Skill UI

This guide provides a deep-dive solution for migrating comprehensive CRM data from various sources (like Salesforce, Pipedrive, or spreadsheets) into HubSpot. It supports data mapping, creating custom properties, and executes robust batch imports via API, ensuring data integrity and seamless re-platforming for marketing and sales workflows.

This bundle collects comprehensive diagnostic evidence from the MindTickle sales enablement API. It gathers data on API token validation, course catalog status, user enrollment, assessment progress, and CRM sync state. It allows users to diagnose complex issues like content gaps, scoring discrepancies, and SSO failures without requiring admin access, providing a complete diagnostic tarball for support teams.

This skill manages the end-to-end Navan expense reporting workflow. It allows users to retrieve detailed transaction data via API, automate multi-level approval workflows based on configured policies, and map expenses to specific General Ledger (GL) codes. It is designed to generate journal entry payloads for seamless synchronization with major accounting systems like NetSuite, Xero, and QuickBooks, streamlining financial reconciliation.

This skill guides users through optimizing corporate travel spending using the Navan platform. It covers analyzing historical booking data via REST API, configuring granular travel policies (flight/hotel caps), enforcing negotiated rates, tracking unused travel credits, and utilizing the Rewards program to maximize savings and ensure compliance for corporate expense management.

This skill provides a comprehensive guide for deploying Navan's connections to major enterprise platforms, including ERP systems (NetSuite, Xero), HRIS (Workday), and Identity Providers (Okta, Azure AD). It covers best practices for expense sync, user provisioning (SCIM), and Single Sign-On (SAML/OIDC) using APIs and admin configurations, ensuring secure and accurate data flow across disparate business systems.

This comprehensive playbook provides an end-to-end guide for migrating from legacy Travel Management Systems (like SAP Concur or other TMCs) to Navan. It covers critical phases including data inventory, user provisioning (via SCIM/API), manual policy recreation, parallel system running, and the final cutover checklist. Use this guide for planning and executing complex travel system migrations.

This skill provides comprehensive integration with the Podium API, a robust platform for managing business messaging, customer reviews, and payment processing. It utilizes OAuth2 authentication and REST API calls to automate complex business workflows, allowing users to retrieve location data, manage customer communications, and ensure reliable transaction handling. Ideal for automating customer service and core operational tasks within a SaaS business context.

This skill provides comprehensive integration patterns for the Procore construction management platform using its robust REST API and OAuth2 authentication. It is designed for automating critical construction workflows, such as managing project data, processing Requests for Information (RFIs), handling submittals, and interacting with core project management services programmatically.

A comprehensive guide and implementation pattern for integrating with the Procore platform using its REST API. This skill supports advanced project management workflows in construction, enabling users to automate tasks such as managing Requests for Information (RFIs), handling submittals, and interacting with company data via OAuth2 authentication. Use this when developing custom tools or scripts that require deep access to Procore project data.

A comprehensive guide for optimizing API calls and performance tuning within the Procore construction management platform. Learn implementation patterns using OAuth2 and the REST API to efficiently handle critical project management tasks, such as RFIs, submittals, and general project data retrieval.

This skill provides detailed instructions on implementing Procore API calls, focusing on OAuth2 authentication and robust error handling. It is crucial for automating tasks such as retrieving project data, managing RFIs, or handling submittals within a construction management workflow, ensuring reliable interaction while respecting API rate limits.

This workflow integrates with the Ramp API to manage corporate card transactions and expenses. It allows users to list, filter, and retrieve detailed transaction data, and crucially, sync these expenses directly to an accounting system (ERP). The process includes mapping transactions to general ledger accounts, making it ideal for finance teams handling expense reconciliation and accounting processes.