Send a request to CRM Connector
send_requestIntegrations and AI Agents: Use when the person wants something CRM Connector does not offer yet, to ask for it for them, for either product: an integration with a system it does not connect yet (kind integration), or AI Agents set up for their system on their account, which is how every system gets it (kind ai_access: read for AI Analyst, read_write for AI Agent, which also runs automations; get_ai_agents_info explains the difference; add budget when they named one for the one-off setup). For AI Agents the setup is quoted and arranged with them; once it is done the system is enabled for their account and they sign in to it in CRM Connector, where they choose their package. Before calling it, show the person exactly what will be sent and ask them to confirm. Needs no sign in: when the person signed in to CRM Connector their account email is used; otherwise ask for their email and pass it. CRM Connector answers every request by email, usually within one working day. When they prefer a form, the same requests can be made at https://crm-connector.com/platform/request-integration and https://crm-connector.com/platform/ai-access#request.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| kind | Yes | integration for a system to connect, ai_access for AI Agents on a system. | |
| name | No | The person's name, when they gave it. | |
| No | The person's email, so CRM Connector can answer. Leave it out when they are signed in. | ||
| access | No | For AI Agents: read (AI Analyst), or read_write (AI Agent) to also change records. | |
| budget | No | For AI Agents: the budget the person has in mind for the one-off setup, in their own words, when they gave one. | |
| system | Yes | The system the request is about, as the person names it. | |
| company | No | The person's company, when they gave it. | |
| details | No | What the person wants to do, in their own words: what should sync, or what the assistant should do in the system. | |
| connect_with | No | For an integration: the system it should sync with, when the person said so. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| sent | Yes | ||
| message | Yes |