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 information
• 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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