Wingmate connector for Okou
Connect Wingmate to read and manage pipeline leads, contacts, campaigns, users, follow-ups, and CRM records.
Sales & operations · Pipeline API token
Use Wingmate in Okou
Wingmate pipeline CRM API for leads, contacts, campaigns, users, actions, comments, reminders, meetings, attachments, and webhook endpoints.
Once connected, supported Wingmate 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 Wingmate
- Read Wingmate API version information.
- Read action requests and their fulfillment details on leads.
- Read attachments associated with leads.
- Read pipeline contracts and progress details.
- Read email conversations associated with leads.
- Read configured Wingmate webhook endpoints.
- Create or update action requests on leads.
- Request a provider upload URL for a new lead attachment; the response can contain a reusable credential.
How the Wingmate connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Wingmate
Choose Pipeline API 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 Wingmate securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Pipeline API 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 Wingmate covers
The topics this connector's published operations touch.
- crm
- pipeline management
- sales
- service
- leads
- contacts
Wingmate connector questions
- What can Okou do with Wingmate?
- Connect Wingmate to read and manage pipeline leads, contacts, campaigns, users, follow-ups, and CRM records. Documented actions include: Read Wingmate API version information. Read action requests and their fulfillment details on leads.
- How do I connect Wingmate to Okou?
- Connect Wingmate using Pipeline API token. The connection controls which supported actions a workflow can use.
- Can Wingmate run in an automated workflow?
- Yes. After it is connected, supported Wingmate actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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