Symptom / Need

You need to integrate Wolkvox with your CRM and know which APIs are available to perform automatic processes.

Context / Scenarios

Wolkvox offers a variety of APIs that allow you to automate processes in the CRM, such as retrieving, inserting, updating or deleting records, both individually and in bulk.

Answer (Solution/Recommendation)

List of APIs available for CRM

Case management

• Insert cases
• See cases
• Update cases
• Insert cases with attachments
• Updating cases and their attachments

Records management

• Insert records
• Insert record with attached files
• Consult records
• Query records by date
• Update records
• Insert multiple records
• Update multiple records
• Delete records

Management of obligations

• Insert obligation
• Check obligation
• Update obligation

Management of procedures and notes

• Insert management
• Consult management
• Check grade history

Reports and authentication

• Token information

Activity management

• Insert activity of type call
• Insert meeting type activity
• Insert task type activity

Additional configuration

• Types of fields

Conclusion

Wolkvox APIs facilitate integration with your CRM, allowing you to automate multiple processes and optimize data management.