Caflou

The Caflou modules enable you to monitor projects, tasks, incomes, and expenses and create or retrieve companies, bank payments, projects, tasks, income/expenses in your Caflou account.

Getting Started with Caflou

Prerequisites

  • A Caflou account

In order to use Caflou with Integromat, it is necessary to have a Caflou account. If you do not have one, you can create a Caflou account at Caflou.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Caflou to Integromat

To connect your Caflou account to Integromat you need to obtain the Access Token and Account ID.

1. Log in to your Caflou account.

2. Click on the cog-wheel in the top-right corner.

3. Open Account settings > API integration.

OXyTgaslrs.gif

4. Click the Add button.

2019-12-18_15_17_32-Window.png

5. Enter the desired name for the token, specify the token validity and click the Save button.

2019-12-18_15_20_35-Window.png

6. Copy the API token and store it in a safe place.

7. Copy the Account ID.

8. Go to Integromat and open the Caflou module's Create a connection dialog.

9. Enter the Access Token you have copied in step 6 and Account ID from step 7 to the respective fields and click the Continue button to establish the connection.

Popular use cases from our blog

automated-data-collection-crm-illustration

How to Automate Data Collection - Part 5: CRM Systems

automated-data-collection-chatbot-marketing-illustration

How to Automate Data Collection - Part 4: Chatbot Marketing

automated-data-collection-paid-ads-illustration

How to Automate Data Collection - Part 3: Paid Ads

automated-data-collection-email-illustration

How to Automate Data Collection - Part 2: Email Marketing Segmentation

personalized-customer-experience-illustration-integromat

5 Automated Solutions to Personalize Customer Experience

data-collection-automation-forms-pt-1

How to Automate Data Collection - Part 1: Online Forms

Didn’t find what you were looking for?

Expert

Find an expert

We feature a network of 450+ certified partners across the globe who are ready to help

Find an expert

Automate any workflow in your business

Sign up for a free account today. No credit card required, no time limits on free plan.