API area

• Access API area

  API area You can integrate CxPlanner with various tools and software solutions. This article describes how to find your API keys. API key types There are different kinds of API's in this collection. To use this collection use one of these: Developer READ Developer READ-WRITE Developer GLOBAL Developer READ This API keySome readers

• Add API-user to project

  Add API-user to project For some API integrations, you need to add the API-user to the project, that you want to integrate with. Giving the API-user access You have to manually decide which projects the API-user should have access to. This is a security feature, to prevent the API-user from accessing data, that he/she should not have access to. Example The 3 example screenshots below shows how to add the API-user to a project. (https://storage.crisp.Some readers

Connections and integrations

• Task mail integration

  Task mail integration You enable a project email address to receive emails and create tasks from them. When using this email, you can either respond to a task (a comment is added) or create a new task. You company needs to have enabled the Task mail plugin Enable plugin The plugin is enabled in the project settings, and you must be an admin to do this. Go to the project settings Click on the "Advanced" tab Click on the "Enbale Task mail" Project emaiSome readers