Search Knowledge Base by Keyword
External System Integrations
One of the key features of our platform is the ability to “push” and “pull” data between the platform and other systems and services.
This enables you to build apps and functionality that feature live business data. Examples of this can be jobs, clients, products, projects, and contacts. Having access to this data in the field can make all the difference and empowers dynamic line of business functions.
There are two key ways that you can integrate with other external systems/services:
- Use one of our built-in Connectors and/or Full Integration API
Connecting to other Systems
- Create your own integration using our fully featured Company API
These are essentially “baked in” integrations that allow you to “push out” and pull in” data between our platform and others.
- Pushing Data
To “push” data that has been captured on the mobile app, you can setup Connectors on form screens. These can do everything from emailing PDFs, updating Google Spreadsheets all the way through to sending SMS text messages. See the “connectors” page available on every Form screen.
- Pulling Data
“Pulling” data is achieved by adding a Connector to a data source. This will mean that your data source is refreshed regularly with changes made on the external system’s data rows. You can connect to a variety of services such as Google Drive, One Drive, GeoOp and more.
Depending on the connector you want to use, you may need to set up a Connection first. The connection setup page is found under the “Your Account” menu in the secure website. Once on the Connections page, click on the “Add Connection” menu on the right-hand side. You can then choose the desired platform or service that you want to connect to. You may need to go through an authorisation process to grant our platform access to your external account.
Full Integration API
Using a REST/Hosted GET connector to push/pull data to your web services.
REST-based integration API makes it easy to build mobile apps. With a comprehensive set of interfaces that your developers can use to plug into your system.
Our company integration API allows you to put together a completely custom integration that does exactly what you want it to do. This opens up many different options that may not be possible using Connectors.
Available to customers who offer our platform as a service to their clients and lets you create, update and retrieve client accounts.
Aimed at software developers and so you will need to ensure you have access to such personnel. We also have a small services team that may be able to assist if you do not have such technical staff available.
You can find full documentation on our API under the Integration section of our documentation website.