Week 3, August 2022
🖇️ New integration of the week: Sage Intacct
We’re incredibly excited to add another integration to our Accounting Unified API with the launch of Sage Intacct — check out more here!
✅ Tasks for CRM
Last week, we announced the addition of our Engagement and Engagement Type models to enable you to read and write data relating to historical interactions with a customer. But now, how do you access any actions or to-do’s related with that customer within the CRM?
As a powerful complement to our engagement models, we are excited to announce the launch of our new Tasks Model to represent any CRM-specific to-do’s.
Through all three models, you’re empowered to construct fully illustrative reports of any activity in a CRM, whether they’re calls, meetings, emails, upcoming plans, or more.
Definitely check out the model in our docs below!
✨ Improvements
- Support for the /change-stage endpoint for Workable and Fountain