Tess

What the integration does

• Companies and contacts

  Both the company and the contact person from Tess can be used as a party.

• On Salesforce

  The integration runs over the Salesforce platform Tess is built on.

• No double entry

  You maintain relationship management in Tess and use it straight away in your document.

How it works

1. 1Ask Acuity for API access to your Tess environment.
2. 2Enter the details under Settings > Integrations in Instaclause.
3. 3Choose Tess as the source when identifying parties.

What you need

• An active Tess environment at Acuity
• API access to the underlying Salesforce platform
• Administrator rights in Instaclause

Other integrations

AdminPulseCRM & practice softwareBEPick your client straight from AdminPulse when identifying parties — name, address and company number come along.Read more Admin-Consult / Admin-ISCRM & practice softwareBEPull client and matter details from Admin-Consult or Admin-IS, over the API or the Comax agent.Read more FID-ManagerCRM & practice softwareBEUse your FID-Manager matters as the source for the parties in your document.Read more