhare.search_leads, qhare.get_lead. No tool writes to Qhare. Third-party passwords stored in a record are never returned to the agent.

Connection: your Qhare API key (BYO).