Summary
The CRM edits happen where the decision does.
Tagging a contact, enrolling them in a course, cancelling a subscription — each is one click sitting behind four screens. Tags are the real lever: assigning one can fire an automation, so the call that labels a contact is also the call that starts a sequence.
What it is
A working connection to a Systeme.io account: the contact list and its custom fields, the tag system that drives automations, course enrolments, and payment subscriptions.
What you get
- Contacts listed and filtered by email, tag, status or date, and read in full
- Contacts created with email, locale and custom fields, updated, or deleted
- Tags listed with search, created, renamed and deleted
- Tags assigned to and removed from a contact
- The custom contact fields defined on the account
- Courses in your school listed, contacts enrolled with full, partial or dripping access, enrolments listed and removed
- Payment subscriptions for a contact, listed and cancelled
Requirements
Node.js with a clone and npm install, plus a Systeme.io public API key from Profile → Public API keys, set in the client config. The free plan carries the API.