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Use cases
Read and write financial data
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Search and select specific files to share
- File data
Search across all documents
- Drive
- Folder
- File data
Download documents
- Folder
- File data
Upload and organize documents
- File
- Folder data
Update existing tickets and fields
- PATCH Tickets
Create new to-dos directly from your app
- POST Tickets
Visualize and analyze the status of projects and teams
- GET Tickets from Asana and Jira
Add Closed Won customers to a customer success tracker
- Opportunities
- Accounts
- Engagements data
Know what stage an opportunity is in
- Opportunities
- Accounts
- Engagements data
Create & track customer interactions
- Opportunities
- Accounts
- Engagements data
Monitor customer health & sentiment
- Opportunities
- Accounts
- Engagements data
Add sourced contacts or companies to a CRM
- creating Notes
Create notes in a CRM
- creating Notes
Assign tasks created in CRM
- creating Tasks
Pull information on prospects/leads
- Accounts
- Contacts
- Leads
- Opportunities data
Update details to track calls and meetings
- Pulling or posting Opportunities
- Accounts
- Engagements information
Provide data visualizations based on customer data
- Accessing Accounts
- Opportunities
- Leads data
Calculate values of opportunities and leads
- Opportunities
- Leads data
Read $ Amount from Opportunities to understand financial health of a company
- Pulling Opportunities data
Update details on opportunities, leads & contacts
- Creating and updating Opportunities
- Leads
- Contacts
Pull details on opportunities and accounts
- Accounts
- Contacts information
Add candidates to your recruiting pipeline
- Candidate data
Manage headcount planning
- Jobs data
Track new hires
- Offer
- Candidate data
Track candidates through their entire interview process
- Application
- Interviews
- Job Interview States
- Notes data
Power rich analytics about your customers’ talent pipeline
- Interviews data
Pull information from multiple ATS providers into a platform / dashboard
- Candidate
- Offer
- Jobs data
Pull EEOC demographic data
- Candidate data
Manage employee referrals
- Candidates
- Job data
Manage candidates during the recruitment lifecycle
- Candidate
- Offer
- Jobs data
Connect different HR platforms
- Employee data
Deprovision employees when they leave a company
- User
- Group
- Teams data
Autoprovision user accounts, credit cards, device management, and software licenses
- User
- Group
- Teams data
Pull time off (PTO) information
- Time Off
- Employee data
Onboard and offboard employees once they’re hired
- Employee data
Construct org charts
- Employee
- Teams data
Pull salary information
- Employments data
Pull benefit information, employee, and company contributions
- Benefits data
Understand who was paid, when, benefits, deductions, and taxes
- Payroll
- Payroll Run data
Track company spend
- Transaction data
Automatically create purchase orders
- Purchase Order data
Receive payments
- Payments
Track vendor bills
- Invoices
Transfer money
- Journal Entries
Invoice customers
- Invoice data
Record credit card purchases
- Transaction data
Forecast revenue
- Transaction data
Create dashboards
- Transaction data
Candidates partnership qualifications
- Balance Sheet
- Income Statement
- Cash Flow data
Candidate's application for tax credits
- Balance Sheet
- Income Statement
- Cash Flow data
Candidate's fitness for a loan
- Balance Sheet
- Income Statement
- Cash Flow data
The financial health of a company
- Balance Sheet
- Income Statement
- Cash Flow data
Case studies
View all case studies
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