Business App connector for Okou
Connect Business App by Vendasta to read CRM contacts, companies, opportunities, custom objects, associations, field schemas, and sales pipelines.
Sales & operations · OAuth 2.0 Access Token
Use Business App in Okou
Business App CRM API for read-only contacts, companies, opportunities, custom objects, associations, schemas, and pipelines.
Once connected, supported Business App actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Business App
- Read Business App CRM contacts and contact field options.
- Read relationships between Business App CRM records and association field options.
- Read Business App CRM custom-object type definitions.
- Read Business App CRM companies and company field options.
- Read Business App CRM field schemas.
- Read Business App CRM opportunities and opportunity field options.
- Read Business App CRM field-schema customizations.
- Read Business App CRM custom objects, filters, and field options.
How the Business App connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Business App
Choose OAuth 2.0 Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Business App securely
Use the connection method that fits your account and grant only the access the workflow needs.
- OAuth 2.0 Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Business App covers
The topics this connector's published operations touch.
- business app
- crm
- contacts
- companies
- opportunities
- custom objects
Business App connector questions
- What can Okou do with Business App?
- Connect Business App by Vendasta to read CRM contacts, companies, opportunities, custom objects, associations, field schemas, and sales pipelines. Documented actions include: Read Business App CRM contacts and contact field options. Read relationships between Business App CRM records and association field options.
- How do I connect Business App to Okou?
- Connect Business App using OAuth 2.0 Access Token. The connection controls which supported actions a workflow can use.
- Can Business App run in an automated workflow?
- Yes. After it is connected, supported Business App actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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