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.
Quick Links:
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
Send Requests from Templates
Request assets (logos, brand files), credentials, or form inputs
Automate client intake from your CRM or campaign management tool