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awork-io / awork

The awork Github repo supports you with awork integration and api questions. Here you can find links to further documentation, a FAQ with the most frequently asked questions and great code examples to get started even faster.
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Integration of SevDesk Contacts into Awork #165

Open einfachnezzi opened 10 months ago

einfachnezzi commented 10 months ago

What is your question?

Hello Awork Development Team,

We have recently acquired Awork for our project management needs and are in the process of integrating it into our workflows. As we use SevDesk for our accounting and customer management, we aim to seamlessly integrate our SevDesk contacts into Awork to streamline our processes and enhance collaboration among our teams.

We have successfully connected Awork with SevDesk but are facing challenges in directly integrating contacts from SevDesk into Awork. Our goal is to achieve smooth synchronization between the two systems, ensuring that any changes to contact information in SevDesk are automatically updated in Awork.

Could you please assist us with the following:

Is there an existing solution or plugin that we can utilize for this integration? If not, could you provide guidance or pointers on how we could use Awork's API to develop such an integration ourselves? Are there specific authentication or configuration steps we need to be aware of to ensure a secure connection between SevDesk and Awork? We would greatly appreciate any support or advice you can offer to help us successfully implement this integration.

Thank you in advance for your assistance and support.

Best regards, Vanessa (team Gutermuth)

Do you have a trace id of the call?

no

sebastianrosch commented 10 months ago

Hi @einfachnezzi,

other than our SevDesk integration I am not aware of any other solution or plugin to synchronize with SevDesk.

To use awork's API for this purpose, you have several options

  1. You could try sending clients to awork from SevDesk using Zapier, which is a low-code tool to automate and connect tools. awork has a Zapier app that allows you to create clients. It has some limitations around contact information, for which you could use the API Request action of the awork Zapier app, which requires a little understanding of how APIs work.

  2. You could implement a direct integration via API, which requires some coding skills and API knowledge. For such a sync, the easiest way to authenticate is via API Keys . Our API endpoint documentation can be found here: https://openapi.awork.com/ You are likely looking for GET, POST and PUT of the /companies section (which is what clients are called in our API).

Let me know if you have any more questions.