Omnium Hub CRM

Manage Omnium Hub CRM (contacts, opportunities, appointments). Use for all CRM-related tasks.

Omnium Hub Skill

This skill allows you to interact with the Omnium Hub CRM.

Prerequisites

To use this skill, you need an Omnium Hub API Key.

• If you do not have an API key, ask the user for it: "Please provide your Omnium Hub API Key to proceed."
• Once provided, use it in the scripts below.

Tools

1. Manage Contacts

Use scripts/omnium_client.py to manage contacts.

Usage:

python3 scripts/omnium_client.py --api-key "YOUR_KEY" contacts --action [lookup|create|update] --email "[e-mail]" [other options]

Actions:

• lookup: Find a contact by email or phone.
• create: Create a new contact.
• update: Update an existing contact.

Examples:

• "Find the contact for [e-mail] in Omnium Hub." -> python3 scripts/omnium_client.py --api-key "..." contacts --action lookup --email "[e-mail]"

• "Add Jane Doe ([e-mail]) to Omnium Hub." -> python3 scripts/omnium_client.py --api-key "..." contacts --action create --first-name "Jane" --last-name "Doe" --email "[e-mail]"

2. Manage Opportunities

Use scripts/omnium_client.py with the opportunities command.

Usage:

python3 scripts/omnium_client.py --api-key "YOUR_KEY" opportunities --action list --pipeline-id "..."

Troubleshooting

• 401 Unauthorized: The API Key is invalid. Ask the user to check their Omnium Hub credentials.
• 404 Not Found: The contact or resource does not exist.