Connect to Other Systems

Connect to Other Systems

One of the key features of our platform is the ability to “push” and “pull” data between the platform and other systems and services.

This enables you to build apps and functionality that feature live business data. Examples include jobs, clients, products, projects, and contacts. Access to this data in the field can make all the difference and empower dynamic lines of business functions. 

There are two key ways that you can integrate with other external systems/services: 

  1. Use one of our built-in Connectors and/or Full Integration API
    Connecting to other System
  2. Create your own integration using our fully featured Company API
    Integration API

Connectors

These are essentially “baked in” integrations that allow you to “push out” and “pull in” data between our platform and others.

Pushing Data

You can set up Connectors on forms to “push” data captures on the mobile app. These can do everything from emailing PDFs to updating Google Spreadsheets and sending SMS text messages. See the “connectors” page available on every Form.

Pulling Data

“Pulling” data is achieved by adding a Connector to a data source. This will mean that your data source is refreshed regularly with changes made to the external system’s data rows. You can connect to various services like Google Drive, OneDrive, GeoOp, and more.

Connections

Depending on the connector you want to use, you may need to set up a Connection first. The connection setup page is under the “Your Account” menu on the secure website. Once on the Connections page, click the “Add Connection” menu on the right-hand side. You can then choose the desired platform or service to connect to. You may need an authorization process to grant our platform access to your external account.

Full Integration API

Using a REST/Hosted GET connector to push/pull data to your web services.

REST-based integration API makes it easy to build mobile apps with a comprehensive set of interfaces that your developers can use to plug into your system.

Company API

Our company integration API allows you to create a completely custom integration that does exactly what you want it to. This opens up many different options that may not be possible using Connectors.

It is available to customers who offer our platform as a service to their clients and let them create, update, and retrieve client accounts.

It is aimed at software developers, and so you will need to ensure you have access to such personnel. We also have a small services team that may be able to assist if you do not have such technical staff available.

You can find complete documentation on our API under the Integration section of our documentation website.

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