{"id":62361,"plugin_id":"plugin_asdk_app_6abe7767c1748191ae0f43b1fcab1a6b","kind":"skill","collection_source":"plugin_package","comparison_source":"plugin_package","observed_at":"2026-10-27T00:47:44.664Z","digest":"7578b920fd2bc3696f3d4597b3da06557cbee641fbfe6dc857312fcd73195ba0","against":47457,"payload":{"description":"Turn a workflow someone describes into a CRM Connector plan with a prefilled setup link. Use it when a person wants two business systems connected, for example \"when a deal is won in HubSpot, make a draft invoice in QuickBooks Online\" or \"keep my Xero contacts in Pipedrive\".","included_files":[],"name":"set-up-a-sync","skill_md_contents":"---\r\nname: set-up-a-sync\r\ndescription: Turn a workflow someone describes into a CRM Connector plan with a prefilled setup link. Use it when a person wants two business systems connected, for example \"when a deal is won in HubSpot, make a draft invoice in QuickBooks Online\" or \"keep my Xero contacts in Pipedrive\".\r\n---\r\n\r\n# Set up a sync with CRM Connector\r\n\r\nCRM Connector keeps business systems in sync: contacts, invoices, quotes, deals, jobs and appointments travel between systems such as QuickBooks Online, Xero, Jobber, HubSpot, Pipedrive and Salesforce. This skill turns a wish into a plan; the CRM Connector tools hold the facts.\r\n\r\n## Steps\r\n\r\n1. **Know the two systems and what should travel.** If either is unclear, ask one short question, for example \"Which system do the deals start in, and where should the invoices end up?\" Never guess a system.\r\n2. **Check what is possible.** Call `find_sync_options` with both systems. Use what it returns: the record types, the direction (one way, or both ways for the record types it marks), the moments a record can wait for (such as when paid or when accepted) and the filters.\r\n3. **Make the plan.** Call `plan_integration` with:\r\n   - the source system and the target system\r\n   - the record type keys `find_sync_options` returned\r\n   - the trigger, when the person asked for one\r\n   - `direction` `both_ways` when changes made in either system should reach the other; leave it out for one way\r\n4. **Share the link and what happens next.**\r\n   - Share the setup link from the plan as a link.\r\n   - They open it, sign in or create a CRM Connector account, connect both systems and review every choice before anything syncs.\r\n   - Pass on the plan's notes, for example that contacts travel along, that a sync from date is needed, or which record types stay one way when both ways was asked.\r\n\r\n## Spreadsheets (Google Sheets, an Excel or CSV file)\r\n\r\n- A spreadsheet only sends: records go from the sheet into the other system and nothing is written back.\r\n- Call `find_sync_options` with the spreadsheet and the other system, or `how_to_connect` with `other_system`. Its `sheet` part holds our template made for that system. Recommend it first, because its columns match by themselves: share the template download link, name the tabs and the required columns, and pass on the steps for using it.\r\n- With a sheet of their own, they match its columns to the fields of the other system in the setup; pass on the tool's sentence about it.\r\n- For a spreadsheet, `get_field_details` names each field by the column of our template.\r\n\r\n## When something is not offered\r\n\r\n- Say so plainly and share the request an integration link the tool gives.\r\n- When a tool says the other direction is possible, offer that instead.\r\n\r\n## Rules\r\n\r\n- Only describe what the tools return. Never promise a record type, a direction, a trigger or a system the tools did not confirm.\r\n- The tools only read and plan. They do not create, change, pause, resume or delete an integration, and they do not start a sync; say so if asked and point to the CRM Connector app.\r\n- Do not discuss prices, plans, trials or discounts. If a tool says the account has no active plan, pass on its sentence and link exactly as given.\r\n- Never ask for passwords, API keys or tokens. Systems are connected inside the CRM Connector app, never in the conversation.\r\n"},"changes":[{"path":"/skill_md_contents","type":"changed","before":"---\nname: set-up-a-sync\ndescription: Turn a workflow someone describes into a CRM Connector plan with a prefilled setup link. Use it when a person wants two business systems connected, for example \"when a deal is won in HubSpot, make a draft invoice in QuickBooks Online\" or \"keep my Xero contacts in Pipedrive\".\n---\n\n# Set up a sync with CRM Connector\n\nCRM Connector keeps business systems in sync: contacts, invoices, quotes, deals, jobs and appointments travel between systems such as QuickBooks Online, Xero, Jobber, HubSpot, Pipedrive and Salesforce. This skill turns a wish into a plan; the CRM Connector tools hold the facts.\n\n## Steps\n\n1. **Know the two systems and what should travel.** If either is unclear, ask one short question, for example \"Which system do the deals start in, and where should the invoices end up?\" Never guess a system.\n2. **Check what is possible.** Call `find_sync_options` with both systems. Use what it returns: the record types, the direction (one way, or both ways for the record types it marks), the moments a record can wait for (such as when paid or when accepted) and the filters.\n3. **Make the plan.** Call `plan_integration` with:\n   - the source system and the target system\n   - the record type keys `find_sync_options` returned\n   - the trigger, when the person asked for one\n   - `direction` `both_ways` when changes made in either system should reach the other; leave it out for one way\n4. **Share the link and what happens next.**\n   - Share the setup link from the plan as a link.\n   - They open it, sign in or create a CRM Connector account, connect both systems and review every choice before anything syncs.\n   - Pass on the plan's notes, for example that contacts travel along, that a sync from date is needed, or which record types stay one way when both ways was asked.\n\n## When something is not offered\n\n- Say so plainly and share the request an integration link the tool gives.\n- When a tool says the other direction is possible, offer that instead.\n\n## Rules\n\n- Only describe what the tools return. Never promise a record type, a direction, a trigger or a system the tools did not confirm.\n- The tools only read and plan. They do not create, change, pause, resume or delete an integration, and they do not start a sync; say so if asked and point to the CRM Connector app.\n- Do not discuss prices, plans, trials or discounts. If a tool says the account has no active plan, pass on its sentence and link exactly as given.\n- Never ask for passwords, API keys or tokens. Systems are connected inside the CRM Connector app, never in the conversation.\n","after":"---\r\nname: set-up-a-sync\r\ndescription: Turn a workflow someone describes into a CRM Connector plan with a prefilled setup link. Use it when a person wants two business systems connected, for example \"when a deal is won in HubSpot, make a draft invoice in QuickBooks Online\" or \"keep my Xero contacts in Pipedrive\".\r\n---\r\n\r\n# Set up a sync with CRM Connector\r\n\r\nCRM Connector keeps business systems in sync: contacts, invoices, quotes, deals, jobs and appointments travel between systems such as QuickBooks Online, Xero, Jobber, HubSpot, Pipedrive and Salesforce. This skill turns a wish into a plan; the CRM Connector tools hold the facts.\r\n\r\n## Steps\r\n\r\n1. **Know the two systems and what should travel.** If either is unclear, ask one short question, for example \"Which system do the deals start in, and where should the invoices end up?\" Never guess a system.\r\n2. **Check what is possible.** Call `find_sync_options` with both systems. Use what it returns: the record types, the direction (one way, or both ways for the record types it marks), the moments a record can wait for (such as when paid or when accepted) and the filters.\r\n3. **Make the plan.** Call `plan_integration` with:\r\n   - the source system and the target system\r\n   - the record type keys `find_sync_options` returned\r\n   - the trigger, when the person asked for one\r\n   - `direction` `both_ways` when changes made in either system should reach the other; leave it out for one way\r\n4. **Share the link and what happens next.**\r\n   - Share the setup link from the plan as a link.\r\n   - They open it, sign in or create a CRM Connector account, connect both systems and review every choice before anything syncs.\r\n   - Pass on the plan's notes, for example that contacts travel along, that a sync from date is needed, or which record types stay one way when both ways was asked.\r\n\r\n## Spreadsheets (Google Sheets, an Excel or CSV file)\r\n\r\n- A spreadsheet only sends: records go from the sheet into the other system and nothing is written back.\r\n- Call `find_sync_options` with the spreadsheet and the other system, or `how_to_connect` with `other_system`. Its `sheet` part holds our template made for that system. Recommend it first, because its columns match by themselves: share the template download link, name the tabs and the required columns, and pass on the steps for using it.\r\n- With a sheet of their own, they match its columns to the fields of the other system in the setup; pass on the tool's sentence about it.\r\n- For a spreadsheet, `get_field_details` names each field by the column of our template.\r\n\r\n## When something is not offered\r\n\r\n- Say so plainly and share the request an integration link the tool gives.\r\n- When a tool says the other direction is possible, offer that instead.\r\n\r\n## Rules\r\n\r\n- Only describe what the tools return. Never promise a record type, a direction, a trigger or a system the tools did not confirm.\r\n- The tools only read and plan. They do not create, change, pause, resume or delete an integration, and they do not start a sync; say so if asked and point to the CRM Connector app.\r\n- Do not discuss prices, plans, trials or discounts. If a tool says the account has no active plan, pass on its sentence and link exactly as given.\r\n- Never ask for passwords, API keys or tokens. Systems are connected inside the CRM Connector app, never in the conversation.\r\n"}],"summary":"Fields changed: 1. /skill_md_contents.","summary_kind":"deterministic","summary_metadata":{}}