The Sydnee API lets you automate creating accounts, adding your clients, sending requests, and implementing task templates.
This lets you integrate Sydnee deeply into your systems. Whether through a user friendly platform like Zapier, or through direct code - the API gives you the power to make Sydnee a core part of your workflow.
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What You Can Do With the API
Create or Archive Accounts (Client Portals)
Provision new client portals from your CRM
Sync a list of all accounts for reporting
Deactivate/archive former clients at the end of an engagement
Manage Access to an Account
Automatically invite new clients as part of your onboarding
Keep account access in sync with your HRIS or CRM
Remove access when a client off boards or a teammate leaves
Add Task Templates to Accounts
Standardize onboarding across clients (e.g., “New Client Kickoff”) in a template
Add the task template to an account when first created
Manage Tasks on a Board
List all task boards for an account, browse sections, and retrieve individual tasks
Create top-level tasks or subtasks under an existing task
Update task details — title, description, due window, priority, status, and assignees
Archive tasks individually or in bulk when work is complete
Move tasks between sections or positions within a board
Control client visibility per task with the client access toggle
Stay on Top of Deadlines
Create reminder rules on any task so your team gets notified ahead of due dates
Delete reminder rules when they're no longer needed
Collaborate on Tasks
Add or remove collaborators on a task to loop in the right people
Post comments and read back the full comment thread
Retrieve the task's activity feed to see a full history of changes
Download Task Attachments
Generate a secure signed download URL for any file attached to a task
Browse Files, Versions, and Comments
Browse an account’s file library, including folders and subfolders
Retrieve file details, version history, and comment threads for review workflows
Generate secure download links for the latest file or a specific version
Send Requests from Templates
Request assets (logos, brand files), credentials, or form inputs
Automate client intake from your CRM or campaign management tool