API and Integrations

The Value of Workflow Integration

Workflow integration can help companies solve the interoperability problem by giving different

applications a way to link their data. A web services-based API makes it easy to integrate CMW Tracker with any third-party systems and services, for example, MS Outlook, MS Active Directory, Salesforce® or SurveyGizmo. 

Common Integration Examples

• Launching a workflow in CMW Tracker when a trigger event happens in a different system, such as ERP, CRM, Accounting, HRIS, etc. 
• Pushing the approved request information into the accounting system (QuickBooks®, Xero, SAP® solution, etc.).
• Maintaining a single version of the latest data across all systems.
• Viewing the status of a workflow from another system (e.g. MS Outlook).
• Pushing workflow status or other data from CMW Tracker to third-party tools to trigger external service actions, e.g. eSigning a contract via DocuSign® or sending a newsletter via MailChimp®.
• Posting a document to a document management system (Microsoft SharePoint, Google Drive™, DocuWare, etc.).
• Posting messages to Slack® channels based on workflow events
• Using chatbot as a conversational interface able to gather all the necessary information from a customer in a friendly manner and launch a proper request handling workflow in CMW Tracker.

Ready-made Integrations

Whether you want to use a pre-built integration or build your own, CMW Tracker has all you need.

Pre-built integrations:

• Microsoft Outlook. You can manage all your CMW tasks within the email management software.
• Microsoft Active Directory (AD). You can ensure that AD is automatically synchronized with the CMW Tracker user database (upon adding or deactivating users, and such), so your administrators have to update only AD.
• Microsoft SharePoint. You can create or modify your processes with drag-and-drop simplicity in CMW Tracker, and your company staff can submit requests in the familiar SharePoint environment.
• You also get sample integrations with Salesforce and SurveyGizmo so you don’t have to start from scratch.

Standards Compliance

CMW Lab web services API has been developed in compliance to the following specifications:

• Simple Object Access Protocol (SOAP) 1.1
• Web Service Description Language (WSDL) 1.1

Development platforms

CMW Lab web services support SOAP development platforms including .NET 4.0 and C#.

We are Here to Help

The CMW Lab team is ready to help you with any problems or questions you might have. Contact us and one of our experts will take care of your needs!