Table of Contents

1CRM

Active
This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below .

1CRM

	Important
Any references to third-party products or services do not constitute Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice. Boost.space does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

Important

Any references to third-party products or services do not constitute Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Boost.space does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

The 1CRM modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. enable you to monitor, search, retrieve, create, update, or delete recordsIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module. in your 1CRM account.

Getting Started with 1CRM

Prerequisites

A 1CRM account

In order to use 1CRM with Boost.space IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., it is necessary to have a 1CRM account. If you do not have one, you can create a 1CRM account at 1crm.com/free-trial.

Note

The modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. dialog fields that are displayed in bold (in the Boost.space Integrator scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., not in this documentation article) are mandatory!

Connecting 1CRM to Boost.space Integrator

To connect your 1CRM account to Boost.space Integrator you need to enter your 1CRM domain and login credentials to the Create a connection dialog in Boost.space Integrator.

Open any 1CRM module in the Boost.space Integrator scenario.
Click the Add button next to the Connection field.

Fill the fields as follows:

Connection name	Enter the name for your 1CRM connection.
Domain	Enter the URL of your 1CRM account without the https prefix.
Username	Enter the userCan use the system on a limited basis based on the rights assigned by the admin. name for your 1CRM account. E.g. AdminA user role in Boost.space with comprehensive system access, including the ability to add, remove, and manage all system levels. Admins can oversee all users, configure system settings, create custom fields, and manage modules and addons. Admin can also access Integrator and manage automations..
Password	Enter the password to your 1CRM account.

Click the Continue button to establish the connection to your 1CRM account.

The connection has been established. You can proceed with setting up the module.

Records

New Event

TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. when a recordIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module. is created or updated.

Click the Add button to create a new webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. in your 1CRM account.

Webhook name	Enter the name for the webhook. E.g. Account Created.
Connection	Establish a connection to your 1CRM account.
Type	Select whether you want to monitor created, or updated records.
Module	Select the records you want to watch.

Search for Records

Performs a search by defined filter settings.

Connection

Establish a connection to your 1CRM account.

Module

Select the module where you want to search for records.

Fields

Select fields you want to be retrieved by Boost.space Integrator. If left empty, a limited number of fields will be retrieved.

Filter text

Enter the search term. Fields involved in search depend on model.

	Note
	Other fields that are available for filtering results are loaded dynamically, depending on the module selected above.

Sort order

Select a field representing the default sort order, overriding the default order.

Limit

Set the maximum number of records Boost.space Integrator will return during one execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default)..

Get a Record

Retrieves data of the specified record.

Connection	Establish a connection to your 1CRM account.
Module	Select the module that contains the record you want to retrieve details about.
Record ID	Enter (map) the ID of the record you want to retrieve details about.

Create a Record

Creates a new record.

Connection	Establish a connection to your 1CRM account.
Module	Select the module that you want to create a record for.

	Note
	The corresponding fields are loaded dynamically, depending on the selected module.

Update a Record

Updates an existing record.

Connection	Establish a connection to your 1CRM account.
Module	Select the module that you want to create a record for.
Record ID	Enter (map) the ID of the record you want to update.

	Note
	The corresponding fields are loaded dynamically, depending on the selected module.

Delete a Record

Removes a Record

Connection	Establish a connection to your 1CRM account.
Module	Select the module you want to remove the record from.
Record ID	Enter (map) the ID of the record you want to delete.

Other

List Modules

Returns all modules in your account.

Connection	Establish a connection to your 1CRM account.
Limit	Set the maximum number of modules Boost.space Integrator will return during one execution cycle.

List Fields

Returns all fields of the specified module.

Connection	Establish a connection to your 1CRM account.
Module	Select the module you want to retrieve fields for.
Limit	Set the maximum number of fields Boost.space Integrator will return during one execution cycle.

Get My Info

Retrieves information about the authenticated user.

Connection

Establish a connection to your 1CRM account.

Upload a File

Uploads a File.

Connection	Establish a connection to your 1CRM account.
Source file	Map the file you want to upload from the previous module (e.g. HTTP > Get a File or Google Drive > Download a File), or enter the file name and file data manually.

Make an API Call

Allows you to perform a custom API call.

Connection

Establish a connection to your 1CRM account.

URL

Enter a path relative to https://{{YOUR-DOMAIN}}/api.php/.For example: /meta/modules/.

	Note
	For the list of available endpoints, refer to the Section 2.2 Next Generation REST API in 1CRM Developer Guide.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don’t have to add authorization headers; we already did that for you.

Query string

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use – List Modules

The following API call returns all of the modules in your 1CRM account:

URL: /meta/modules/

Method: GET

The result can be found in the module’s Output under Bundle > Body > list. In our example, all 81 modules were returned: