Using Manus Actions and Triggers in CRM Workflows
What Are Manus Actions and Triggers?
Manus is a task-based AI system that enables structured AI workflows directly within your CRM. Each task begins with a prompt, processes AI logic, and returns an output. Tasks can be continued with additional prompts for multi-step execution. The integration allows two-way automation:
- Use CRM workflow actions to create, update, fetch, or delete Manus tasks.
- Trigger CRM workflows automatically when Manus task events occur, such as creation or completion.
This eliminates the need for external middleware and enables fully automated AI-driven processes inside your CRM.
Key Benefits
- Native AI Automation: Manage Manus tasks directly in CRM workflows without third-party tools.
- Instant Triggers: Automatically start workflows when Manus tasks are created or stopped.
- Multi-Step Logic: Continue tasks with follow-up prompts for structured AI workflows.
- End-to-End Visibility: Track task IDs and execution logs within the CRM.
- Scalable Operations: Build repeatable automations for prospecting, research, content creation, and more.
Prerequisites and Permissions
Before using Manus triggers and actions:
- Ensure access to Automation → Workflows in your sub-account.
- Manus steps are premium features and must be enabled at the agency level if required.
- Have a valid Manus subscription, as usage limits depend on your plan.
- Generate an API key from your Manus dashboard.
Connecting Your Manus Account
Connect Manus to your CRM via API authentication:
From Workflow Builder
Go to Automation → Workflows and add any Manus action or trigger. If not connected, click Connect Now and sign in to Manus to approve access. If already connected, fields load instantly.
From Integrations Page
Navigate to Sub-Account settings → Integrations → Manus → Connect.
Getting Your API Key
Go to Manus API Settings, click Create New, copy the generated key, and paste it into the API key field when prompted.
Available Triggers (Manus → CRM)
Manus triggers start workflows automatically based on task events:
- New Task Created: Fires when a new task is created in Manus.
- Task Stopped: Fires when a Manus task is stopped or completed.
Triggers fire instantly and only activate for tasks created through CRM workflows.
Available Actions (CRM → Manus)
Control AI task execution from workflows:
- Create Task
- Get Task
- Update Task
- Fetch Tasks
- Delete Task
- Continue a Task with a Prompt
Each action referencing an existing task requires a stored Task ID.
Best Practice: Store the Task ID
When using the Create Task action, Manus returns a unique Task ID. Store this ID in a custom contact or opportunity field to ensure reliable automation. This is required for actions like Get Task, Continue Task, Update Task, or Delete Task. Without it, downstream steps may fail or reference incorrect tasks.
How to Use Manus in a Workflow
- Go to Automation → Workflows and click + Create Workflow or open an existing one.
- Select a trigger (Manus or other).
- Add a Manus action, such as Create Task.
- Map merge fields like
{{contact.first_name}},{{contact.email}},{{opportunity.name}}, or{{custom_values}}. - Optionally store the returned Task ID in a custom field.
- Add conditions or Wait steps as needed.
- Test and publish the workflow.
Common Use Cases
Proposal Generation
Goal: Auto-generate a proposal when a deal reaches “Proposal Requested” stage.
Trigger: Pipeline Stage Changed → Stage = Proposal Requested.
Steps:
- Create Task in Manus with a prompt to generate a proposal including scope, deliverables, pricing, and timeline.
- Store the Task ID.
- Wait 1–2 minutes.
- Get Task to retrieve the draft.
- Create an internal note in CRM with the draft attached.
- Create a task in an external system (e.g., ClickUp) for review.
- Notify the assigned sales rep.
Lead Research
Goal: Auto-research inbound leads before sales outreach.
Trigger: Form Submitted → Inbound.