Flexie connector for Okou
Connect Flexie to read and manage contacts, leads, accounts, deals, cases, tasks, notes, reports, and custom entities through its workspace REST API.
Sales & operations · API Key
Use Flexie in Okou
Use the Flexie workspace REST API to inspect and manage CRM records, support cases, tasks, notes, reports, pipelines, and custom entities.
Once connected, supported Flexie 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 Flexie
- Read contacts, contact fields, filters, lists, workflows, and unique-field matches.
- Read leads, lead fields, filters, lists, workflows, owners, and unique-field matches.
- Read accounts, account fields, filters, lists, workflows, and unique-field matches.
- Read deals, deal fields, filters, lists, workflows, pipelines, and stages.
- Read cases, replies, case fields, filters, lists, workflows, and unique-field matches.
- Read tasks, task categories, and task list results.
- Read individual notes.
- Read workspace email records.
How the Flexie connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Flexie
Choose API Key.
- 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 Flexie securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Key
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.
Flexie connector questions
- What can Okou do with Flexie?
- Connect Flexie to read and manage contacts, leads, accounts, deals, cases, tasks, notes, reports, and custom entities through its workspace REST API. Documented actions include: Read contacts, contact fields, filters, lists, workflows, and unique-field matches. Read leads, lead fields, filters, lists, workflows, owners, and unique-field matches.
- How do I connect Flexie to Okou?
- Connect Flexie using API Key. The connection controls which supported actions a workflow can use.
- Can Flexie run in an automated workflow?
- Yes. After it is connected, supported Flexie actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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