Integrate Access CRM

Provide your users with in-app integration with Access CRM

Access CRM connector

Access CRM

Access helps customers transform the way their business software is used, giving every employee the freedom to do more of what’s important.

Access CRM Connector Methods

Contact Consultant Users

Feature Description Type
Get Contact Consultant User By Contact ID Retrieves a contact consultant user by contact ID. Action
List Contact Consultant Users Retrieves all contact consultant users. Action

Clients

Feature Description Type
Get Client By ID Retrieves the client specified by ID. Action
List New Clients Retrieves clients created since the last time this action was executed. Action
List New and Updated Clients Retrieves clients that have been created or updated since the last time this action was executed. Action
List Clients Retrieves all clients. Action

Contact Attributes

Feature Description Type
List Contact Attributes By Contact ID Retrieves all contact attributes for the specified contact. Action
List Contact Attributes Retrieves all contact attributes. Action

People

Feature Description Type
Get Person By ID Retrieves the person specified by ID. Action

Applicants

Feature Description Type
List Applicants Retrieves all applicants. Action
Get Applicant By Email Address Retrieves the applicant specified by primary email address. Action
List New Applicants Retrieves applicants created since the last time this action was executed. Action
Get Applicant By ID Retrieves the applicant specified by ID. Action
List Updated Applicants Retrieves applicants updated since the last time this action was executed. Action

Contacts

Feature Description Type
List New Contacts Retrieves contacts created since the last time this action was executed. Action
Get Contact By Email Address Retrieves the contact specified by primary email address. Action
List Updated Contacts Retrieves contacts updated since the last time this action was executed. Action
List Contacts Retrieves all contacts. Action
Get Contact By ID Retrieves the contact specified by ID. Action

Saved Tag File Lists

Feature Description Type
List Saved Tag File List Contents Retrieves the contents of all saved tag file lists. Action
List Saved Tag File List Contents By Applicant ID Retrieves the contents of saved tag file lists related to the specified applicant. Action
List Saved Tag File Lists Retrieves all saved tag file lists. Action
List Saved Tag File List Contents By Client ID Retrieves the contents of saved tag file lists related to the specified client. Action

Users

Feature Description Type
Get User By ID Retrieves the user specified by ID. Action
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