LeaseWorks
Overview of the LeaseWorks 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. Required Books
The following Book(s) need to be added to your agent so it can learn and understand the automation procedures defined within them:
LeaseWorks
How to Add the Book(s)
Go to Books → All Books.
Search for name of the book and click on it.
Click on Install or Add Connection to add the book to your agent.
If adding a connection, you'll be prompted for connectivity details.
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
Connect to Leaseworks API.
CLIENT ID
the client id
text
CLIENT SECRET
the client secret
sensitive
DOMAIN
the domain of the leaseworks instance
text
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