Integration · CRM & sales

Connect Claude & ChatGPT to RAYNET CRM

Ask your AI which deals are open for a customer, what is planned this week or to log the call you just finished. It can search and update companies, contacts, leads and business cases, read offers and products, and create tasks, meetings and phone call records in RAYNET.

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Try asking

“Which open business cases do we have with Nordic Foods?”
The AI searches business cases by company and lists them with value, phase and probability.
“Move the Nordic Foods deal to the next phase and set probability to 60%.”
It lists the business case phases and updates the deal with the new phase and probability.
“Log a call with Jane Miller at Nordic Foods about the renewal.”
It records a phone call activity with title, owner and time, linked to the company and person.

What your AI can do

Companies and contacts

Search, create and update companies and contact persons, with owner, rating, addresses and contact info.

Leads, deals and offers

Search, create and update leads and business cases, move deals through phases, and read offers and products.

Activities

Create tasks, meetings and phone call records, update tasks, and list activities by owner, date or linked record.

“Create a task to send the offer by Friday.”
It creates a task with title, deadline and priority, owned by the user you name and linked to the deal.
“What meetings do I have this week?”
It lists meetings by owner and date range, with the linked company, person or deal.
“Add a new lead: Acme ApS is interested in our service plan.”
It creates a lead with topic, priority and company name, and you can add contact details and owner.

434 tools for RAYNET CRM

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_business_caseVisible to othersCreate a business case (deal) with `name`, `company` ID, and optional person, phase, estimated value, probability, currency and owner.
create_companyVisible to othersCreate a company with `name`, `role` (e.g. A_SUBSCRIBER), `state` (e.g. B_ACTUAL), `rating` (A/B/C), addresses and owner. Search first to avoid duplicates.
create_company_anonymizeChanges dataCreate a new anonymize for a company. API summary: GDPR anonymize klienta.
create_company_invalidChanges dataCreate a new invalid for a company. API summary: zneplatnění klienta.
create_company_validChanges dataCreate a new valid for a company. API summary: obnovení platnosti klienta.
create_contactDeletesCreate a new contact. Required: technical contacts. Destructive action; may require approval. API summary: upravení technického kontaktu.
create_contact_anonymizeChanges dataCreate a new anonymize for a contact. API summary: GDPR anonymize kontaktní osoby.
create_contact_invalidChanges dataCreate a new invalid for a contact. API summary: zneplatnění kontaktní osoby.
create_contact_validChanges dataCreate a new valid for a contact. API summary: obnovení platnosti kontaktní osoby.
create_diskuzeChanges dataCreate a new diskuze. API summary: seznam příspěvků diskuze.
create_diskuze_postChanges dataCreate a new diskuze. Required: comment. API summary: nový příspěvek do diskuze.
create_document_invalidChanges dataCreate a new invalid for a document. API summary: zneplatnění dokumentu.
create_document_validChanges dataCreate a new valid for a document. API summary: obnovení platnosti dokumentu.
create_gdpr_invalidChanges dataCreate a new invalid for a gdpr. API summary: zneplatnění právního titulu.
create_leadVisible to othersCreate a lead with `topic`, `priority` and optional company name, contact person name, contact info, lead phase and owner.
create_lead_anonymizeChanges dataCreate a new anonymize for a lead. API summary: GDPR anonymize leadu.
create_lead_convertChanges dataCreate a new convert for a lead. API summary: konverze leadu.
create_lead_highlightChanges dataCreate a new highlight for a lead. Required: highlighted. API summary: zvýraznění leadu.
create_meetingVisible to othersCreate a meeting with `title`, `owner`, `priority`, scheduled from/till and optional company, person or business case link.
create_message_recipient_bulk_deleteDeletesCreate a new recipient bulk delete for a message. Destructive action; may require approval. API summary: smazání adresátů hromadného emailu.
create_message_recipient_bulk_updateDeletesCreate a new recipient bulk update for a message. Destructive action; may require approval. API summary: vložení/upravení adresátů hromadného emailu.
create_order_invalidChanges dataCreate a new invalid for a order. API summary: zneplatnění objednávky.
create_order_validChanges dataCreate a new valid for a order. API summary: obnovení platnosti objednávky.
create_order_with_itemsVisible to othersCreate a new order. Required: name, company or business case. Search orders first to avoid duplicates. Has effects visible outside this system. API summary: nová objednávka s produkty.
create_personVisible to othersCreate a contact person with `last_name`, first name, contact info (email, phones), owner and relationship to a company.
create_price_list_company_bulk_addVisible to othersCreate a new company bulk add for a price list. Has effects visible outside this system. API summary: hromadné přiřazení ceníku klientům.
create_price_list_company_bulk_removeVisible to othersCreate a new company bulk remove for a price list. Required: company ids. Has effects visible outside this system. API summary: hromadné odebrání ceníku klientům.
create_price_list_item_bulk_upsertVisible to othersCreate a new item bulk upsert for a price list. Has effects visible outside this system. API summary: hromadné přidání/upravení položek ceníku.
create_product_invalidChanges dataCreate a new invalid for a product. API summary: zneplatnění produktu.
create_product_validChanges dataCreate a new valid for a product. API summary: obnovení platnosti produktu.
create_project_invalidChanges dataCreate a new invalid for a project. API summary: zneplatnění projektu.
create_project_validChanges dataCreate a new valid for a project. API summary: obnovení platnosti projektu.
create_quote_invalidChanges dataCreate a new invalid for a quote. API summary: zneplatnění nabídky.
create_quote_validChanges dataCreate a new valid for a quote. API summary: obnovení platnosti nabídky.
create_quote_with_itemsVisible to othersCreate a new quote. Required: name, company or business case. Search quotes first to avoid duplicates. Has effects visible outside this system. API summary: nová nabídka s produkty.
create_security_level_userChanges dataCreate a new user for a security level. Required: person ids. API summary: hromadné přidání uživatelů do bezpečnostní úrovně.
create_security_level_user_security_level_multi_remove_user_editChanges dataCreate a new user for a security level. Required: person ids. API summary: hromadné odebrání uživatelů z bezpečnostní úrovně.
create_taskVisible to othersCreate a task with `title`, `owner` (the user's person ID), `deadline`, `priority` (MINOR, DEFAULT or CRITICAL) and optional company, person, lead or business case link.
create_ticket_highlightChanges dataCreate a new highlight for a ticket. Required: highlighted. API summary: zvýraznění obchodního případu.
create_ticket_invalidChanges dataCreate a new invalid for a ticket. API summary: zneplatnění OP.
create_ticket_validChanges dataCreate a new valid for a ticket. API summary: obnovení platnosti OP.
create_ticket_with_itemsVisible to othersCreate a new ticket. Required: name or company. Search tickets first to avoid duplicates. Has effects visible outside this system. API summary: nový OP s produkty.
delete_account_security_levelDeletesPermanently delete a security level by security level id. Destructive action; may require approval. API summary: odebrání bezpečností úrovně uživatele.
delete_business_case_classification1DeletesPermanently delete a business case classification1 by business case classification1 id. Destructive action; may require approval. API summary: smazání klasifikace 1 obchodního případu.
delete_business_case_classification2DeletesPermanently delete a business case classification2 by business case classification2 id. Destructive action; may require approval. API summary: smazání klasifikace 2 obchodního případu.
delete_business_case_classification3DeletesPermanently delete a business case classification3 by business case classification3 id. Destructive action; may require approval. API summary: smazání klasifikace 3 obchodního případu.
delete_business_case_phaseDeletesPermanently delete a business case phase by business case phase id. Destructive action; may require approval. API summary: smazání stavu obchodního případu.
delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie leadu.
delete_category_activity_category_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie aktivity.
delete_category_business_case_category_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie obchodního případu.
delete_category_business_case_relationship_category_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie participace obchodního případu.
delete_category_company_category_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie klienta.
delete_category_document_category_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie dokumentu.
delete_category_invoice_category_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie faktur.
delete_category_losing_category_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie prohry.
delete_category_offer_category_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie nabídky.
delete_category_person_category_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie kontaktní osoby.
delete_category_price_list_category_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie ceníku.
delete_category_product_category_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie produktů.
delete_category_project_category_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie projektu.
delete_category_project_relationship_category_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie participace projektu.
delete_category_sales_order_category_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: smazání kategorie objednávky.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: smazání klienta.
delete_company_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: smazání adresy klienta.
delete_company_classification1DeletesPermanently delete a company classification1 by company classification1 id. Destructive action; may require approval. API summary: smazání klasifikace 1 klienta.
delete_company_classification2DeletesPermanently delete a company classification2 by company classification2 id. Destructive action; may require approval. API summary: smazání klasifikace 2 klienta.
delete_company_classification3DeletesPermanently delete a company classification3 by company classification3 id. Destructive action; may require approval. API summary: smazání klasifikace 3 klienta.
delete_company_imagesMoves moneyPermanently delete a image by company id. Financial or irreversible action; may require approval. API summary: smazání loga klienta.
delete_company_relationshipDeletesPermanently delete a relationship by relationship id. Destructive action; may require approval. API summary: smazání propojení na jiného klienta.
delete_company_turnoverDeletesPermanently delete a company turnover by company turnover id. Destructive action; may require approval. API summary: smazání obratu.
delete_configDeletesPermanently delete a config by field name. Destructive action; may require approval. API summary: smazání volitelného pole.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: smazání kontaktní osoby.
delete_contact_imagesMoves moneyPermanently delete a image by person id. Financial or irreversible action; may require approval. API summary: smazání fotky kontaktní osoby.
delete_contact_relationshipDeletesPermanently delete a relationship by relationship id. Destructive action; may require approval. API summary: smazání vztahu.
delete_contact_sourceDeletesPermanently delete a contact source by contact source id. Destructive action; may require approval. API summary: smazání zdroje kontaktu.
delete_currencyDeletesPermanently delete a currency by currency id. Destructive action; may require approval. API summary: smazání měny.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: smazání dokumentu.
delete_document_attachment_deleteDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: smazání přílohy.
delete_employees_numberDeletesPermanently delete a employees number by employees number id. Destructive action; may require approval. API summary: smazání počtu zaměstnanců.
delete_enumDeletesPermanently delete a enum by field name. Destructive action; may require approval. API summary: smazání položky enumerace.
delete_eventDeletesPermanently delete a event by event id. Destructive action; may require approval. API summary: smazání události.
delete_ext_idDeletesPermanently delete a ext id by ext id. Destructive action; may require approval. API summary: odstranění externího identifikátoru.
delete_folderDeletesPermanently delete a folder by folder id. Destructive action; may require approval. API summary: smazání složky.
delete_folder_cascadesMoves moneyPermanently delete a cascade by folder id. Financial or irreversible action; may require approval. API summary: smazání složky kaskádovitě.
delete_gdpr_form_agreementDeletesPermanently delete a gdpr form agreement by gdpr form agreement id. Destructive action; may require approval. API summary: smazání formy souhlasu.
delete_invoice_lightDeletesPermanently delete a invoice light by invoice id. Destructive action; may require approval. API summary: smazání faktury.
delete_languageDeletesPermanently delete a language by language id. Destructive action; may require approval. API summary: smazání jazyku.
delete_leadDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: smazání leadu.
delete_lead_phaseDeletesPermanently delete a lead phase by lead phase id. Destructive action; may require approval. API summary: smazání stavu leadu.
delete_legal_formDeletesPermanently delete a legal form by legal form id. Destructive action; may require approval. API summary: smazání právní formy.
delete_letterDeletesPermanently delete a letter by letter id. Destructive action; may require approval. API summary: smazání dopisu.
delete_marital_statusDeletesPermanently delete a marital status by marital status id. Destructive action; may require approval. API summary: smazání rodinného stavu.
delete_meetingDeletesPermanently delete a meeting by meeting id. Destructive action; may require approval. API summary: smazání schůzky.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: smazání hromadného emailu.
delete_message_recipientDeletesPermanently delete a recipient by recipient id. Destructive action; may require approval. API summary: smazání adresáta hromadného emailu.
delete_notificationDeletesPermanently delete a notification by notification id. Destructive action; may require approval. API summary: smazání notifikace.
delete_offer_statusDeletesPermanently delete a offer status by offer status id. Destructive action; may require approval. API summary: smazání stavu nabídky.
delete_orderDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: smazání objednávky.
delete_order_productDeletesPermanently delete a product by sales order item id. Destructive action; may require approval. API summary: smazání položky objednávky.
delete_order_productsMoves moneyPermanently delete a product by sales order id. Financial or irreversible action; may require approval. API summary: hromadné mazání položek objednávky.
delete_order_syncDeletesPermanently delete a order by sales order id. Destructive action; may require approval. API summary: zrušení synchronizace objednávky s obchodním případem.
delete_pageDeletesPermanently delete a page by page id. Destructive action; may require approval. API summary: smazání příspěvku z diskuze.
delete_payment_termDeletesPermanently delete a payment term by payment term id. Destructive action; may require approval. API summary: smazání platební podmínky.
delete_person_classification1DeletesPermanently delete a person classification1 by person classification1 id. Destructive action; may require approval. API summary: smazání klasifikace 1 kontaktní osoby.
delete_person_classification2DeletesPermanently delete a person classification2 by person classification2 id. Destructive action; may require approval. API summary: smazání klasifikace 2 kontaktní osoby.
delete_person_classification3DeletesPermanently delete a person classification3 by person classification3 id. Destructive action; may require approval. API summary: smazání klasifikace 3 kontaktní osoby.
delete_phone_callDeletesPermanently delete a phone call by phone call id. Destructive action; may require approval. API summary: smazání telefonátu.
delete_price_listDeletesPermanently delete a price list by price list id. Destructive action; may require approval. API summary: smazání ceníku.
delete_price_list_productDeletesPermanently delete a product by price list item id. Destructive action; may require approval. API summary: smazání položky ceníku.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: smazání produktu.
delete_product_imagesMoves moneyPermanently delete a image by product id. Financial or irreversible action; may require approval. API summary: smazání fotky produktu.
delete_product_lineDeletesPermanently delete a product line by product line id. Destructive action; may require approval. API summary: smazání produktové řady.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: smazání projektu.
delete_project_participantDeletesPermanently delete a participant by participant id. Destructive action; may require approval. API summary: smazání participanta z projektu.
delete_project_statusDeletesPermanently delete a project status by project status id. Destructive action; may require approval. API summary: smazání stavu projektu.
delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: smazání nabídky.
delete_quote_productDeletesPermanently delete a product by offer item id. Destructive action; may require approval. API summary: smazání položky nabídky.
delete_quote_productsMoves moneyPermanently delete a product by offer id. Financial or irreversible action; may require approval. API summary: hromadné mazání položek nabídky.
delete_quote_syncDeletesPermanently delete a quote by offer id. Destructive action; may require approval. API summary: zrušení synchronizace nabídky s obchodním případem.
delete_sales_order_statusDeletesPermanently delete a sales order status by sales order status id. Destructive action; may require approval. API summary: smazání stavu objednávky.
delete_security_levelDeletesPermanently delete a security level by security level id. Destructive action; may require approval. API summary: smazání bezpečnostní úrovně.
delete_tagsMoves moneyPermanently delete a tag by entity id. Financial or irreversible action; may require approval. API summary: smazání TAGu z entity.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: smazání oboru činnosti.
delete_task_task_deleteDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: smazání úkolu.
delete_tax_rateDeletesPermanently delete a tax rate by tax rate id. Destructive action; may require approval. API summary: smazání sazby DPH.
delete_tel_typeDeletesPermanently delete a tel type by tel type id. Destructive action; may require approval. API summary: smazání typu telefonu.
delete_territoryDeletesPermanently delete a territory by territory id. Destructive action; may require approval. API summary: smazání obchodního teritoria.
delete_ticketDeletesPermanently delete a ticket by ticket id. Destructive action; may require approval. API summary: smazání OP.
delete_ticket_participantDeletesPermanently delete a participant by participant id. Destructive action; may require approval. API summary: smazání participanta obchodního případu.
delete_ticket_productDeletesPermanently delete a product by business case item id. Destructive action; may require approval. API summary: smazání položky OP.
delete_ticket_productsMoves moneyPermanently delete a product by business case id. Financial or irreversible action; may require approval. API summary: hromadné mazání položek OP.
delete_watcherDeletesPermanently delete a watcher by person id. Destructive action; may require approval. API summary: odebrání sledovače diskuze.
delete_webhookDeletesPermanently delete a webhook by webhook uuid. Destructive action; may require approval. API summary: smazání webhooku.
download_order_pdf_exportDownload the pdf document for a order. API summary: export objednávky do PDF.
download_quote_pdf_exportDownload the pdf document for a quote. API summary: export nabídky do PDF.
download_ticket_pdf_exportDownload the pdf document for a ticket. API summary: export OP do PDF.
export_export_bodiesExport export bodies. API summary: stažení těla exportu.
get_accountGet one account by account id. API summary: detail uživatele.
get_business_caseGet one business case (deal) by `ticket_id`, with value, phase, probability and company.
get_checktokenGet one checktoken by person id. API summary: ověření bezpečnostního tokenu.
get_companyGet one company by `company_id`, with addresses, contacts info, owner, rating and classification.
get_documentGet one document by document id. API summary: detail dokumentu.
get_enumGet one enum by field name. API summary: načtení seznamu položek enumerace.
get_eventGet one event by event id. API summary: detail události.
get_extGet one ext by ext id. API summary: detail klienta dle externího ID.
get_ext_business_case_detail_by_ext_id_getGet one ext by ext id. API summary: detail OP dle externího ID.
get_ext_dms_document_detail_by_ext_id_getGet one ext by ext id. API summary: detail dokumentu dle externího ID.
get_ext_event_detail_by_ext_id_getGet one ext by ext id. API summary: detail události dle externího ID.
get_ext_invoice_light_detail_by_ext_id_getGet one ext by ext id. API summary: detail faktury dle externího ID.
get_ext_lead_detail_by_ext_id_getGet one ext by ext id. API summary: detail leadu dle externího ID.
get_ext_letter_detail_by_ext_id_getGet one ext by ext id. API summary: detail dopisu dle externího ID.
get_ext_meeting_detail_by_ext_id_getGet one ext by ext id. API summary: detail schůzky dle externího ID.
get_ext_offer_detail_by_ext_id_getGet one ext by ext id. API summary: detail nabídky dle externího ID.
get_ext_person_detail_by_ext_id_getGet one ext by ext id. API summary: detail kontaktní osoby dle externího ID.
get_ext_phone_call_detail_by_ext_id_getGet one ext by ext id. API summary: detail telefonátu dle externího ID.
get_ext_price_list_detail_by_ext_id_getGet one ext by ext id. API summary: detail ceníku dle externího ID.
get_ext_product_detail_by_ext_id_getGet one ext by ext id. API summary: detail produktu dle externího ID.
get_ext_project_detail_by_ext_id_getGet one ext by ext id. API summary: detail projektu dle externího ID.
get_ext_sales_order_detail_by_ext_id_getGet one ext by ext id. API summary: detail objednávky dle externího ID.
get_ext_task_detail_by_ext_id_getGet one ext by ext id. API summary: detail úkolu dle externího ID.
get_file_bodyGet one file body by instance name. API summary: stažení těla souboru.
get_file_headerGet one file header by file id. API summary: stažení meta informací o souboru.
get_gdprGet one gdpr by gdpr id. API summary: detail právního titlulu.
get_iconGet one icon by file id. API summary: stažení ikony obrázku.
get_imageGet one image by file id. API summary: stažení obrázku.
get_invoice_lightGet one invoice light by invoice id. API summary: detail faktury.
get_leadGet one lead by `lead_id`.
get_letterGet one letter by letter id. API summary: detail dopisu.
get_meetingGet one meeting by meeting id. API summary: detail schůzky.
get_messageGet one message by message id. API summary: detail hromadného emailu.
get_offerGet one offer (quote) by `quote_id` (the offer ID), with items and totals.
get_orderGet one order by order id. API summary: detail objednávky.
get_personGet one contact person by `contact_id`.
get_phone_callGet one phone call by phone call id. API summary: detail telefonátu.
get_price_listGet one price list by price list id. API summary: detail ceníku.
get_productGet one product by product id. API summary: detail produktu.
get_projectGet one project by project id. API summary: detail projektu.
get_signGet one sign by envelope id. API summary: Získání detailu online podepisování.
get_taskGet one task by `task_id`.
list_activitiesList all activities (tasks, meetings, calls, emails, letters, events) filtered by owner, status, date range, company, person or business case.
list_bearertokensList bearertokens. API summary: vytvoření bearer tokenu.
list_business_case_classification1sList business case classification1s. Optional filters: row access. API summary: seznam klasifikací 1 pro obchodní případ.
list_business_case_classification2sList business case classification2s. Optional filters: row access. API summary: seznam klasifikací 2 pro obchodní případ.
list_business_case_classification3sList business case classification3s. Optional filters: row access. API summary: seznam klasifikací 3 pro obchodní případ.
list_business_case_phasesList business case phases with their IDs, for moving deals through the pipeline.
list_business_case_typesList business case types. Optional filters: row access. API summary: seznam typů obchodního případu.
list_categoriesList categories. Optional filters: row access. API summary: seznam kategorií leadu.
list_categories_activity_category_getList categories. Optional filters: row access. API summary: seznam kategorií aktivit.
list_categories_business_case_category_getList categories. Optional filters: row access. API summary: seznam kategorií obchodního případu.
list_categories_business_case_relationship_category_getList categories. Optional filters: row access. API summary: seznam kategorií participace obchodního případu.
list_categories_company_category_getList categories. Optional filters: row access. API summary: seznam kategorií klienta.
list_categories_document_category_getList categories. Optional filters: row access. API summary: seznam kategorií dokumentu.
list_categories_invoice_category_getList categories. Optional filters: row access. API summary: seznam kategorií faktur.
list_categories_losing_category_getList categories. Optional filters: row access. API summary: seznam kategorií prohry.
list_categories_offer_category_getList categories. Optional filters: row access. API summary: seznam kategorií nabídky.
list_categories_person_category_getList categories. Optional filters: row access. API summary: seznam kategorií kontaktní osoby.
list_categories_price_list_category_getList categories. Optional filters: row access. API summary: seznam kategorií ceníku.
list_categories_product_category_getList categories. Optional filters: row access. API summary: seznam kategorie produktů.
list_categories_project_category_getList categories. Optional filters: row access. API summary: seznam kategorií projektu.
list_categories_project_relationship_category_getList categories. Optional filters: row access. API summary: seznam kategorií participace projektu.
list_categories_sales_order_category_getList categories. Optional filters: row access. API summary: seznam kategorií objednávky.
list_company_classification1sList company classification1s. Optional filters: row access. API summary: seznam klasifikací 1 pro klienta.
list_company_classification2sList company classification2s. Optional filters: row access. API summary: seznam klasifikací 2 pro klienta.
list_company_classification3sList company classification3s. Optional filters: row access. API summary: seznam klasifikací 3 pro klienta.
list_company_price_listsList price lists for a company. API summary: přiřazené ceníky klientovi.
list_company_relationshipsList relationships for a company. API summary: propojení na jiné klienty.
list_company_turnoversList company turnovers. Optional filters: row access. API summary: seznam obratů.
list_configsList configs. API summary: načtení konfigurace.
list_contact_sourcesList contact sources. Optional filters: row access. API summary: seznam zdrojů kontaktu.
list_currenciesList currencies. Optional filters: row access. API summary: seznam měn.
list_custom_buttonsList custom buttons. API summary: načtení konfigurace.
list_employees_numbersList employees numbers. Optional filters: row access. API summary: seznam počtu zaměstnanců.
list_eventsList events. Optional filters: sort column, sort direction, fulltext, title, scheduled from or scheduled till. Results are paginated. API summary: seznam událostí.
list_gdpr_form_agreementsList gdpr form agreements. Optional filters: row access. API summary: seznam forem souhlasu.
list_gdprsList gdprs. Optional filters: sort column, sort direction, company, lead, person or gdpr template. Results are paginated. API summary: seznam právních titulů.
list_infosList infos. API summary: informace o přihlášeném uživateli.
list_invoice_lightsList invoice lights. Optional filters: sort column, sort direction, fulltext, title, code or company. Results are paginated. API summary: seznam faktur.
list_languagesList languages. Optional filters: row access. API summary: seznam jazyků.
list_lead_phasesList lead phases. Optional filters: row access. API summary: seznam stavů leadu.
list_legal_formsList legal forms. Optional filters: row access. API summary: seznam právních forem.
list_lettersList letters. Optional filters: sort column, sort direction, fulltext, title, scheduled from or scheduled till. Results are paginated. API summary: seznam dopisů.
list_marital_statusesList marital statuses. Optional filters: row access. API summary: seznam rodinných stavů.
list_meetingsList meetings, filtered by owner, status, date range or linked company/person/business case.
list_message_recipientsList recipients for a message. Optional filters: sort column, sort direction, fulltext, status or view. Results are paginated. API summary: seznam adresátů hromadného emailu.
list_messagesList messages. Optional filters: sort column, sort direction, fulltext, title, tags or completed. Results are paginated. API summary: seznam hromadných emailů.
list_notificationsList notifications. Optional filters: sort column, sort direction, date, sender, recipient or flag. Results are paginated. API summary: seznam notifikací.
list_offer_statusesList offer statuses. Optional filters: row access. API summary: seznam stavů nabídky.
list_payment_termsList payment terms. Optional filters: row access. API summary: seznam platebních podmínek.
list_person_classification1sList person classification1s. Optional filters: row access. API summary: seznam klasifikací 1 kontaktní osoby.
list_person_classification2sList person classification2s. Optional filters: row access. API summary: seznam klasifikací 2 kontaktní osoby.
list_person_classification3sList person classification3s. Optional filters: row access. API summary: seznam klasifikací 3 kontaktní osoby.
list_phone_callsList phone calls. Optional filters: sort column, sort direction, fulltext, title, scheduled from or scheduled till. Results are paginated. API summary: seznam telefonátů.
list_price_list_companiesList companies for a price list. API summary: klienti s přiřazeným ceníkem.
list_price_list_productsList products for a price list. Optional filters: sort column, sort direction, product id, product code, row info created at or row info updated at. Results are paginated. API summary: seznam položek ceníku.
list_price_listsList price lists. Optional filters: sort column, sort direction, fulltext, code, primary or currency. Results are paginated. API summary: seznam ceníků.
list_product_linesList product lines. Optional filters: row access. API summary: seznam produktových řad.
list_project_participantsList participants for a project. Optional filters: sort column, sort direction, note, company, company name or person. Results are paginated. API summary: seznam participantů projektu.
list_project_statusesList project statuses. Optional filters: row access. API summary: seznam stavů projektu.
list_sales_order_statusesList sales order statuses. Optional filters: row access. API summary: seznam stavů objednávky.
list_tasksList tasks. Optional filters: row access. API summary: seznam oborů činnosti.
list_tax_ratesList tax rates. Optional filters: row access. API summary: seznam sazeb DPH.
list_tel_typesList tel types. Optional filters: row access. API summary: seznam typů telefonu.
list_territoriesList territories. Optional filters: row access. API summary: seznam obchodních teritorií.
list_ticket_participantsList participants for a ticket. Optional filters: sort column, sort direction, note, company, company name or person. Results are paginated. API summary: seznam participantů OP.
list_ticket_phase_changesList phase changes for a ticket. API summary: changelog změn stavů OP.
list_user_accountsList CRM user accounts, to find the person ID to use as `owner` on new records.
list_watchersList watchers. API summary: seznam sledovačů diskuze.
list_webhooksList webhooks. API summary: seznam webhooků.
log_phone_callVisible to othersRecord a phone call activity with `title`, `owner`, `priority`, time and optional company, person or business case link.
search_business_casesSearch business cases (deals) by `fulltext`, name, company, owner, status, phase or dates.
search_companiesSearch companies (accounts) with `fulltext`, name, reg/tax number, owner, state, role or category, with paging (`offset`, `limit`).
search_dmsSearch dms by path, id or name. Use this to find existing dms before creating a new dm. API summary: seznam složek a souborů.
search_gdpr_templatesSearch gdpr templates by sort column, sort direction, name, legal title, row info created at or row info updated at. Use this to find existing gdpr templates before creating a new gdpr template. Results are paginated. API summary: seznam šablon právních titulů.
search_leadsSearch leads by `fulltext`, topic, company name, status, lead phase, owner or date.
search_offersSearch offers (quotes) by `fulltext`, name, company, business case, status or dates.
search_ordersSearch orders by sort column, sort direction, fulltext, code, name or company. Use this to find existing orders before creating a new order. Results are paginated. API summary: seznam objednávek.
search_personsSearch contact persons by `fulltext`, name, email, owner or primary company.
search_productsSearch products in the catalog by `fulltext`, name, code, category or product line.
search_projectsSearch projects by sort column, sort direction, fulltext, code, name or company. Use this to find existing projects before creating a new project. Results are paginated. API summary: seznam projektů.
search_security_levelsSearch security levels by name or locked. Use this to find existing security levels before creating a new security level. Results are paginated. API summary: seznam bezpečnostních úrovní.
search_tasksSearch tasks by `fulltext`, title, owner, status, deadline, completion or linked company/person/business case.
send_extVisible to othersSend a ext (ext id). Has effects visible outside this system. API summary: detail emailu dle externího ID.
send_messageVisible to othersSend a message. Has effects visible outside this system. Results are paginated. API summary: seznam emailů.
send_message_email_detail_getVisible to othersSend a message (message id). Has effects visible outside this system. API summary: detail emailu.
submit_aktivityVisible to othersLock a aktivity (activity id). Has effects visible outside this system. API summary: uzamčení aktivity.
submit_aktivity_unlockVisible to othersUnlock a aktivity (activity id). Has effects visible outside this system. API summary: odemčení aktivity.
submit_companyVisible to othersLock a company (company id). Has effects visible outside this system. API summary: uzamčení klienta.
submit_company_unlockVisible to othersUnlock a company (company id). Has effects visible outside this system. API summary: odemčení klienta.
submit_contactVisible to othersLock a contact (person id). Has effects visible outside this system. API summary: uzamčení kontaktní osoby.
submit_contact_unlockVisible to othersUnlock a contact (person id). Has effects visible outside this system. API summary: odemčení kontaktní osoby.
submit_documentVisible to othersLock a document (document id). Has effects visible outside this system. API summary: uzamčení dokumentu.
submit_document_unlockVisible to othersUnlock a document (document id). Has effects visible outside this system. API summary: odemčení dokumentu.
submit_invoice_lightVisible to othersLock a invoice light (invoice id). Has effects visible outside this system. API summary: uzamčení faktury.
submit_invoice_light_unlockVisible to othersUnlock a invoice light (invoice id). Has effects visible outside this system. API summary: odemčení faktury.
submit_leadVisible to othersLock a lead (lead id). Has effects visible outside this system. API summary: uzamčení leadu.
submit_lead_unlockVisible to othersUnlock a lead (lead id). Has effects visible outside this system. API summary: odemčení leadu.
submit_orderVisible to othersLock a order (sales order id). Has effects visible outside this system. API summary: uzamčení objednávky.
submit_order_syncVisible to othersSync a order (sales order id). Has effects visible outside this system. API summary: synchronizace objednávky s obchodním případem.
submit_order_unlockVisible to othersUnlock a order (sales order id). Has effects visible outside this system. API summary: odemčení objednávky.
submit_price_listVisible to othersLock a price list (price list id). Has effects visible outside this system. API summary: uzamčení ceníku.
submit_price_list_unlockVisible to othersUnlock a price list (price list id). Has effects visible outside this system. API summary: odemčení ceníku.
submit_projectVisible to othersLock a project (project id). Has effects visible outside this system. API summary: uzamčení projektu.
submit_project_unlockVisible to othersUnlock a project (project id). Has effects visible outside this system. API summary: odemčení projektu.
submit_quoteVisible to othersLock a quote (offer id). Has effects visible outside this system. API summary: uzamčení nabídky.
submit_quote_syncVisible to othersSync a quote (offer id). Has effects visible outside this system. API summary: synchronizace nabídky s obchodním případem.
submit_quote_unlockVisible to othersUnlock a quote (offer id). Has effects visible outside this system. API summary: odemčení nabídky.
submit_ticketVisible to othersLock a ticket (business case id). Has effects visible outside this system. API summary: uzamčení OP.
submit_ticket_unlockVisible to othersUnlock a ticket (business case id). Has effects visible outside this system. API summary: odemčení OP.
update_account_security_levelChanges dataUpdate an existing security level identified by security level id. API summary: přidání bezpečností úrovně uživatele.
update_address_contactChanges dataUpdate an existing address identified by address id. API summary: nastavení kontaktní adresy.
update_address_primaryChanges dataUpdate an existing address identified by address id. API summary: nastavení primární adresy.
update_business_caseChanges dataUpdate a business case by `ticket_id` (the business case ID): phase, value, probability, owner, dates or description.
update_business_case_classification1Changes dataUpdate an existing business case classification1 identified by business case classification1 id. API summary: upravení klasifikace 1 pro obchodní případ.
update_business_case_classification1sVisible to othersUpdate an existing business case classification1. Has effects visible outside this system. API summary: založení nové klasifikace 1 pro obchodní případ.
update_business_case_classification2Changes dataUpdate an existing business case classification2 identified by business case classification2 id. API summary: upravení klasifikace 2 pro obchodní případ.
update_business_case_classification2sVisible to othersUpdate an existing business case classification2. Has effects visible outside this system. API summary: založení nové klasifikace 2 pro obchodní případ.
update_business_case_classification3Changes dataUpdate an existing business case classification3 identified by business case classification3 id. API summary: upravení klasifikace 3 pro obchodní případ.
update_business_case_classification3sVisible to othersUpdate an existing business case classification3. Has effects visible outside this system. API summary: založení nové klasifikace 3 pro obchodní případ.
update_business_case_phasesVisible to othersUpdate an existing business case phase. Has effects visible outside this system. API summary: založení nového stavu obchodního případu.
update_categoriesVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie leadu.
update_categories_activity_category_insertVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie aktivity.
update_categories_business_case_category_insertVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie obchodního případu.
update_categories_business_case_relationship_category_insertVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie participace obchodního případu.
update_categories_company_category_insertVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie klienta.
update_categories_document_category_insertVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie dokumentu.
update_categories_invoice_category_insertVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie faktur.
update_categories_losing_category_insertVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie prohry.
update_categories_offer_category_insertVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie nabídky.
update_categories_person_category_insertVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie kontaktní osoby.
update_categories_price_list_category_insertVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie ceníku.
update_categories_product_category_insertVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie produktu.
update_categories_project_category_insertVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie projektu.
update_categories_project_relationship_category_insertVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie participace projektu.
update_categories_sales_order_category_insertVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: založení nové kategorie objednávky.
update_categoryChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie leadu.
update_category_activity_category_editChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie aktivity.
update_category_business_case_category_editChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie obchodního případu.
update_category_business_case_relationship_category_editChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie participace obchodního případu.
update_category_company_category_editChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie klienta.
update_category_document_category_editChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie dokumentu.
update_category_invoice_category_editChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie faktur.
update_category_losing_category_editChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie prohry.
update_category_offer_category_editChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie nabídky.
update_category_person_category_editChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie kontaktní osoby.
update_category_price_list_category_editChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie ceníku.
update_category_product_category_editChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie produktu.
update_category_project_category_editChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie projektu.
update_category_project_relationship_category_editChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie participace projektu.
update_category_sales_order_category_editChanges dataUpdate an existing category identified by category id. API summary: upravení kategorie objednávky.
update_companyChanges dataUpdate a company by `company_id`. Only the fields you pass change.
update_company_addressChanges dataUpdate an existing address identified by address id. API summary: upravení adresy klienta.
update_company_addressesVisible to othersUpdate an existing address identified by company id. Has effects visible outside this system. API summary: přidání adresy ke klientovi.
update_company_classification1Changes dataUpdate an existing company classification1 identified by company classification1 id. API summary: upravení klasifikace 1 pro klienta.
update_company_classification1sVisible to othersUpdate an existing company classification1. Has effects visible outside this system. API summary: založení nové klasifikace 1 pro klienta.
update_company_classification2Changes dataUpdate an existing company classification2 identified by company classification2 id. API summary: upravení klasifikace 2 pro klienta.
update_company_classification2sVisible to othersUpdate an existing company classification2. Has effects visible outside this system. API summary: založení nové klasifikace 2 pro klienta.
update_company_classification3Changes dataUpdate an existing company classification3 identified by company classification3 id. API summary: upravení klasifikace 3 pro klienta.
update_company_classification3sVisible to othersUpdate an existing company classification3. Has effects visible outside this system. API summary: založení nové klasifikace 3 pro klienta.
update_company_mergeChanges dataUpdate an existing merge identified by source company id. API summary: sloučení duplicitního klienta.
update_company_relationshipChanges dataUpdate an existing relationship identified by relationship id. API summary: upravení propojení na jiného klienta.
update_company_relationshipsVisible to othersUpdate an existing relationship identified by company id. Has effects visible outside this system. API summary: přidání propojení na klienta.
update_company_turnoverChanges dataUpdate an existing company turnover identified by company turnover id. API summary: upravení obratu.
update_company_turnoversVisible to othersUpdate an existing company turnover. Has effects visible outside this system. API summary: přidání nového obratu.
update_configChanges dataUpdate an existing config identified by entity name. API summary: nové volitelné pole.
update_config_custom_field_config_editChanges dataUpdate an existing config identified by field name. API summary: upravení volitelného pole.
update_contact_mergeChanges dataUpdate an existing merge identified by source person id. API summary: sloučení duplicitní kontaktní osoby.
update_contact_relationshipChanges dataUpdate an existing relationship identified by relationship id. API summary: upravení vztahu.
update_contact_relationshipsVisible to othersUpdate an existing relationship identified by person id. Has effects visible outside this system. API summary: přidání vztahu.
update_contact_sourceChanges dataUpdate an existing contact source identified by contact source id. API summary: upravení zdroje kontaktu.
update_contact_sourcesVisible to othersUpdate an existing contact source. Has effects visible outside this system. API summary: založení nového zdroje kontaktu.
update_currenciesVisible to othersUpdate an existing currency. Has effects visible outside this system. API summary: založení nové měny.
update_currencyChanges dataUpdate an existing currency identified by currency id. API summary: upravení měny.
update_custom_buttonsVisible to othersUpdate an existing custom button. Has effects visible outside this system. API summary: nové vlastní tlačítko.
update_documentChanges dataUpdate an existing document identified by document id. API summary: upravení dokumentu.
update_document_attachment_insertChanges dataUpdate an existing document identified by entity id. API summary: přidání přílohy.
update_documentsVisible to othersUpdate an existing document. Has effects visible outside this system. API summary: nový dokument.
update_employees_numberChanges dataUpdate an existing employees number identified by employees number id. API summary: upravení počtu zaměstnanců.
update_employees_numbersVisible to othersUpdate an existing employees number. Has effects visible outside this system. API summary: přidání počtu zaměstnanců.
update_enumChanges dataUpdate an existing enum identified by field name. API summary: založení nové položky enumerace.
update_eventChanges dataUpdate an existing event identified by event id. API summary: upravení události.
update_eventsVisible to othersUpdate an existing event. Has effects visible outside this system. API summary: nová událost.
update_ext_idsVisible to othersUpdate an existing ext id identified by entity id. Has effects visible outside this system. API summary: přidání externího identifikátoru.
update_foldersVisible to othersUpdate an existing folder. Has effects visible outside this system. API summary: nová složka.
update_gdprChanges dataUpdate an existing gdpr identified by gdpr id. API summary: upravení právního titulu.
update_gdpr_form_agreementChanges dataUpdate an existing gdpr form agreement identified by gdpr form agreement id. API summary: upravení formy souhlasu.
update_gdpr_form_agreementsVisible to othersUpdate an existing gdpr form agreement. Has effects visible outside this system. API summary: založení nové formy souhlasu.
update_gdprsVisible to othersUpdate an existing gdpr. Has effects visible outside this system. API summary: nový právní titul.
update_invoice_lightChanges dataUpdate an existing invoice light identified by invoice id. API summary: upravení faktury.
update_invoice_lightsVisible to othersUpdate an existing invoice light. Has effects visible outside this system. API summary: nová faktura.
update_languageChanges dataUpdate an existing language identified by language id. API summary: upravení jazyku.
update_languagesVisible to othersUpdate an existing language. Has effects visible outside this system. API summary: založení nového jazyku.
update_leadChanges dataUpdate a lead by `lead_id`: topic, phase, priority, owner or contact details.
update_lead_mergeChanges dataUpdate an existing merge identified by source lead id. API summary: sloučení duplicitního leadu.
update_lead_phasesVisible to othersUpdate an existing lead phase. Has effects visible outside this system. API summary: založení nového stavu leadu.
update_legal_formChanges dataUpdate an existing legal form identified by legal form id. API summary: upravení právní formy.
update_legal_formsVisible to othersUpdate an existing legal form. Has effects visible outside this system. API summary: založení nové právní formy.
update_letterChanges dataUpdate an existing letter identified by letter id. API summary: upravení dopisu.
update_lettersVisible to othersUpdate an existing letter. Has effects visible outside this system. API summary: nový dopis.
update_marital_statusChanges dataUpdate an existing marital status identified by marital status id. API summary: upravení rodinného stavu.
update_marital_statusesVisible to othersUpdate an existing marital status. Has effects visible outside this system. API summary: přidání rodinného stavu.
update_meetingChanges dataUpdate an existing meeting identified by meeting id. API summary: upravení schůzky.
update_messageVisible to othersUpdate an existing message identified by message id. Has effects visible outside this system. API summary: upravení hromadného emailu.
update_message_recipientVisible to othersUpdate an existing recipient identified by recipient id. Has effects visible outside this system. API summary: upravení adresáta hromadného emailu.
update_message_recipientsDeletesUpdate an existing recipient identified by mass email id. Destructive action; may require approval. API summary: přidání adresáta hromadného emailu.
update_messagesDeletesUpdate an existing message. Destructive action; may require approval. API summary: založení nového hromadného emailu.
update_offer_statusesVisible to othersUpdate an existing offer status. Has effects visible outside this system. API summary: založení nového stavu nabídky.
update_orderChanges dataUpdate an existing order identified by order id. API summary: upravení objednávky.
update_order_productChanges dataUpdate an existing product identified by sales order item id. API summary: upravení položky objednávky.
update_order_productsVisible to othersUpdate an existing product identified by sales order id. Has effects visible outside this system. API summary: přidání položek objednávky.
update_ordersVisible to othersUpdate an existing order. Has effects visible outside this system. API summary: nová objednávka.
update_payment_termChanges dataUpdate an existing payment term identified by payment term id. API summary: upravení platební podmínky.
update_payment_termsVisible to othersUpdate an existing payment term. Has effects visible outside this system. API summary: přidání platební podmínky.
update_personChanges dataUpdate a contact person by `contact_id`. Only the fields you pass change.
update_person_classification1Changes dataUpdate an existing person classification1 identified by person classification1 id. API summary: upravení klasifikace 1 pro kontaktní osobu.
update_person_classification1sVisible to othersUpdate an existing person classification1. Has effects visible outside this system. API summary: založení nové klasifikace 1 pro kontaktní osobu.
update_person_classification2Changes dataUpdate an existing person classification2 identified by person classification2 id. API summary: upravení klasifikace 2 pro kontaktní osobu.
update_person_classification2sVisible to othersUpdate an existing person classification2. Has effects visible outside this system. API summary: založení nové klasifikace 2 pro kontaktní osobu.
update_person_classification3Changes dataUpdate an existing person classification3 identified by person classification3 id. API summary: upravení klasifikace 3 pro kontaktní osobu.
update_person_classification3sVisible to othersUpdate an existing person classification3. Has effects visible outside this system. API summary: založení nové klasifikace 3 pro kontaktní osobu.
update_phone_callChanges dataUpdate an existing phone call identified by phone call id. API summary: upravení telefonátu.
update_price_listChanges dataUpdate an existing price list identified by price list id. API summary: upravení ceníku.
update_price_list_productChanges dataUpdate an existing product identified by price list item id. API summary: upravení položky ceníku.
update_price_list_productsVisible to othersUpdate an existing product identified by price list id. Has effects visible outside this system. API summary: přidání položky ceníku.
update_price_listsVisible to othersUpdate an existing price list. Has effects visible outside this system. API summary: nový ceník.
update_productChanges dataUpdate an existing product identified by product id. API summary: upravení produktu.
update_product_lineChanges dataUpdate an existing product line identified by product line id. API summary: upravení produktové řady.
update_product_linesVisible to othersUpdate an existing product line. Has effects visible outside this system. API summary: založení nové produktové řady.
update_productsVisible to othersUpdate an existing product. Has effects visible outside this system. API summary: založení nového produktu.
update_projectChanges dataUpdate an existing project identified by project id. API summary: upravení projektu.
update_project_participantsVisible to othersUpdate an existing participant identified by project id. Has effects visible outside this system. API summary: nový participant projektu.
update_project_statusesVisible to othersUpdate an existing project status. Has effects visible outside this system. API summary: založení nového stavu projektu.
update_projectsVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: nový projekt.
update_quoteChanges dataUpdate an existing quote identified by quote id. API summary: upravení nabídky.
update_quote_productChanges dataUpdate an existing product identified by offer item id. API summary: upravení položky nabídky.
update_quote_productsVisible to othersUpdate an existing product identified by offer id. Has effects visible outside this system. API summary: přidání položek nabídky.
update_quotesVisible to othersUpdate an existing quote. Has effects visible outside this system. API summary: nová nabídka.
update_relationship_primaryChanges dataUpdate an existing relationship identified by relationship id. API summary: nastavení primárního vztahu s klientem.
update_sales_order_statusesVisible to othersUpdate an existing sales order status. Has effects visible outside this system. API summary: založení nového stavu objednávky.
update_security_levelsVisible to othersUpdate an existing security level. Has effects visible outside this system. API summary: nová bezpečnostní úroveň.
update_tagsVisible to othersUpdate an existing tag identified by entity id. Has effects visible outside this system. API summary: přidání TAGu k entitě.
update_taskChanges dataUpdate a task by `task_id`: title, deadline, status, priority, solution, or mark it completed.
update_task_2Changes dataUpdate an existing task identified by task id. API summary: upravení oboru činnosti.
update_tasksVisible to othersUpdate an existing task. Has effects visible outside this system. API summary: založení nového oboru činnosti.
update_tax_ratesVisible to othersUpdate an existing tax rate. Has effects visible outside this system. API summary: založení nové sazby DPH.
update_tel_typeChanges dataUpdate an existing tel type identified by tel type id. API summary: upravení typu telefonu.
update_tel_typesVisible to othersUpdate an existing tel type. Has effects visible outside this system. API summary: založení nového typu telefonu.
update_territoriesVisible to othersUpdate an existing territory. Has effects visible outside this system. API summary: založení nového obchodního teritoria.
update_territoryChanges dataUpdate an existing territory identified by territory id. API summary: upravení obchodního teritoria.
update_ticket_participantChanges dataUpdate an existing participant identified by participant id. API summary: upravení participanta obchodního případu.
update_ticket_participantsVisible to othersUpdate an existing participant identified by business case id. Has effects visible outside this system. API summary: nový participant obchodního případu.
update_ticket_productChanges dataUpdate an existing product identified by business case item id. API summary: upravení položky OP.
update_ticket_productsVisible to othersUpdate an existing product identified by business case id. Has effects visible outside this system. API summary: přidání položek OP.
update_watcherChanges dataUpdate an existing watcher identified by person id. API summary: přidání sledovače diskuze.
update_webhooksMoves moneyUpdate an existing webhook. Financial or irreversible action; may require approval. API summary: nový webhook.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose RAYNET CRM from the app list.
2
Paste your key
Choose your RAYNET server (app.raynetcrm.com, eu.raynetcrm.com, app.raynet.cz or app.raynetcrm.sk) and enter your username (login email), an API key and your instance name. An administrator (PROFESSIONAL plan or higher) opens the menu in the top right corner > Settings, scrolls to API keys, clicks NEW API KEY, selects the user and copies the key.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in RAYNET?

The AI can search and read companies, contact persons, leads, business cases, offers, products, tasks, meetings, activities, users and business case phases. It can create and update companies, contact persons, leads, business cases and tasks, and create meetings and phone call records.

Does the AI see my RAYNET API key?

No. Your RAYNET credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Creating and changing records can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own RAYNET account.

What do I need to fill in to connect RAYNET?

Four things: the RAYNET server your account runs on, the login email of the user the API key belongs to, the API key itself and your instance name, which is the name in the address you log in to. The AI then works with that user's access.