Connected records
Keep client context attached
API workflows workflows stay tied to the clients, requests, projects, invoices, payments, files, and activity your team already manages in Workspace369.
API workflows integration
Build custom operational workflows around Workspace369 clients, requests, invoices, payments, files, and automation events.
API access
GET
/clients?status=active → 200 · 42 recordsPOST
/invoices → 201 · INV-1043 createdGET
/automations/runs?status=failed → 200Your systems, your rules, your data
Operational fit
Support the work already moving
Use the integration alongside sales, scheduling, delivery, communication, billing, reporting, and accounting instead of treating it as a separate tool.
Team visibility
Give every role the same picture
Help owners, operators, finance, support, and delivery teams understand what happened without stitching together records across disconnected systems.
How it works
How API workflows works with Workspace369
- 01
Build against the API
Use the Workspace369 API to read and write the records your custom workflow needs.
- 02
Wire in your systems
Move clients, requests, invoices, payments, and files between Workspace369 and the rest of your stack.
- 03
React to automation events
Automation events let your workflows respond to what happens in the workspace.
Connected data
What moves between the systems
Clients
Create and update client records from your own systems.
Requests
Move requests between Workspace369 and the external tools around it.
Invoices and payments
Read and drive billing records, so external finance workflows stay in step.
Files
Move files between the workspace and the rest of your stack.
Automation events
Consume automation events to trigger work outside Workspace369.
Setup
Setting up API workflows
- 01
Set up API access
Enable API access for your workspace and prepare the credentials your systems will use.
- 02
Map the records
Decide which clients, requests, invoices, payments, and files your workflow reads and writes.
- 03
Build and test
Implement the workflow against the API and test it against real workspace activity before rolling it out.
Operational fit
The connection is only useful when the team can see the context.
Workspace369 keeps the integration close to the client record, so owners, operators, finance, support, and delivery are not rebuilding the same story in separate tools.
Connect the system
Bring the external workflow beside Workspace369 records without changing the way your team names clients, jobs, invoices, and projects.
Keep context visible
Show the relevant status, event, payment, message, or record where the team already works.
Act from the workspace
Use the connected context to follow up, bill, schedule, automate, report, and keep the client moving.
In practice
What teams use API workflows for
Creating invoices from your own system
When work completes in your external tool, your workflow creates the invoice in Workspace369 through the API. Billing stays in step without rekeying.
Keeping client records in sync with your stack
Create and update client records from your own systems, so the workspace and the tools around it tell the same story.
Reacting to automation events in your stack
Consume automation events to trigger work outside Workspace369, and pair with webhooks when events should be pushed instead of pulled.
FAQ
Questions about API workflows
- What can I build with the API?
- Custom workflows around clients, requests, invoices, payments, files, and automation events.
- How is this different from webhooks?
- Webhooks push workspace events to your systems; the API lets your systems read and write workspace records directly. They work well together.
- How is this different from MCP?
- MCP lets AI clients manage the workspace through conversation; the API is for custom-coded workflows in your own systems.
- Who is this for?
- Teams with development capacity who need Workspace369 to fit a workflow no off-the-shelf integration covers.
Keep exploring
Related pages
Next step
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