Create a CRM recommendation rule
One step with Showpad. We can help you get access.
Get something done
Create a CRM recommendation rule
with Showpad
Works with AI assistants
Use Showpad: its Showpad CRM API lets you create a CRM recommendation rule in a single step (POST /crm/recommendations/rules). Showpad also has an MCP server, so an AI assistant like Claude or ChatGPT can do it for you. capabilities.work can help you get signed up and connected.
- How do I recommend specific content when a CRM field has a certain value?
- Can I link CRM conditions to asset tags so reps see the right material?
Say it to your AI assistant
- Create a recommendation rule in CRM instance {crmInstanceId} with conditions {conditions} recommending tags {tags}.
- Add a new rule to CRM instance {crmInstanceId}: when {conditions}, suggest assets tagged {tags}.
For your developer
POST /crm/recommendations/rules in Showpad CRM API. Full spec on APIs.io.