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