WORKetc CRM connector for Okou
Connect WORKetc CRM to inspect contacts, companies, leads, projects, support cases, sales stages, invoices, and calendar data through the official HTTP GET API.
Sales & operations · Account host and WORKetc session token
Use WORKetc CRM in Okou
WORKetc CRM HTTP API for reading contacts, companies, leads, projects, support cases, calendar data, sales metadata, and invoices.
Once connected, supported WORKetc CRM 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 WORKetc CRM
- Read WORKetc people, companies, entities, and contact-directory search results.
- Read WORKetc leads and sales-pipeline records.
- Read WORKetc projects and project relationships.
- Read WORKetc support cases and support metadata.
- Read messages attached to WORKetc support cases.
- Read WORKetc events, event batches, and reminders.
- Read WORKetc sales stages, project stage groups, and priority metadata.
- Read WORKetc invoices, unpaid invoices, and quote results.
How the WORKetc CRM connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect WORKetc CRM
Choose Account host and WORKetc session 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 WORKetc CRM securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Account host and WORKetc session 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 WORKetc CRM covers
The topics this connector's published operations touch.
- crm
- customer relationship management
- contacts
- companies
- leads
- sales pipeline
WORKetc CRM connector questions
- What can Okou do with WORKetc CRM?
- Connect WORKetc CRM to inspect contacts, companies, leads, projects, support cases, sales stages, invoices, and calendar data through the official HTTP GET API. Documented actions include: Read WORKetc people, companies, entities, and contact-directory search results. Read WORKetc leads and sales-pipeline records.
- How do I connect WORKetc CRM to Okou?
- Connect WORKetc CRM using Account host and WORKetc session token. The connection controls which supported actions a workflow can use.
- Can WORKetc CRM run in an automated workflow?
- Yes. After it is connected, supported WORKetc CRM actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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