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. How to get the API key You can only access the API area, if you company-role is "Administrator". Click on you avatar in the top right corner Click on "API Keys" API area (https:Some readers

• Create an API key

  Create an API KEY Navigate to the API area and click on "Generate API key". Do not share you API keys with anyone. They can be used to access your data. You company needs to have enabled the API static key plugin API area Safety If you loose your API key, or you think it has been compromised, you can revoke it. This will disable and delete the key and it will nFew 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.chaFew 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" PrSome readers

• Zapier API key

  Articles on: API You can integrate CxPlanner with Zapier using an API key. When integrating CxPlanner with Zapier, you need to provide an API key inside the Zapier integration. The integration will allow you to create a Zap, that can trigger the creation of new tasks. How to get the API key Please follow the instructions in the API area and Create an API key articles.Few readers