LeaseWorks

Overview of the LeaseWorks book.

The following documentation is for LeaseWorks v1.2.2 (BDK).

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)

1. Go to Books → All Books.

2. Search for the name of the book and click on it.

3. Click on Install or Add Connection to add the book to your agent.

4. 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.

Label	Description	Type
CLIENT ID	the client id	text
CLIENT SECRET	the client secret	sensitive
DOMAIN	the domain of the leaseworks instance	text