How to integrate WeClapp

Created by Maja Bradonjic, Modified on Wed, 08 Nov 2023 at 12:18 PM by Maja Bradonjic

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


SourceTarget
Get CustomersCreate Customers
Get ArticlesCreate Article
Get Sales OrdersUpdate Customers
Get Sales Invoice
Update Contacts
Get ShipmentsCreate Contacts
Get CampaignCreate Leads
Get ContactsCreate Time Record
Get LeadsUpdate Time Record
Get SuppliersCreate Sales Order
Get UsersUpdate 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.Select Weclapp Integration


Step 2. Enter Name and Description


Enter the Name of the Integration.

You can optionally also enter a description.Choose a name for the integration

Step 3. Adding Credentials


You will be prompted for the Base URL and API Key.Inserting 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:

 

Selecting My Settings panel inside Weclapp

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:

 

Adding new API Token

 

Name it however you wish, and click on "Save", as shown in the picture below:

 

Inserting the API Token description


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.



Selecting the base URL from the address bar



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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