Integration Examples

Prebuilt ActiveCollab Integrations — ActiveCollab offers project management and collaboration solutions. With a complete set of data points available from their API, ActiveCollab users can extend and enhance their usage with the power of GlobalCapture’s automation platform.

• Email Idle Projects List — Projects without any updates for a certain period of time may be considered at risk. Generate an email report of these projects.

Prebuilt ClickSend Integrations — ClickSend offers easy to integrate SMS messaging, among other collaboration tools and formats.

• Send SMS Message — ClickSend supports a simple API for serving SMS messages. With minimal configuration, SMS messages can be triggered from GlobalCapture.

Prebuilt GlobalSearch Integration — Extend your GlobalSearch environment with even greater workflow automation potential. API integrations with GlobalSearch allow for basically limitless flexibility for meeting the needs of specific business process demands.

• Run Search and Email Record Count — There are times when a user needs to known a certain number of documents exists. This is particularly useful in compliance scenarios, for example, when a specific number of validation reports must be filed every month.

Prebuilt Monday.com Integrations — Monday.com is a feature rich work management platform with a broad spectrum use case. Leveraging Monday’s capable API, GlobalCapture can easily perform complete create, read, update, and delete operations within the Monday platform.

• Get Board Items — A GlobalCapture workflow may need knowledge of the items presently in a Monday.com board. With a predetermined board id, request the items list from a board. Load those items into a GlobalCapture table.

Prebuilt Agvance Integrations — Agvance is a fully-integrated ERP system for ag retailers. With a robust API, bi-directional data transactions between Agvance and GlobalCapture are simple and fast.

• Get Vendor List — Creating AP Bills requires previous knowledge of key elements, like Vendors. This workflow pulls a vendor list from Agvance and loads it into a GlobalCapture list for use in the indexing process.
• Get Vehicles List — Post AP Bills may involve notations for vehicle information. Retrieve a vehicle list for reuse in other transactions. It make sense to combine this step with other data sync steps in a single workflow, or at least on a single canvas.

Prebuilt Salesforce Integrations — Salesforce.com is an extremely popular CRM platform that likely needs no introduction, and extends well beyond traditional CRM. Customers may use out of the box, 3rd party, or home ground solutions built on the platform, and GlobalCapture is ready to be your partner in leveraging that data across your business.

• Sync Accounts List — Retrieve a list of accounts from Salesforce, and feed those accounts into a GlobalCapture list.
• Salesforce Accounts to Quickbooks Customers — Read a list of customers from the Salesforce Account object and use the data returned to create Customers in QuickBooks.