WP CRM

**Name of app / service**

Jenius (Janek Performance Group)

**Link to developer documentation**

https://www.wp-crm.com/docs/ https://demo.wp-crm.com/

**Is lack of support preventing you from moving forward, or do you have a workaround?**

Yes. We have a client using WP CRM who would like to connect their CRM to Jenius. At present, we do not have a viable workaround because the integration depends on native support within Pipedream.

Jenius is an AI sales coaching and productivity platform that connects to CRM systems to provide contextual coaching, opportunity guidance, account planning, roleplay, workflow automation, and AI-driven recommendations. We already integrate with platforms such as Salesforce and Microsoft Dynamics, and we are looking to provide a comparable experience for WP CRM users.

**Are there specific actions or triggers you'd like to see for this app? Please let us know here or use the Action and Trigger issue templates to open requests for each!**

Yes. This is a fairly standard CRM integration, and we'd ideally like access to the complete CRM object model so Jenius can both retrieve context and automate workflows.

**Objects**

We would like support for reading and writing at least the following objects:

* Accounts / Companies
* Opportunities / Deals
* Contacts
* Activities (tasks, meetings, calls, notes)
* Any custom fields associated with these objects
* Any custom objects and their relationships where available

For Opportunities and Accounts, we'd like access to all available standard and custom fields, including (but not limited to):

* Name
* Description
* Stage
* Pipeline
* Deal size / Amount
* Close date
* Open date / Created date
* Probability
* Owner
* Status
* Products or line items (if applicable)
* Related contacts
* Parent account relationships
* Notes
* Tags
* Custom fields

The goal is for Jenius to have complete business context surrounding an opportunity so it can provide intelligent coaching, planning, and recommendations.

**Read Actions**

* Retrieve Account
* List Accounts
* Retrieve Opportunity
* List Opportunities
* Retrieve Contact
* List Contacts
* Retrieve Activities
* Search across CRM objects
* Retrieve custom object data where supported

**Write Actions**

* Update Account fields
* Update Opportunity fields
* Create and update notes
* Create follow-up tasks
* Create meetings or activities
* Update custom fields
* Create records where appropriate
* Write AI-generated summaries back into CRM records

**Triggers**

Ideally, we'd like both polling and webhook-based triggers where possible.

Examples include:

* Opportunity created
* Opportunity updated
* Opportunity stage changes
* Opportunity closes (won or lost)
* Close date changes
* Deal value changes
* Any field on an Opportunity changes
* Account created
* Account updated
* Contact created
* Contact updated
* Meeting scheduled
* Meeting completed
* Task created
* Task completed
* Note added
* Activity logged
* Custom object updated
* Any supported object updated

Having access to generic "record updated" triggers (with changed field information where available) would be particularly valuable, as Jenius uses these events to launch AI-powered workflows.

Typical examples include:

* A meeting is booked, triggering pre-call preparation.
* A deal moves to a new sales stage, triggering stage-specific coaching.
* A close date passes, triggering deal review recommendations.
* An opportunity amount changes, prompting strategy recommendations.
* A manager updates a key field, triggering coaching or follow-up actions.

Our objective is to make Jenius a context-aware AI layer sitting alongside WP CRM, using CRM data and events to deliver proactive coaching and workflow automation while also writing useful AI-generated outputs back into CRM where appropriate.

Start with the WP CRM developer documentation at https://www.wp-crm.com/docs/ and the Pipedream repository's existing CRM integration patterns. Define the supported objects, read and write actions, and polling or webhook triggers before implementation; done means the agreed WP CRM capabilities work with documented behavior.

Written by the indexing model from the issue text.