Integrations (API)

2Shakes has integrations via API (application programming interface) with:

  • Xero Practice Manager – to create new Clients, create contacts and upload sign engagement agreement documents
  • Workflow Max- to create new Clients, create contacts and upload sign engagement agreement documents
  • Companies Office – to create organisational account authority to manage a companies inforamtion
  • BASE Customer Relationship Management (CRM) – push the detail of your deal and sales lead contact into 2Shakes to populate an agreement.

Contact the team to find out more.

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