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Operate As

Integration

Unify

Buyer signals and outbound sales plays. Your client pastes their Unify key once, and your agent or your code works with their access.

CRM and sales

About Unify

Through Operate As, your agent, n8n workflow or code works in Unify with your client's own access. Your client pastes their API key from Unify once. We store it encrypted, so it never sits in an email or a shared doc. It comes with 21 ready-made tools for Unify's API, and the request tool reaches any endpoint they don't cover.

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

Unify

Unify · CRM and sales

API key

Buyer signals and outbound sales plays

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

Tested against Unify's live API.

Tools

Every tool your agent gets for Unify. Select one to see its inputs and an example call.

  • Loading every tool…

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

Open the Unify docs

Any other endpoint

The request tool calls any Unify endpoint the tools above don't cover, with the client's access attached.

Base URL for request

https://api.unifygtm.com/data/v1

  • request

    HTTPS ANY /v1/clients/{clientId}/unify/{path}

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

    servicestringrequired
    This service: unify
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.unifygtm.com/data/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 Unify key you paste, with only the access you gave that key

Related

More in CRM and sales

Browse every service

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.

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