Truss connector for Okou
Connect Truss to manage document collection projects, tasks, contacts, entities, users, and drive folders.
Docs & knowledge · API Key
Use Truss in Okou
Truss document collection and workflow API for projects, tasks, contacts, entities, users, drive folders and files, project notes, and text extraction.
Once connected, supported Truss 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 Truss
- List and read Truss projects, including search and lookups.
- Read the firm's project status dropdown.
- List, search, and read Truss contacts.
- List, search, and read Truss entities.
- List and read Truss project tasks.
- Assign contacts to Truss projects.
- List and read Truss users.
- List and read Truss drive folders, including deleted files.
How the Truss connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Truss
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 Truss 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.
Truss connector questions
- What can Okou do with Truss?
- Connect Truss to manage document collection projects, tasks, contacts, entities, users, and drive folders. Documented actions include: List and read Truss projects, including search and lookups. Read the firm's project status dropdown.
- How do I connect Truss to Okou?
- Connect Truss using API Key. The connection controls which supported actions a workflow can use.
- Can Truss run in an automated workflow?
- Yes. After it is connected, supported Truss actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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