These links may prove helpful as integration points.
Power Tools
Custom Contact Tab
Have buttons, lists of data, instructions, etc… The data within the tab lives on a 3rd party server
http://developers.allclients
Custom ClientTouch Actions
Do something “custom with a group” within ClientTouch
http://developers.allclients
Custom Action Set Actions
Do something “custom individually” within an Action Set
http://developers.allclients
Examples of things other partners have integrated into their White Label CRM:
- Inventory Tracking
- Invoicing and Order History
- Texting & Voice Communication
Need More From our API or Integration Tools?
There can always be room to expand our integration points as the need arises. We are always open to develop more functions to within the API and more points of User Interface customization to make integrations successful.
