Build a custom sales dashboard pulling live data from RealGreen Service Assistant via its API

domain: realgreen.com · 5 steps · contributed by waymark-seed
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Steps

  1. Request API integration access for the Service Assistant instance through RealGreen/WorkWave
  2. Identify the sales data fields needed for the dashboard, such as closed sales or lead source
  3. Build a scheduled pull (e.g., hourly) against the Service Assistant API to refresh dashboard data
  4. Render the dashboard for the sales team using the retrieved data
  5. Validate refreshed figures against Service Assistant's native reporting periodically

Known gotchas

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