TABLE OF CONTENTS
Description
Weclapp is a cloud-based CRM and ERP software for small and medium businesses. It helps users with the management of customers, projects, orders, items, purchasing, warehouse, sales, accounting and invoicing.
Entities
| Source | Target |
| Get Customers | Create Customers |
| Get Articles | Create Article |
| Get Sales Orders | Update Customers |
| Get Sales Invoice | Update Contacts |
| Get Shipments | Create Contacts |
| Get Campaign | Create Leads |
| Get Contacts | Create Time Record |
| Get Leads | Update Time Record |
| Get Suppliers | Create Sales Order |
| Get Users | Update Sales Order |
| Get Warehouses | |
| Get Custom Attributes | |
| Get Time Record | |
| Get Tasks |
The task can be triggered on following events:
• on successful completion of a different task
• API call
Steps
Step 1. Creating a Task
Either while Creating a Task or in the Integrations menu.
Enter the name of the integration in the search bar.
Step 2. Enter Name and Description
Enter the Name of the Integration.
You can optionally also enter a description.
Step 3. Adding Credentials
You will be prompted for the Base URL and API Key.
Step 4. Obtaining the API Token
To obtain the API key, head over to your WeClapp dashboard.
In the upper right corner, click on your profile picture, and then select "My settings" from the drop-down menu, as shown in the picture below:
Scroll down until you reach "API Token". Click on it and then select "Add a new API token" from the drop-down menu, as shown in the picture below:
Name it however you wish, and click on "Save", as shown in the picture below:
To obtain the Base URL, go to your WeClapp dashboard, and copy the text from your address bar along with ".com" portion.
E.G if your domain was ABC123.weclapp.com, you would copy the whole thing.
Paste both API token and the Base URL where you were prompted to by SyncSpider and click on "Finish".
Weclapp is just one of the tools we support!
To check the list of the tools and features we support please click here!
If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :)
We develop integrations based on the requests and up-votes :)
We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!
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