// Skedulo Integration & APIs

Connect frontline work to your existing systems.

Bring customer, worker, and work data into Skedulo. Use APIs and events to send updates back to your CRM, HR, payroll, and other business systems.

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Work order 00012345Salesforce · Pioneer Health SystemsNewCompleted

SubjectQuarterly site inspection

PriorityMedium

Created Mon 11 Aug, 9:12 AMCompleted in Skedulo, Wed 13 Aug, 5:21 PM

Work Orders → JobsReal time1 synced, Mon 9:12 AM

Jobs → Work OrdersReal time1 synced, Wed 5:21 PM

Waiting for work orders from Salesforce

JOB-4803Skedulo · Quarterly site inspectionPending allocationDispatchedIn progressComplete

From work order 00012345

AccountPioneer Health Systems

StartWed 13 Aug, 4:00 PM

Address1160 Pioneer Way, Denver

UrgencyNormal

Gloria BenitezDispatchedOn siteComplete5:21 PM

APIs, events, and custom logic.

Query

GraphQL

Read, create, and update standard and custom records, including the relationships between them.

Services

REST

Use REST APIs for platform services such as authentication, notifications, configuration, and scheduling optimization.

Respond

Events & Functions

Respond to record changes with triggered actions and webhooks. Add custom server-side logic with functions.

Control

Access controls

Use roles, permissions, and record access policies to control the data and actions available to an integration.

//Architecture

Part of your business systems.

Your CRM can own the customer record while Skedulo manages the work. Integrations exchange the details each system needs, with a defined source for each record.

Bring customer, worker, asset, and work details from your business systems into Skedulo for scheduling, coordination, and mobile work. Send completion updates, captured evidence, and approved time back through integrations to service, finance, payroll, or reporting systems. Exchange only the records each workflow needs.

//GraphQL & REST APIs

APIs for your data and applications.

Create and update jobs, check worker availability, send notifications, and run scheduling optimization through Skedulo APIs.

Use GraphQL to retrieve related records in one query and select only the fields your integration needs. Custom objects and fields are part of the schema, so your business-specific data can be included. Use REST endpoints to call platform services such as notifications and optimization.

//Events & Functions

Event-driven integrations.

Triggered actions and webhooks can respond to record changes, so an update in Skedulo can start a process in another system.

Set the conditions for a response, then call another system or send an SMS through a triggered action. Include relevant current and previous record values in the request. Use functions to run custom validation, transform data, or route follow-up work.

//Mapping & custom data

Shared records, different schemas.

Customer IDs, job statuses and pay codes can differ between systems. Integration mappings translate those values and match the records they belong to.

Use unique external IDs to match records and determine whether to create or update them. Translate statuses, job types, and pay codes between systems, and normalize dates, time zones, and units in your integration. Include custom objects and fields for data specific to your operation.

//Reliability & operations

Logs, retries and recovery.

Skedulo automatically retries failed triggered actions and webhooks within defined limits. Use execution logs to investigate requests and responses.

Build checks into your integration to confirm that the destination processed an update. Define how to resend missed updates, compare records across systems, and assign an owner when recovery needs attention.

//Security & governance

Permission-controlled API access.

Authenticate API requests and configure permissions for the identity each integration uses.

On Pulse Platform, use record access policies to filter the records available to users subject to those policies. Test access rules outside production, review sensitive data with your security team, and assign responsibility for maintaining and retiring the connection.

//Custom integration delivery

Build with your team or ours.

Your developers

Build with your own developers using Skedulo documentation, APIs, CLI tools, and functions.

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Skedulo experts

Work with Skedulo professional services to scope, design, build, and test your integration, then plan migration and rollout.

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Implementation partners

Work with partners who know your business systems and region, with implementation and support agreed for your project.

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AI-assisted development

Use AI tools to draft mappings, queries, functions, tests, and docs. Review and test the output before release.

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Customer stories.

86%

Increase in scheduling and dispatch efficiency

“We're able to make sound business decisions that better all parties involved...”

90%

Reduction in paper-based work

“For managers, daily dashboards give a helicopter view of what we have scheduled and...”

31%

Reduction in instructor underutilization

“Skedulo worked with us to create a customized solution that is truly plug-and-play...”

Which systems do you need to connect?

Connect CRM, HR, payroll, and clinical systems with Skedulo. Integration scope and setup depend on the system and the workflow you need.

Salesforce

Schedule field work from Salesforce customer records with Skedulo’s native Salesforce solution.

Zendesk

Planning field visits from Zendesk tickets? Tell us about your workflow.

ADP

Discuss connecting Skedulo time and attendance data to ADP for payroll processing.

Workday

Connect Workday worker data with Skedulo scheduling and return relevant time records. Supported data flows and implementation requirements depend on your setup.

Epic

Discuss connecting Epic records with care team assignments and scheduling.

Microsoft Dynamics 365

Discuss using Dynamics 365 customer records in Skedulo scheduling workflows.

//Frequently Asked Questions

Skedulo offers integrations for business systems alongside GraphQL and REST APIs for custom connections. Triggered actions, webhooks, and server-side functions support workflows that respond to changes and exchange data between systems.

GraphQL lets developers read, create, and update standard and custom records, including related data in a single query. REST APIs provide access to platform services such as authentication, notifications, configuration, and scheduling optimization. An integration can use both.

Yes, where the other system provides a suitable way to exchange data. Your developers, Skedulo professional services, or an implementation partner can build the connection using APIs and custom integration logic. The approach depends on the system’s interfaces and the workflow you need.

Yes. Custom objects and fields defined in Pulse Platform are included in its GraphQL schema. Integrations can query and update those records alongside standard objects, including relationships between them.

Triggered actions and webhooks can respond when tracked records are created, updated, or deleted. Configure the conditions and data for the response. Triggered actions can call another system or send an SMS, while functions add custom validation, transformation, or routing.

API requests use access tokens. Access depends on the identity and permissions used by the integration. On Pulse Platform, record access policies can further restrict record access for users subject to those policies.

Skedulo provides execution logs and automatic retries within defined limits for triggered actions and webhooks. End-to-end monitoring, replay of missed updates, and reconciliation between systems need to be addressed in the integration design. Your delivery team defines which system or tool handles each control.

Explore Skedulo’s integrations directory for featured systems, or speak with an integration expert about your requirements. Confirm the available data flows, setup, and support for your system. If a packaged connection isn’t available, the team can assess a custom integration.

Let's talk integrations.

Tell us which systems you use and what needs to move between them. We'll help scope the connection.