π Reference: Demand Integrations
Overview
Here you can find an overview of the main actions you can take in Whoz by API. See the API documentation for full details.
CRM Integrations
| Action | Available API | Key Attributes | Description |
|---|---|---|---|
| Create and manage accounts | /api/account |
|
Record the legal entities with which your company maintains business relationships, with the goal of monitoring and reporting on them. |
| Create and manage contacts | /api/contact | Record contact information for individuals provided as a business contact within the company. Examples: Prospects, customers, employees, business partners. | |
| Create an opportunity | /api/dossier | Record business or sales opportunities or lead that is qualified or in the processing of being qualified. | |
| Qualify and Track an Opportunity Through the Business Pipeline | /api/dossier |
salesWorkflowStep | Move opportunities through your workspace's business pipeline workflow. |
| /api/dossier/{entityId}/win |
Mark an opportunity as won. | ||
| /api/dossier/{entityId}/lose | Mark an opportunity as lost. | ||
| Create a project | /api/project | Create a project to provide a global view of all of the opportunities and business won (deals) on a given assignment. |
Talent Request Integrations
| Action | Available API | Key Attributes | Description |
|---|---|---|---|
| Create a talent request | api/task |
|
Create talent requests to define specific requirements in terms of skills, availability, location, experience. |
| Use the Kanban View for Staffing (Staffing Pipeline) | api/task |
staffingWorkflowStepDates |
Follow the status of talent requests through predefined stages defined by your company. |
Talent Request Integrations
| Action | Available API | Key Attributes | Description |
|---|---|---|---|
| Create an open position | api/task |
type |
Use the type of POSITION to create an open position. |
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