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Use Cases

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Point of Sale (POS)

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Point of Sale (POS)
Search all Files and Folders
With Drive, Folder, and File data
Download Documents
With File data
Upload Documents
With Folder and File 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
With Opportunities, Accounts, and Engagements data
Know what stage an Opportunity is in
With Opportunities, Accounts, and Engagements data
Create & track customer interactions
With Opportunities, Accounts, and Engagements data
Monitor customer health & sentiment
With Opportunities, Accounts, and Engagements data
Add sourced contacts or companies to a CRM
By creating Notes
Create Notes in a CRM
By creating Notes
Assign tasks created in CRM
By creating Tasks
Pull information on prospects/leads
With Accounts, Contacts, Leads, and Opportunities data
Update details to track calls and meetings
By pulling or posting opportunities, accounts, and engagements information
Provide data visualizations based on customer data
By accessing Accounts, Opportunities, and Leads data
Calculate values of opportunities and leads
With Opportunities and Leads data
Read $ Amount from Opportunities to understand financial health of a company
By pulling opportunities data
Update details on opportunities, leads & contacts
By creating and updating Opportunities, Leads, and Contacts
Pull details on opportunities and accounts
With Accounts and Contacts information
Add candidates to your recruiting pipeline
With Candidate data
Manage headcount planning
With Jobs data
Track new hires
With Offer and Candidate data
Track candidates through their entire interview process
With Application, Interviews, Job Interview States, and Notes data
Power rich analytics about your customers’ talent pipeline
With Interviews data
Pull information from multiple ATS providers into a platform / dashboard
With Candidate, Offer, and Jobs data
Pull EEOC demographic data
With Candidate data
Manage employee referrals
With Candidates and Job data
Manage candidates during the recruitment lifecycle
With Candidate, Offer, and Jobs data
Connect different HR platforms
With Employee data
Deprovision employees when they leave a company
With User, Group, and Teams data
Autoprovision user accounts, credit cards, device management, and software licenses
With User, Group, and Teams data
Pull time off (PTO) information
With Time Off and Employee data
Onboard and offboard employees once they’re hired
With Employee data
Construct Org Charts
With Employee and Teams data
Pull salary information
With Employments data
Pull benefit information, employee, and company contributions
With Benefits data
Understand who was paid, when, benefits, deductions, and taxes
With payroll and payroll run data
Track company spend
with Transaction data
Automatically create purchase orders
with Purchase Order data
Receive payments
with payments
Track vendor bills
with Invoices
Transfer money
with Journal Entries
Invoice customers
with Invoice data
Record credit card purchases
With Transaction data
Forecast revenue
with Transaction data
Create dashboards
With Transaction data
Candidates partnership qualifications
with Balance Sheet, Income Statement, and Cash Flow data
Candidate's application for tax credits
with Balance Sheet, Income Statement, and Cash Flow data
Candidate's fitness for a loan
with Balance Sheet, Income Statement, and Cash Flow data
The financial health of a company
with Balance Sheet, Income Statement, and Cash Flow data

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