Create a Rootr CRM node
rootr_crm_createCreate a CRM node in a Rootr workspace with multi-pipeline deals, contacts, companies, and activities. Optionally define custom pipelines and fields for tailored sales tracking.
Instructions
Create a new CRM node in a Rootr (루터) workspace — companies, contacts, multi-pipeline deals (kanban), activities and tasks all live inside it. Optionally seed custom pipelines (name + ordered stages, each with an optional win probability/color) and/or custom company/contact/deal fields; sane defaults are used if omitted. Part of a Rootr (루터) CRM node: a full sales CRM (companies, contacts with lifecycle stages + auto lead-scoring, multi-pipeline deals/kanban, activity timeline, follow-up tasks), auto-linked into the knowledge graph.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| icon | No | Emoji icon for the CRM node | |
| name | No | CRM node name | |
| path | No | Full tree path to create at, e.g. "/sales/crm" | |
| config | No | Free-form CRM config/settings object | |
| fields | No | Custom field definitions for companies/contacts/deals (schema-defined by the CRM feature) | |
| parentId | No | Parent folder/node id to create the CRM under | |
| pipelines | No | Custom deal pipelines with stages; defaults to a single standard sales pipeline if omitted | |
| workspace | No | Workspace id; defaults to ROOTR_WORKSPACE/config if omitted | |
| autoRename | No | Auto-rename on name collision instead of erroring | |
| createParents | No | Create missing parent folders in the path (default true) |