Business Online and Salesflare

How to connect Business Online

Business Online is a tool for CRM, project management, collaboration, and non-conformities in one place.

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Things Salesflare can make it do

Create a New Company — Register a new company with provided details.
Create a New Contact — Register a new contact.
Create a New Contact for a Specific Company — Register a new contact under a specific company.
Create a New Lead — Register a new lead in the system.
Create a New Lead for a Specific Company — Register a new lead and associate it with a specific company identified by its unique ID.

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Create a New NCR Card — Register a new NCR (Non-Conformance Report) card in the system.
Create a New Project — Register a new project in the system.
Create a New Project for a Specific Company — Register a new project and associate it with a specific company identified by its unique ID.
Update Contact Information Within a Specific Company — Update contact information for a specific contact within a specific company
Update Contact Information for a Specific Contact — Update contact information for a specific contact. Use companyId as a query parameter to associate with a company.
Update a Company by ID — Update details of a specific company by its unique identifier.
Update a Specific Lead — Update the details of a specific lead identified by its unique ID.
Update a Specific Lead Under a Company — Update the details of a specific lead associated with a company identified by their unique IDs.
Update a Specific Project — Update details of a specific project identified by its unique ID.
Update a Specific Project Under a Company — Update the details of a specific project associated with a company identified by their unique IDs.

Look up existing records

Find Company by ID — Get details of a specific company by its unique identifier.
Find Contact by ID — Retrieve contact information for a specific contact. Use companyId as a query parameter to filter by company.
Find Contact by ID in Company — Retrieve contact information for a specific contact within a specific company
Find Lead by ID — Get the details of a specific lead identified by its unique ID.
Find Lead by ID in Company — Get the details of a specific lead associated with a company identified by their unique IDs.

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Find Project by ID — Get details of a specific project identified by its unique ID. Exludes limited project.
Find Project by ID in Company — Get the details of a specific project associated with a company identified by their unique IDs. Exludes limited project.
Get All Contacts for a Spesific Company — Retrieves a list of all contacts that are associated with a specified company.
Get All Leads for a Spesific Company — Get a list of all leads associated with a specific company identified by its unique ID.
Get All Leads in a Overview — Get a list of all leads in the system, across all companies.
Get All Projects for a Spesific Company — Get a list of all projects associated with a specific company identified by its unique ID. Exludes limited projects.
Get All Projects in a Overview — Get a list of all projects available in the system. Exludes limited projects.

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