Access CRM connector icon

Access CRM Connector

Build in-app integrations that surface Access CRM enquiries, persons, applicants, clients, jobs and placements inside your product. Use Cyclr to sync records, run incremental pulls, and automate pipeline or marketing workflows for every customer account without custom point-to-point engineering.

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01

Faster integration delivery

Ship integrations without building each connector from scratch

02

Reusable orchestration

Build workflows once then reuse across customer accounts

03

Account-level governance

Control credentials, approvals and per-account deployment rules

04

Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

Overview

Teams can integrate and automate Access CRM enquiries, persons/applicants, clients, jobs, placements and incremental updates between Access CRM and their SaaS product. Cyclr provides a low-code builder and connector methods to list, get, incrementally sync and update CRM objects, letting product teams orchestrate multi-tenant workflows and publish them through an embedded marketplace or MCP delivery model.

PRODUCT USE CASES

Top Use Cases for Access CRM Integrations

Quickly build tenant-aware automations that read new web enquiries, sync client and accounting records, automate pipeline updates and push marketing opt-ins to Mailchimp or Klaviyo. Publish these as self-serve integrations in your embedded marketplace or install them per account.

Sync web enquiries into your app

Use Access CRM web enquiry and applicant methods to pull new enquiries and match them to in-app customer records for faster lead follow-up.

Two-way client and accounting sync

Automate client record reconciliation with Access Financials by mapping clients and custom client fields for accurate billing and reporting.

Automate pipeline and job updates

Keep pipeline stages in sync by running List Updated Jobs or List Updated Placements to update opportunity status and trigger downstream workflows.

ORCHESTRATION

How Access CRM works with Cyclr

Cyclr sits between your SaaS product and Access CRM to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Access CRM

    Access CRM processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Access CRM methods you can orchestrate through Cyclr.

People1

Get Person By ID

Action

Retrieves the person specified by ID.

Persons3

List Persons

Action

Retrieves all persons.

List Updated Persons

Action

Retrieves all persons created or updated since the last successful run.

List New Persons

Action

Retrieves all persons created since the last successful run.

Applicant Attributes3

List Applicants Attributes By Applicant ID

Action

List all attributes for applicants.

List Applicant Attributes

Action

List all applicant's attributes.

List Updated Applicant Attributes

Action

List an applicant's attributes updated since the last successful cycle execution.

Nationalities2

List Nationalities

Action

Retrieves all nationalities.

Get Nationality

Action

Retrieves the nationality specified by ID.

Saved Tag File Lists4

List Saved Tag File List Contents

Action

Retrieves the contents of all saved tag file lists.

List Saved Tag File List Contents By Applicant ID

Action

Retrieves the contents of saved tag file lists related to the specified applicant.

List Saved Tag File List Contents By Client ID

Action

Retrieves the contents of saved tag file lists related to the specified client.

List Saved Tag File Lists

Action

Retrieves all saved tag file lists.

Sectors2

Get Sector By ID

Action

Retrieves the sector specified by ID.

List Sectors

Action

Retrieves all sectors.

Experimental3

List Upd. Contacts (incrementally by page)

Action

Retrieves contacts updated since the last time this action was executed. Requests can be separated into preset sizes, by number of pages returned

List Upd. Clients (incrementally by page)

Action

Retrieves clients updated since the last time this action was executed. Requests can be separated into preset sizes, by number of pages returned.

List Upd. Applicants (incrementally by page)

Action

Retrieves applicants updated since the last time this action was executed. Requests can be separated into preset sizes, by number of pages returned

List Values1

Get List Value

Action

Retrieves the list value specified by ID. For example to retrieve the properties of a title object by Title Value ID.

Users1

Get User By ID

Action

Retrieves the user specified by ID.

Contact Attributes4

List Contact Attributes By Applicant ID

Action

Retrieves all contact attributes for the specified applicant.

List Contact Attributes By Contact ID

Action

Retrieves all contact attributes for the specified contact.

List Updated Contact Attributes

Action

Retrieves all existing contact attributes, updated after the last cycle run.

List Contact Attributes

Action

Retrieves all contact attributes.

Applicants14

Get Applicant By ID

Action

Retrieves the applicant specified by ID.

List Updated Applicants

Action

Retrieves applicants updated since the last time this action was executed.

List New Applicants

Action

Retrieves applicants created since the last time this action was executed.

Get Applicant By Email Address

Action

Retrieves the applicant specified by primary email address.

List Applicants

Action

Retrieves all applicants.

List Updated Applicants (incrementally)

Action

Retrieves applicants updated since the last time this action was executed. Requests can be separated into preset sizes, by number of days returned.

Get Applicant Stored Docs

Action

Retrieves all applicant stored docs.

Insert Applicant Mailshot Option

Action

Inserts the given Applicant's Mailshot "inOrOut" value

List New Applicant Mail Options

Action

Gets a list of all new applicant mail options, created since the last cycle run.

Update Applicant Mailshot Option

Action

Updates the given Applicant's Mailshot "inOrOut" and "optGlobal" value.

List Applicant Statuses

Action

Retrieves all applicants.

Get Applicant Custom Fields

Action

Retrieves the custom fields for the specified applicant. The custom fields you wish to retrieve must be added to the response mappings with the key as the Field Location. (example: Field Location: bonus_paid or Field Location: cVProvided)

List Applicants Custom Fields

Action

Retrieves all the applicants custom fields. The custom fields you wish to retrieve must be added to the response mappings with the key as the Field Location. (example: Field Location: [applicant].personID or Field Location: [applicant].applicantName).

Update Applicant Custom Fields

Action

Updates the given applicant Custom Fields value. The custom fields you wish to update must be added to the request mappings with the key as the Field Location. (example: Field Location: applicant.candidate_discipline_sought or Field Location: applicant.leadScore).

Schemas2

List Object Fields

Action

List all of the specified queriable objects fields.

List Query Objects

Action

Lists all queriable objects.

Jobs6

List Jobs By Client

Action

Retrieves jobs for the specified client.

List Jobs By Contact

Action

Retrieves jobs for the specified contact.

List New Jobs

Action

Retrieves all jobs created since the last successful run.

List Updated Jobs

Action

Retrieves all jobs created or updated since the last successful run.

List Jobs

Action

Retrieves all jobs.

Get Job

Action

Retrieves the job specified by ID.

Placements13

List Placements

Action

Retrieves all placements.

List Placements By Applicant

Action

Retrieves placements for the specified applicant.

List New Placements

Action

Retrieves all placements created since the last successful run.

List Updated Placements

Action

Retrieves all placements created or updated since the last successful run.

List Placements By Contact

Action

Retrieves placements for the specified contact.

List Permanent Placements By Client

Action

Retrieves permanent placements for the specified client.

Get Permanent Placement (Extra Details)

Action

Bespoke endpoint, returns extra details for Permanent Placements.

List Permanent Placements

Action

Retrieves all permanent placements.

List Permanent Placements By Contact

Action

Retrieves permanent placements for the specified contact.

List Permanent Placements By Applicant

Action

Retrieves permanent placements for the specified applicant.

List All New Placements

Action

Retrieves all placements created since the last successful run.

List All Placements

Action

Retrieves all placements.

List All Updated Placements

Action

Retrieves all placements created or updated since the last successful run.

Clients8

Get Client By ID

Action

Retrieves the client specified by ID.

List New Clients

Action

Retrieves clients created since the last time this action was executed.

List Updated Clients

Action

Retrieves clients that have been created or updated since the last time this action was executed.

List Clients Custom Fields

Action

Retrieves all the clients custom fields. The custom fields you wish to retrieve must be added to the response mappings with the key as the Field Location. (example: Field Location: [clientCustomField].clientURN or Field Location: [clientCustomField].engagementType).

Update Client Custom Fields

Action

Updates the given applicant client Fields value. The custom fields you wish to update must be added to the request mappings with the key as the Field Location. (example: Field Location: client.clientURN or Field Location: client.sageRef).

List Clients

Action

Retrieves all clients.

Get Client Custom Fields

Action

Retrieves the custom fields for the specified client. The custom fields you wish to retrieve must be added to the response mappings with the key as the Field Location. (example: Field Location: clientCustomField.clientID or Field Location: clientCustomField.clientURN)

List Updated Clients (incrementally)

Action

Retrieves clients updated since the last time this action was executed. Requests can be separated into preset sizes, by number of days returned.

Contact Consultant Users2

Get Contact Consultant User By Contact ID

Action

Retrieves a contact consultant user by contact ID.

List Contact Consultant Users

Action

Retrieves all contact consultant users.

Custom Queries1

Run Custom Query

Action

Run custom queries.

Timesheets7

List Updated Timesheets

Action

Retrieves timesheets updated since the last time this action was executed.

List Timesheets By Client

Action

Retrieves timesheets for the specified client.

List Timesheets

Action

Retrieves all timesheets.

List New Timesheets

Action

Retrieves timesheets created since the last time this action was executed.

List Timesheets By Placement

Action

Retrieves timesheets for the specified placement.

Get Timesheet

Action

Retrieves the timesheet specified by ID.

List Timesheets By Applicant

Action

Retrieves timesheets for the specified applicant.

Contacts14

List New Contacts

Action

Retrieves contacts created since the last time this action was executed. Custom Fields can be added to the response field mappings with a Field Location of [contact].customFields.<someField> eg. [contact].customFields.myCustomField

Get Contact Type

Action

Retrieves the contact type specified by ID.

List Deleted Contacts

Action

Retrieves all deleted contacts. Custom Fields can be added to the response field mappings with a Field Location of [contact].customFields.<someField> eg. [contact].customFields.myCustomField

List Updated Contacts (incrementally)

Action

Retrieves contacts updated since the last time this action was executed. Requests can be separated into preset sizes, by number of days returned.

Get Contact By Email Address

Action

Retrieves the contact specified by primary email address. Custom Fields can be added to the response field mappings with a Field Location of customFields.<someField> eg. customFields.myCustomField

List Updated Contacts

Action

Retrieves contacts updated since the last time this action was executed. Custom Fields can be added to the response field mappings with a Field Location of [contact].customFields.<someField> eg. [contact].customFields.myCustomField

List Contacts

Action

Retrieves all contacts. Custom Fields can be added to the response field mappings with a Field Location of [contact].customFields.<someField> eg. [contact].customFields.myCustomField

Get Contact By ID

Action

Retrieves the contact specified by ID. Custom Fields can be added to the response field mappings with a Field Location of customFields.<someField> eg. customFields.myCustomField

Update Contact Mailshot Option

Action

Updates the given contact's Mailshot "inOrOut" value.

Insert Contact Mailshot Option

Action

Inserts the given contact's Mailshot "inOrOut" value.

List New Contact Mail Options

Action

Gets a list of all new contact mail options, created since the last cycle run.

List Contacts Custom Fields

Action

Retrieves all the Contacts custom fields. The custom fields you wish to retrieve must be added to the response mappings with the key as the Field Location. (example: Field Location: [contactCustomField].leadScoreContact or Field Location: [contactCustomField].sMSStatusContact)

Update Contact Custom Fields

Action

Updates the given contact client Fields value. The custom fields you wish to update must be added to the request mappings with the key as the Field Location. (example: Field Location: contact.leadScoreContact or Field Location: contact.activityLinkContact).

Get Contact Custom Fields

Action

Retrieves the custom fields for the specified contact. The custom fields you wish to retrieve must be added to the response mappings with the key as the Field Location. (example: Field Location: leadScoreContact or Field Location: sMSStatusContact)

TECHNICAL DETAILS

Access CRM integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Access CRM integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
API keys: an Integrator Key plus an API Key supplied by Access are required
Credentials

Integrator Key and API Key (issued by Access account manager).

Method categories

Read, list, incremental sync, custom queries, update and insert actions for CRM objects.

Visit Access CRM →

Pagination and rate limits

Pagination

Connector exposes incremental list endpoints and page-controlled incremental actions for updated or new records.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication uses two Access-supplied credentials — an Integrator Key and an API Key — configured in the Cyclr connector setup.

Authentication method
API keys: an Integrator Key plus an API Key supplied by Access are required
Credential required

Integrator Key and API Key (issued by Access account manager).

Before you begin:

Request Integrator Key and API Key from your Access account manager before setup.

View setup guide

COMMON QUESTIONS

Frequently asked questions

It syncs Access CRM enquiries, persons/applicants, clients, jobs, placements and incremental updates so your app can read and update CRM records and run pipeline or marketing automations.

You authenticate with two Access-supplied credentials: an Integrator Key and an API Key, entered into the Cyclr connector setup.

Yes. Cyclr supports multi-tenant delivery and account-level isolation so you can deploy the same integration workflows across customer accounts while keeping credentials and data separated.

Yes. Cyclr lets you package connector methods and workflows into MCP servers and publish governed MCP-triggered workflows through an embedded marketplace or install per account.

KEEP EXPLORING

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