With Pointerpro modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can monitor survey responses in your Pointerpro account.
To use the Pointerpro modules, you must have a Pointerpro account. You can create an account at pointerpro.com.
Refer to the Pointerpro API documentation for a list of available endpoints.
To establish the connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…).:
-
Log in to your Boost.space Integrator account, add a Pointerpro modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.
Note: If you add a module with an
instant
tag, click Create a webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers., then Create a connection. -
Optional: In the Connection name field, enter a name for the connection.
-
Optional: Click Show advanced settings and enter your custom appCreate your own custom apps to be used in the integrator engine and share them with users in your organization. client credentials. For more information, refer to the Pointerpro API page.
If requested, use the following Redirect URI when creating your custom app:
https://integrator.boost.space/oauth/cb/survey-anyplace
. -
Click Save.
-
If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more Pointerpro modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Build Pointerpro ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.
After connecting the app, you can perform the following actions:
TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario.
-
Watch Response Event
Actions
-
Insert a Contact