How to integrate Caflou

Created by Nicolas Wussler, Modified on Fri, 10 Mar, 2023 at 11:03 AM by Ivana B

Description
Entities
Steps

Description

CAFLOU is fully-loaded, future proof yet light ERP software for small and mid-sized businesses. Say goodbye to human errors and operational inefficiencies by managing your end-to-end business on CAFLOU. Gain visibility of your team's utilisation, improve transparency with clients on their deliverables, manage projects or tasks efficiently. Automate workflows. Keep track of finances and forecast cash flows. Plan your business for success. Join community of 2500+ companies on CAFLOU. Start Free!

Check out Caflou here!

Entities

Source	Target
Send Accounts	Add Companies
Send Users	Add Projects
Send Companies	Add Contacts
Send Contacts	Add Tasks
Send Projects	Add Tasks To Do
Send Tasks	Add Income/Expenses
Send To Do Tasks	Add Timesheets
Send Income/Expenses	Add Invoices
Send Timesheets	Add Payments
Send Invoices	Add Events
Send Payments	Add Time Entries
Send Events
Send Time Entries

Steps

Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar.

Selecting the Caflou integration

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.

Step 3.

You will be prompted for the Username and Password.

Step 4.

Simply type out your Username and Password and click Finish!

Inserting the Email and Password

Caflou 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!