Ensure 3rd party metadata is set

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We welcome all contributions to Panora; from small UI enhancements to brand new integrations. We love seeing community members level up and give people power-ups!

2. Metadata

This 5 minutes checklist helps you get all the requirements to start adding integrations to your product. 

Quickstart Guide

Integrations Catalog

Integrate with the Panora API to easily collect data across your CRM, File Storage and Ticketing systems in real time.

What is Panora?

Read and write data to multiple CRM platforms using a single API

Quick Start

Overview

Introduction to our CRM `contact` Unified Model

The Contact Object

Retrieve all contacts from all connected CRMs using one endpoint

List all contacts

Retrieve a contact by id from connected CRMs

Retrieve a contact

Create a contact in any CRM using this endpoint

Create a contact

Update a contact

List companies

Retrieve Companies from any connected Crm software

Retrieve a company

Create Companies in any supported CRM software

Create a company

Update a company

Introduction to our CRM `deal` Unified Model

The Deal Object

List Deals in any CRM Platform using this endpoint

List Deals

Retrieve a Deal in any CRM Platform using this endpoint

Retrieve a Deal

Create a Deal in any CRM Platform using this endpoint

Create a Deal

Update a Deal in any CRM Platform using this endpoint

Update a Deal

List Notes in any CRM Platform using this endpoint

List Notes

Retrieve a Note in any CRM Platform using this endpoint

Retrieve a Note

Create a Note in any CRM Platform using this endpoint

Create a Note

List Engagements in any CRM Platform using this endpoint

List Engagements

Retrieve an Engagement in any CRM Platform using this endpoint

Retrieve an Engagement

Create an Engagement in any CRM Platform using this endpoint

Create an Engagement

Update an Engagement in any CRM Platform using this endpoint

Update an Engagement

List Tasks in any CRM Platform using this endpoint

List Tasks

List Task in any CRM Platform using this endpoint

Retrieve a Task

List Users in any CRM Platform using this endpoint

List Users

Retrieve a User in any CRM Platform using this endpoint

Retrieve a User

Read data from multiple File Storage platforms using a single API

Create Files in any supported Filestorage software

Create Files

List  Files

Retrieve Files from any connected Filestorage software

Retrieve Files

Create Folders in any supported Filestorage software

Create Folders

List  Folders

Retrieve Folders from any connected Filestorage software

Retrieve Folders

List  Groups

Retrieve Groups from any connected Filestorage software

Retrieve Groups

Retrieve Users from any connected Filestorage software

Retrieve Users

Read and write data to multiple Accounting platforms using a single API

Create accounts in any supported Accounting software

Create Accounts

List  Accounts

Retrieve Accounts from any connected Accounting software

Retrieve Accounts

List  Addresss

Retrieve Addresses from any connected Accounting software

Retrieve Addresses

List  Attachments

Retrieve attachments from any connected Accounting software

Retrieve Attachments

Create attachments in any supported Accounting software

Create Attachments

List  BalanceSheets

Retrieve BalanceSheets from any connected Accounting software

Retrieve BalanceSheets

List  CashflowStatements

Retrieve Cashflow Statements from any connected Accounting software

Retrieve Cashflow Statements

List  CompanyInfos

Retrieve Company Infos from any connected Accounting software

Retrieve Company Infos

Create contacts in any supported Accounting software

Create Contacts

List  Contacts

Retrieve Contacts from any connected Accounting software

Retrieve Contacts

List  CreditNotes

Retrieve Credit Notes from any connected Accounting software

Retrieve Credit Notes

Create Expenses in any supported Accounting software

Create Expenses

List  Expenses

Retrieve Expenses from any connected Accounting software

Retrieve Expenses

List  IncomeStatements

Retrieve Income Statements from any connected Accounting software

Retrieve Income Statements

List  Invoices

Retrieve Invoices from any connected Accounting software

Retrieve Invoices

Create invoices in any supported Accounting software

Create Invoices

Retrieve Items from any connected Accounting software

Retrieve Items

List  Items

Create Journal Entries in any supported Accounting software

Create Journal Entries

Retrieve Journal Entries from any connected Accounting software

Retrieve Journal Entries

List  JournalEntrys

Create Payments in any supported Accounting software

Create Payments

List  Payments

Retrieve Payments from any connected Accounting software

Retrieve Payments

Retrieve Phone Numbers from any connected Accounting software

Retrieve Phone Numbers

List  PhoneNumbers

List  PurchaseOrders

Retrieve Purchase Orders from any connected Accounting software

Retrieve Purchase Orders

Create Purchase Orders in any supported Accounting software

Create Purchase Orders

List  TaxRates

Retrieve Tax Rates from any connected Accounting software

Retrieve Tax Rates

List  TrackingCategorys

Retrieve Tracking Categories from any connected Accounting software

Retrieve Tracking Categories

List  Transactions

Retrieve Transactions from any connected Accounting software

Retrieve Transactions

Retrieve Vendor Credits from any connected Accounting software

Retrieve Vendor Credits

List  VendorCredits

Read data from multiple Ecommerce platforms using a single API

List Products

Retrieve products from any connected Ats software

Retrieve Products

Create Products in any supported Ecommerce software

Create Products

List Orders

Create Orders in any supported Ecommerce software

Create Orders

Retrieve orders from any connected Ats software

Retrieve Orders

List Fulfillments

Retrieve fulfillments from any connected Ats software

Retrieve Fulfillments

List Customers

Retrieve customers from any connected Ats software

Retrieve Customers

Read and write data to multiple ticketing platforms using a single API

Retrieve Accounts from any connected Ticketing software

Create Attachments in any supported Ticketing software

Retrieve Attachments from any connected Ticketing software

List Collections

Retrieve Collections from any connected Ticketing software

Retrieve Collections

Create Comments in any supported Ticketing software

Create Comments

List Comments

Retrieve a Comment from any connected Ticketing software

Retrieve Comment

List Contacts

Retrieve a Contact from any connected Ticketing software

Retrieve Contact

List Tags

Retrieve a Tag from any connected Ticketing software

Retrieve Tag

List  Teams

Retrieve Teams from any connected Ticketing software

Retrieve Teams

Create Tickets in any supported Ticketing software

Documentation

Core Concepts

RAG

Recipes

Glossary

Devtools

Webhooks

Open-Source

Support

2. Metadata

Ensure 3rd party metadata is set

Documentation

Core Concepts

RAG

Recipes

Glossary

Devtools

Webhooks

Open-Source

Support

​Ensure 3rd party metadata is set

Ensure 3rd party metadata is set