LeaseWorks

Overview of the LeaseWorks BDK Book.

Overview

LeaseWorks is a comprehensive lease management software solution for real estate and equipment leasing. This integration enables automated lease tracking, payment processing, and portfolio management workflows. Streamline lease administration and improve operational efficiency in lease management.

Prerequisites

1. Add the Book to Your Agent

To use the LeaseWorks (BDK) Book, you need to add it to your agent. This allows the agent to learn and execute the automation procedures in the Book. Follow the steps below to get started:

  1. Go to Books from the left navigation menu.

  2. Click on + New Book.

  3. Search for LeaseWorks (BDK) and click on the book.

  4. You'll be prompted for connectivity details if the book requires configuration.

  5. Click on Add to finish adding the book to your agent.

  6. Publish your agent.

Connectivity

This section outlines the available methods for connecting to the Book, along with the required configuration details for each.

Connect using CLIENT ID, CLIENT SECRET and DOMAIN

Connects to an API using the provided client credentials

Label
Description
Type

CLIENT ID

the client id

text

CLIENT SECRET

the client secret

text

DOMAIN

the domain of the leaseworks instance

text

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