Phone-number matching
The configured GetConnector provides the relation and phone fields used to recognise debtors and creditors.
Available
AFAS
Transcripts stored as dossier items for the right debtor or creditor.
Calls2CRM uses an AFAS GetConnector to search by the external phone number. One result is stored automatically as a dossier item; no or multiple results remain available for review.
How this integration works
Searches
Debtors and creditors
Posts as
KnSubject dossier item
Access
Organisation OAuth
Employee
Optional submitter or responsible user
Capabilities
What does Calls2CRM do with AFAS?
Complete dossier item
The subject, date, summary, key points and full transcript are recorded in AFAS.
On behalf of the employee
An AFAS user ID can be used per employee as submitter and/or responsible user. A fixed default remains possible.
Manual review when needed
No or multiple matches are never posted at random and remain available for linking in the portal.
Configuration
What needs to be configured?
Technical credentials can be entered securely in the Calls2CRM portal later. Do not share API keys or passwords through the contact form.
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01
AFAS environment and OAuth
Enter the Profit REST API URL, Client ID and Client Secret for the organisation connection.
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02
GetConnector
Create a GetConnector with the required relation, name and phone fields and enter its name in Calls2CRM.
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03
Subject type and permissions
Enter the subject type and grant the AppConnector access to the KnSubject UpdateConnector.
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04
User mapping (optional)
Enter the AFAS user ID for each Calls2CRM user when posts should be attributed to that employee.
Calls2CRM + AFAS
Would you like to connect AFAS to your telephony?
Tell us which environment you use. We will discuss the setup and check together whether all required information is available.