YetiForce connector for Okou
Connect YetiForce Webservice Standard to discover modules, read and manage CRM records, inspect users, and download files.
Sales & operations · Webservice Standard credentials
Use YetiForce in Okou
Use YetiForce Webservice Standard for CRM module discovery, record reads and writes, related records, custom views, users, history, and file downloads.
Once connected, supported YetiForce 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 YetiForce
- Read the modules and actions available to the connected user.
- Download files from records.
- Move a YetiForce record to the trash.
- Read users and access activity history available to the connected user.
- Read CRM records, custom views, fields, privileges, history, and related modules.
- Create or edit CRM records.
How the YetiForce connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect YetiForce
Choose Webservice Standard credentials.
- 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 YetiForce securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Webservice Standard credentials
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.
YetiForce connector questions
- What can Okou do with YetiForce?
- Connect YetiForce Webservice Standard to discover modules, read and manage CRM records, inspect users, and download files. Documented actions include: Read the modules and actions available to the connected user. Download files from records.
- How do I connect YetiForce to Okou?
- Connect YetiForce using Webservice Standard credentials. The connection controls which supported actions a workflow can use.
- Can YetiForce run in an automated workflow?
- Yes. After it is connected, supported YetiForce actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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