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 and write data to multiple HRIS platforms using a single API

Read data from multiple File Storage platforms using a single API

List Drives

Retrieve a Drive from any connected file storage service

Retrieve Drive

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 and write data to multiple ATS platforms using a single API

Create Activities in any supported Ats software

Create Activities

List  Activities

Retrieve Activities from any connected Ats software

Retrieve Activities

Create Applications in any supported Ats software

Create Applications

List  Applications

Retrieve Applications from any connected Ats software

Retrieve Applications

Create Attachments in any supported ATS software

Retrieve Attachments from any connected Ats software

Create Candidates in any supported Ats software

Create Candidates

List  Candidates

Retrieve Candidates from any connected Ats software

Retrieve Candidates

List  Departments

Retrieve Departments from any connected Ats software

Retrieve Departments

List  Eeocss

Retrieve a eeocs from any connected Ats software

Retrieve Eeocs

Create Interviews in any supported Ats software

Create Interviews

List  Interviews

Retrieve Interviews from any connected Ats software

Retrieve Interviews

List  JobInterviewStages

Retrieve Job Interview Stages from any connected Ats software

Retrieve Job Interview Stages

List  Jobs

Retrieve Jobs from any connected Ats 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