API

WorkWeb API & Integrated Software Partners

WorkWeb API (Integrations)

WorkWeb invites its customers to ask if they can integrate system X, Y, or Z.  Most of the time, where there is a will there is a way.

We welcome our customers to introduce other systems that are outside of the functional boundaries of WorkWeb that they would like to integrate with.

We have many API’s that are available to our user base that we have built and maintain. 

We have many more connections on the development roadmap.

Select Partners with DevOps teams can work with our team to increase connection and customization control.

Customers that want to link their Website forms to WorkWeb can do that with the API.

Microsoft Office365 Outlook & Exchange Email

WorkWeb can provide Microsoft O365 Licensing if you do not already have a source, billed by WorkWeb.

This integration enhances the utility of the business activities conducted out of the CRM, Ticketing, Projects systems. 

Users that elect to send an email from within the WorkWeb system when working on items related to a company or person can enter key database information, write a note and send a customer or templated email.  Emails sent and received with discrete tags are automatically tracked and attached to the originating location.  For example, a technician can update a Ticket and send an appropriate templated email with update notes to the customer while in the WorkWeb system in the same step as changing key database items; return emails from the customer automatically map to the originating ticket.

Contact lists can be synchronized, and in some cases can lead to the seeding of the CRM when appropriate. 

Throughout the Tasks, Tickets, Project Management systems there are opportunities to schedule an appointment.  Calendar sync is an important feature of a ticketing, dispatch and scheduling systems.

Emails can quickly be tagged from an inbox to a particular Customer that a user would like to save quickly to the Customer record.

If you do not already have a Microsoft O365 Account, WorkWeb can provide you with a storefront to help you set up and link up to WorkWeb.

MailChimp (Email Campaigns)

Customers need a Mailchimp account.  There is a freemium account that works for many companies.  There are also benefits to upgrading the MailChimp account to access analytics and additional systems and values.  Customers need to sign up for MailChimp on their own, independently of WorkWeb.  Customers need to link the systems in WorkWeb.

Users can filter out a group of Contacts from their CRM, bundle them up in a Campaign and ship that list to MailChimp.  Sales & Marketing teams use this integration to quickly populate their Email Marketing Campaigns.

MailChimp has a freemium and premium feature set, either way, WorkWeb customers must set up and maintain their own MailChimp account

SignNow (ESignatures)

Customers need a Business Account with SignNow.  WorkWeb can provide you with a SignNow Enterprise 1000 Document License for $1000 per year billed by WorkWeb.

Customers have access to WorkWeb/SignNow functions as well as maintain access to their documents via SignNow directly.

The Document System allows a user to upload a document and specify a location for an ESignature, send the document, collect ESignature from Contact, receive ESigned Document and trigger WorkWeb WorkFlow Automation to alert the sender of Esigned Document Received. 

Order Documents that are sent from WorkWeb can be sent for ESignature which reduces the friction to signature for the sales and customer service teams. 

WorkWeb customers connect their business SignNow account to WorkWeb and can view their documents at either location.  If you do not already have a SignNow business account, WorkWeb can provide the appropriate license and account information. 

Avalara AvaTax (Sales Tax)

Customers need to sign up directly with Avalara on their own.  Customers link WorkWeb and Avalara.

WorkWeb customers that are also customers of Avalara can link up their Order and Invoicing/Billing systems for real time instant Sales Tax calculations with the AvaTax API Engine.

WorkWeb Quotes can be sent out with estimated Sales Tax and Invoices can be created and settled with real time automatic sales tax details captured and sent for processing.

 

Avalara also provides its customers with Sales Tax codes for their catalog and regional footprint that informs WorkWeb and the AvaTax software systems. 

Avalara also provides its customers with Sales Tax Filings and Management.

Kaseya Remote Management & Monitoring (RMM)

Customers need to sign up directly with Kaseya on their own.  Customers link WorkWeb and Kaseya.

Managed IT Providers (MSP’s), Managed Security Services Providers (MSSP’s), Datacenters, and Internal IT Departments deploy Remote Management and Monitoring (RMM) Software suites to the computer and server end points under their management.  Kaseya RMM is an industry leading RMM software suite.  WorkWeb has key ticketing integrations to provide their ticket triage manager with wider scope. 

The WorkWeb & Kaseya RMM integration helps Ticket Managers stay focused on a primary ticket system, dashboard and unified WorkFlow Automation for maximum efficiency and escalations management.

Kaseya Traverse (Key Data Mapping)

Customers need to sign up directly with Kaseya on their own.  Customers link WorkWeb and Kaseya.

Managed IT Providers (MSP’s), Managed Security Services Providers (MSSP’s), Datacenters, and Internal IT Departments deploy Remote Management and Monitoring (RMM) Software suites to the network devices under their management.  Kaseya Travers is an industry leading RMM software suite.  WorkWeb has key ticketing integrations to provide their ticket triage manager with a wider scope.

The WorkWeb & Kaseya RMM integration helps Ticket Managers stay focused on a primary ticket system, dashboard and unified WorkFlow Automation for maximum efficiency and escalations management.

WorkWeb Service Inventory Module is similar to a Kaseya owned company/software called ITGlue.  The WorkWeb Kaseya Traverse API provides companies with a viable option other than ITGlue.

Ninja Remote Management & Monitoring (RMM)

Customers need to sign up directly with Ninja RMM on their own.  Customers link WorkWeb and Ninja RMM.

Managed IT Providers (MSP’s), Managed Security Services Providers (MSSP’s), Datacenters, and Internal IT Departments deploy Remote Management and Monitoring (RMM) Software suites to the computer and server end points under their management.  Ninja RMM is an industry leading RMM software suite.  WorkWeb has key ticketing integrations to provide their ticket triage manager with a wider scope.

The WorkWeb & Ninja RMM integration helps Ticket Managers stay focused on a primary ticket system, dashboard and unified WorkFlow Automation for maximum efficiency and escalations management.

Auvik (Remote Network Management)

Customers need to sign up directly with Auvik on their own.  Customers link WorkWeb and Auvik.

Managed IT Providers (MSP’s), Managed Security Services Providers (MSSP’s), Datacenters, and Internal IT Departments deploy Remote Management and Monitoring (RMM) Software suites to the network devices under their management.  Ninja RMM is an industry leading RMM software suite.  WorkWeb has key ticketing integrations to provide their ticket triage manager with a wider scope.

The WorkWeb & Ninja RMM integration helps Ticket Managers stay focused on a primary ticket system, dashboard and unified WorkFlow Automation for maximum efficiency and escalations management.

Authorize.net (Digital Payment Gateway)

Customers need to have a relationship with a Merchant Processor.  Authorize.net is a world leading Digital Payment Gateway that nearly all Merchant Processors interact with.  Customers ask their Merchant Processor for an Authorize.net credential, which is then entered into WorkWeb to activate the billing platform for digital payment.  Merchant Processing fees are all an element of the relationship with the customer’s merchant processor.

WorkWeb can provide an introduction to a WorkWeb partnered merchant processor.

WorkWeb customers can contact their existing Merchant Vendor Processor to have an Authorize.Net username and secret key issued that can be entered into the Invoicing/Billing system in WorkWeb.  If you do not have a relationship with a Merchant Processor with Authorize.net access, WorkWeb can provide an appropriate introduction.

Pre-Authorized Credit Card & ACH digital payments can be triggered for processing via the Authorize.net digital payment gateway.

Invoices that are sent for customer manual payment can click on the “Pay Now” button on the email with invoice, enter their payment details in a safe, secure and industry leading digital payment system.

Quickbooks Online (Accounting)

Customers need to sign up directly with Intuit Quickbooks Online.  Customers link WorkWeb and Quickbooks Online.

WorkWeb Invoicing and Billing system has an overlap with Quickbooks, specifically WorkWeb creates new invoices and in some cases automatically triggers payment capture.  The WorkWeb Quickbooks Online integration passes new invoice details and their status to Quickbooks, and keeps the status of invoices synced between systems.

Quickbooks Desktop (Accounting)

Included in the General Ledger Connector Module

WorkWeb has a General Ledger Connector and API that offers options to each client for the best approach for them to translate financial information system to system. 

WorkWeb can export and import Quickbooks Flat Files

Sage Peachtree (Accounting)

Included in the General Ledger Connector Module

WorkWeb has a General Ledger Connector and API that offers options to each client for the best approach for them to translate financial information system to system. 

WorkWeb can export and import Sage Peachtree Flat Files

Future Integrated Software Partners

WorkWeb has many Partner Integrations on the roadmap. 

WorkWeb invites its customers to inquire about API integration.

WorkWeb invites other technology companies to contact us if they want to integrate.