Bring PEAK into
the flow of work.
A little less busywork with PEAK.
Gather contextDo the workReview & share
Client Token1 capabilities+
- Create a client token
Contact1 capabilities+
- Get a contact
Daily Journal2 capabilities+
- Create a daily journal
- Get account codes
File Vault1 capabilities+
- Insert a file into File Vault
Invoice2 capabilities+
- Create an invoice
- Create an expense
Payment Method1 capabilities+
- Get a payment method
Product2 capabilities+
- Get a product
- Get a service
Receipt1 capabilities+
- Create a receipt
Frequently asked
questions.
What could an Ambacti integration do with PEAK?
The documented operations include Client Token: Create a client token; Contact: Get a contact; Daily Journal: Create a daily journal; Daily Journal: Get account codes.
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 PEAK?
Decide which work could run on its own and which steps need your review.