Caflou connector for Okou
Connect Caflou to read account-scoped companies, contacts, projects, tasks, invoices, milestones, transfers, time entries, timesheets, users, and account metadata.
Sales & operations · API access token
Use Caflou in Okou
Use Caflou for explicitly authorized, read-only account, CRM, project, invoice, cashflow, time-tracking, and user lookups.
Once connected, supported Caflou actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Caflou
- Read Caflou accounts accessible to the supplied token; each request can consume Caflou API query allowance.
- Read Caflou companies and documented company views; each request can consume Caflou API query allowance.
- Read Caflou projects and documented project views; each request can consume Caflou API query allowance.
- Read Caflou invoices and invoice message/proforma summaries; invoice-number refresh is excluded; each request can consume Caflou API query allowance.
- Read Caflou time entries and daily sums; each request can consume Caflou API query allowance.
- Read Caflou users and documented user metadata visible to the token; each request can consume Caflou API query allowance.
- Read Caflou contacts, including account-level and company-level contacts; each request can consume Caflou API query allowance.
- Read Caflou tasks and documented task views; each request can consume Caflou API query allowance.
How the Caflou connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Caflou
Choose API access token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Caflou securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API access token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Caflou covers
The topics this connector's published operations touch.
- business management
- crm
- project management
- invoicing
- time tracking
- cashflow
Caflou connector questions
- What can Okou do with Caflou?
- Connect Caflou to read account-scoped companies, contacts, projects, tasks, invoices, milestones, transfers, time entries, timesheets, users, and account metadata. Documented actions include: Read Caflou accounts accessible to the supplied token; each request can consume Caflou API query allowance. Read Caflou companies and documented company views; each request can consume Caflou API query allowance.
- How do I connect Caflou to Okou?
- Connect Caflou using API access token. The connection controls which supported actions a workflow can use.
- Can Caflou run in an automated workflow?
- Yes. After it is connected, supported Caflou actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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