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Integration

Tormano CRM

CRM built around QuickBooks, with two-way sync from revenue to collections. Your client pastes their Tormano CRM key once, and your agent or your code works with their access.

CRM and sales

About Tormano CRM

Through Operate As, your agent, n8n workflow or code works in Tormano CRM with your client's own access. Your client pastes their API key from Tormano CRM once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Tormano CRM's API through the request tool, with the client's access attached.

Common uses in CRM and sales

  • Add new leads from forms, emails and calls
  • Move deals along and log activity after each conversation
  • Keep contact records clean and complete

Tormano CRM

Tormano CRM · CRM and sales

API key

CRM built around QuickBooks, with two-way sync from revenue to collections

The client pastes their API key from Tormano CRM's settings. We store it encrypted.

Tested against Tormano CRM's live API.

Building with Tormano CRM? The docs have setup steps and code for every tool.

Open the Tormano CRM docs

Tools

Your agent calls any endpoint of Tormano CRM's API with the request tool, with the client's access attached.

Base URL for request

https://crm.tormano.com/api/v1

  • request

    HTTPS ANY /v1/clients/{clientId}/tormano-crm/{path}

    Any endpoint of Tormano CRM's own API, with the client's access attached.

    servicestringrequired
    This service: tormano-crm
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://crm.tormano.com/api/v1
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Tormano CRM key you paste, with only the access you gave that key

Get started

Send your next client one link

Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.