ambacti
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efficy Enterprise CRM × Ambacti

Bring efficy Enterprise CRM into
the flow of work.

A little less busywork with efficy Enterprise CRM.

Start with Ambacti Browse capabilities
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Entity5 capabilities
  • Consult an entity

    Read a single entity by key (API: consult)

  • Create an entity

    Create a new entity (API: edit key=0 + update)

  • Delete an entity

    Delete one or more entities (API: delete)

  • Update an entity

    Update fields on an existing entity (API: edit + update)

  • Execute a custom API call

    Write a raw JSON RPC request body (API: any)

Query3 capabilities
  • Run a query

    Execute a saved query by K_QUERY or K_MASTER + K_DETAIL (API: query)

  • Consult many entities

    Find records matching exact field values (API: consultmanyex)

  • Execute a custom API call

    Write a raw JSON RPC request body (API: any)

Search4 capabilities
  • Fast search

    Index-based fast search on the entity grid (API: search SEARCHFAST)

  • Full text search

    Full-text search across all fields (API: search SEARCHFULL)

  • Elastic search

    Elasticsearch-powered full-text search (API: search SEARCHELASTIC)

  • Execute a custom API call

    Write a raw JSON RPC request body (API: any)

Relation7 capabilities
  • Add a link

    Add a relation between two records (API: addlink)

  • Delete all relations

    Remove all detail relations of a given entity in an edit context (API: edit + clearDetail)

  • Delete a detail

    Remove a specific detail relation in an edit context (API: edit + deleteDetail)

  • Delete a link

    Remove a relation between two records (API: deletelink)

  • Insert a detail

    Add a detail relation in an edit context (API: edit + insertDetail)

  • Update a detail

    Update fields of a detail relation in an edit context (API: edit + updateDetail)

  • Execute a custom API call

    Write a raw JSON RPC request body (API: any)

Tool9 capabilities
  • Get current user code

    Return the user code of the authenticated user (API: currentusername)

  • Get current user full name

    Return the full name of the authenticated user (API: currentuserfullname)

  • Get lookup data

    Return the list of lookup values for a field (API: getlookupdata)

  • Get lookup key from value

    Resolve a lookup display value to its key integer (API: getlookupkeyfromvalue2)

  • Get lookup value from key

    Resolve a lookup key integer to its display value (API: getlookupvaluefromkey2)

  • Get setting

    Read an efficy server setting by name (API: getsetting)

  • Send a notification

    Send a notification to efficy users or groups (API: sendnotification)

  • Finalize workflow

    Use this as the last node in workflows that have Server Side Cache enabled

  • Execute a custom API call

    Write a raw JSON RPC request body (API: any)

Frequently asked
questions.

What could an Ambacti integration do with efficy Enterprise CRM?

The documented operations include Entity: Consult an entity; Entity: Create an entity; Entity: Delete an entity; Entity: Update an entity.

Could I keep a workflow read-only?

For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.

Will every action run automatically?

Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.

Do I need to review actions in efficy Enterprise CRM?

Decide which work could run on its own and which steps need your review.