Connect 2Shakes with other systems to streamline your onboarding workflow. Avoid re-typing, let the data flow securely between systems. It’s simple to set up and easy for you to control using smart API integrations.
- Xero Practice Manager (Workflow Max) – to create new Clients, create contacts and upload sign engagement agreement documents. You can choose to load the client against a Partner, Manager or Client Groups in XPM.
- BASE Customer Relationship Management (CRM) – push the detail of your deal and sales lead contact into 2Shakes to populate an agreement.
- Companies Office (NZBN) – to create organisational account authority to manage a company’s information.
- Common Separated Variable (CSV) file – download client information to a CSV file to extract the data into a spreadsheet.
Contact the team to find out more.