Knowledgebase articles
- Welcome to the Knowledge Base
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- Spotler Integration
- What is Spotler?
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- Domain Names and Online Activities
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- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
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- Creditsafe Integration
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- Introduction to Zapier
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- Posted Invoices to Xero Invoices
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- New Case to Google Drive folder
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- Sync Outreach Sequence States to Workbooks
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- Introduction to Reporting
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- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
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- Transaction Documents Fields Help
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- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
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- Sagelink
- Introduction to Transaction Documents
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- Releases & Roadmap
Creditsafe Integration
Last updated : 14th December 2018
Prerequisites: You will need to have a Creditsafe Account setup and configured in order to use the integration.
Creditsafe are a global provider of business credit information with data on over 120 million organisations worldwide. The Workbooks integration with Creditsafe allows you to access and store up-to-date credit information alongside side your usual organisation CRM data, enabling you to make better, more informed business decisions.
Creditsafe’s data is purchased on a per-request basis, therefore to minimise your costs, the Workbooks integration caches each request to your Organisation record meaning that you do not need to re-request the same data every time you wish to view it.