Simplicate connector for Okou
Connect Simplicate to read and manage CRM, projects, sales, invoices, HRM, hours, documents, and workflows.
Sales & operations · API Key and Secret
Use Simplicate in Okou
Use Simplicate for CRM, project, sales, invoice, HRM, hours, document, timeline, and workflow data through its REST API;.
Once connected, supported Simplicate 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 Simplicate
- Read CRM organizations, people, contact persons, documents, and reference data.
- Read employee expenses and cost types.
- Read custom-field groups, models, options, and types.
- Read documents, document types, external documents, and document downloads.
- Read employees, absences, leave, timetables, contracts, documents, and HRM reference data.
- Read hours, approvals, submissions, timesheets, timers, and hour reference data.
- Read invoices, payments, invoice documents, and invoice reference data.
- Compare organizations or people without changing provider records.
How the Simplicate connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Simplicate
Choose API Key and Secret.
- 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 Simplicate securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Key and Secret
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.
Simplicate connector questions
- What can Okou do with Simplicate?
- Connect Simplicate to read and manage CRM, projects, sales, invoices, HRM, hours, documents, and workflows. Documented actions include: Read CRM organizations, people, contact persons, documents, and reference data. Read employee expenses and cost types.
- How do I connect Simplicate to Okou?
- Connect Simplicate using API Key and Secret. The connection controls which supported actions a workflow can use.
- Can Simplicate run in an automated workflow?
- Yes. After it is connected, supported Simplicate actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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