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Supported ticketing platforms

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Use cases

Read and write financial data

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Project management

Search and select specific files to share

  • File data

Search across all documents

  • Drive
  • Folder
  • File data

Download documents

  • Folder
  • File data

Upload and organize documents

  • File
  • Folder data

Update existing tickets and fields

  • PATCH Tickets

Create new to-dos directly from your app

  • POST Tickets

Visualize and analyze the status of projects and teams

  • GET Tickets from Asana and Jira

Add Closed Won customers to a customer success tracker

  • Opportunities
  • Accounts
  • Engagements data

Know what stage an opportunity is in

  • Opportunities
  • Accounts
  • Engagements data

Create & track customer interactions

  • Opportunities
  • Accounts
  • Engagements data

Monitor customer health & sentiment

  • Opportunities
  • Accounts
  • Engagements data

Add sourced contacts or companies to a CRM

  • creating Notes

Create notes in a CRM

  • creating Notes

Assign tasks created in CRM

  • creating Tasks

Pull information on prospects/leads

  • Accounts
  • Contacts
  • Leads
  • Opportunities data

Update details to track calls and meetings

  • Pulling or posting Opportunities
  • Accounts
  • Engagements information

Provide data visualizations based on customer data

  • Accessing Accounts
  • Opportunities
  • Leads data

Calculate values of opportunities and leads

  • Opportunities
  • Leads data

Read $ Amount from Opportunities to understand financial health of a company

  • Pulling Opportunities data

Update details on opportunities, leads & contacts

  • Creating and updating Opportunities
  • Leads
  • Contacts

Pull details on opportunities and accounts

  • Accounts
  • Contacts information

Add candidates to your recruiting pipeline

  • Candidate data

Manage headcount planning

  • Jobs data

Track new hires

  • Offer
  • Candidate data

Track candidates through their entire interview process

  • Application
  • Interviews
  • Job Interview States
  • Notes data

Power rich analytics about your customers’ talent pipeline

  • Interviews data

Pull information from multiple ATS providers into a platform / dashboard

  • Candidate
  • Offer
  • Jobs data

Pull EEOC demographic data

  • Candidate data

Manage employee referrals

  • Candidates
  • Job data

Manage candidates during the recruitment lifecycle

  • Candidate
  • Offer
  • Jobs data

Connect different HR platforms

  • Employee data

Deprovision employees when they leave a company

  • User
  • Group
  • Teams data

Autoprovision user accounts, credit cards, device management, and software licenses

  • User
  • Group
  • Teams data

Pull time off (PTO) information

  • Time Off
  • Employee data

Onboard and offboard employees once they’re hired

  • Employee data

Construct org charts

  • Employee
  • Teams data

Pull salary information

  • Employments data

Pull benefit information, employee, and company contributions

  • Benefits data

Understand who was paid, when, benefits, deductions, and taxes

  • Payroll
  • Payroll Run data

Track company spend

  • Transaction data

Automatically create purchase orders

  • Purchase Order data

Receive payments

  • Payments

Track vendor bills

  • Invoices

Transfer money

  • Journal Entries

Invoice customers

  • Invoice data

Record credit card purchases

  • Transaction data

Forecast revenue

  • Transaction data

Create dashboards

  • Transaction data

Candidates partnership qualifications

  • Balance Sheet
  • Income Statement
  • Cash Flow data

Candidate's application for tax credits

  • Balance Sheet
  • Income Statement
  • Cash Flow data

Candidate's fitness for a loan

  • Balance Sheet
  • Income Statement
  • Cash Flow data

The financial health of a company

  • Balance Sheet
  • Income Statement
  • Cash Flow data
Ticketing

How Avenue took dozens of project management integrations to market within days

HRIS
Ticketing

How Drata increases customer value and spends 80% less time managing integrations

Accounts

The Account object is used to represent the account that a ticket is associated with. The account is a company that may be a customer. This does not represent the company that is receiving the ticket.

Accounts
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Attachments

The Attachment object is used to represent an attachment for a ticket.

Attachments
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Collections

The Collection object is used to represent one or more Tickets. There can be a hierarchy of Collections, in which a sub-collection belongs to a parent-collection.

Collections
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Comments

The Comment object is used to represent a comment on a ticket.

Comments
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Contacts

The Contact object is used to represent the customer, lead, or external user that a ticket is associated with.

Contacts
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Projects

Please use the Collection model. This model will be fully deprecated on 3/30/2024.

Projects
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Roles

The Role object is used to represent the set of actions & access that a user with this role is allowed to perform.

Roles
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Tags

The Tag object is used to represent a tag or label for a ticket.

Tags
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Teams

The Team object is used to represent one or more Users within the company receiving the ticket.

Teams
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The leading API for ticketing data

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Legacy APIs have painful quirks: Merge doesn’t.

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