Nooks
Sales engagement platform (sequencing, prospecting, AI dialer) — manage prospects, sequences, tasks, calls, and emails.
Three ways to use Nooks
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Nooks.
Complete Task
Mark a task as completed; triggers CRM sync and advances sequence-attached tasks to the next step.
Create Task
Create a one-off task (not associated with a sequence); validated and synced to CRM automatically.
Delete Task
Permanently delete a task; sequence-attached tasks advance the enrollment to the next step before deletion.
Enroll Prospect in Sequence
Enroll a prospect into a sequence, creating a new sequence state.
Finish Sequence State
Mark a sequence enrollment as finished (idempotent).
Get Account
Fetch a single account by ID.
Supported triggers
Start a workflow when something happens in Nooks.
New Prospect in Nooks
Triggers when a new prospect is created in your Nooks workspace.
New Call Logged in Nooks
Triggers when a new call is logged on the Nooks dialer.
Email Sent in Nooks
Triggers when an email is sent from Nooks.
Email Reply Received in Nooks
Triggers when a prospect replies to a Nooks email.
Email Bounced in Nooks
Triggers when a Nooks email bounces.
Email Opened in Nooks
Triggers the first time a prospect opens a Nooks email.
Get started automating Nooks
Ready-to-use workflows
Prompts using Nooks
Weekly Nooks stalled sequence pruning list in Slack
Every Friday afternoon, an agent scores stalled Nooks enrollments against Salesforce activity and posts a per-rep cleanup list to Slack.
End-of-day Nooks dialing digest in Slack
Every weekday at 5pm ET, post a Slack recap of the team's Nooks dials, connects, meetings booked, and a per-rep leaderboard.
Hourly HubSpot to Nooks: enrich phones and auto-enroll new ICP contacts
Every hour, send new ICP-matching HubSpot contacts to Nooks with Apollo-enriched phone numbers and drop them into the right outbound sequence by job title.
Nooks "meeting booked" deal-prep brief to Slack with Gong recording
Every 15 minutes, an agent watches Nooks for newly booked meetings and drops a handoff brief in Slack with the Gong recording and talking points.
Weekly Nooks sequence health snapshot to Google Sheets
Every Monday morning, log each Nooks sequence's enrollments, weekly call volume, and meetings booked to a Google Sheet so RevOps can track performance over time.
