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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Website Lead Capture Form
- Customer Portal Inquiry Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Management
- Create a New Booking
- Managing Existing Bookings
- Edit Booking Details
- Repeat / Recurring Bookings
- Delete Bookings
- Export Booking as PDF
- Booking Timeline
- Booking History Log
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Fieldworker Payroll Management
- Manage Fieldworker Payment for Bookings
- Setting Fieldworker Payment Per Service
- Accept Booking Request On Behalf of Fieldworker
- Admin Approval for Fieldworker Changes
- Manual Push to Google Calendar
- Change Booking Owner
- Contact Fieldworker Regarding Booking
- Contacting Customer Regarding Booking
- Sending Emails for a Booking
- Pause/Resume automated emails
- Pause/Resume automated SMS
- Sending Booking Confirmation
- Service Reminder Automation
- Request Fieldworker Updates
- View Booking Discussion
- Add a comment to a booking discussion
- Add Complaint to a booking
- Adding Booking Attachments
- Adding Images to Bookings
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- Creating New Quotes
- Edit Quote Details
- Edit Quote Number
- Claiming Quote Ownership
- Export Quote PDF
- Deleting Quotes
- Manage Quote Follow Up Date
- Adding Issues / Complaints to a Quote
- Adding Labels to Quotes
- Adding Attachments to a Quote
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- Invoice & Billing Management
- View Invoice Details
- Edit Invoice Breakdown
- Change Invoice Number
- Convert Invoice to Draft
- Convert an Invoice to Void
- Claim Invoice Ownership
- Deleting Invoices
- Managing Fieldworkers
- Fieldworkers & Subworkers
- Fieldworker Industry Label
- Managing Fieldworkers Lists
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Adding Fieldworkers
- Edit Fieldworker Details
- Update Fieldworker Profile
- Manage Fieldworker Profile
- Fieldworker Email Verification
- Fieldworker Active Services
- Fieldworker Service Areas
- Fieldworker Working Hours
- Manage Fieldworker Availability
- Fieldworker Bank Details
- Activate/Deactivate Fieldworkers
- Blocking / Unblocking Fieldworkers
- Contacting Fieldworkers
- Sending Emails to Fieldworkers
- Sending SMS to Fieldworkers
- Fieldworker Received SMS
- Sending Messages to Fieldworkers via App
- Sending Messages to Fieldworkers Regarding Booking
- Fieldworker SMS Log
- Fieldworker Email Log
- Fieldworker Payment Agreement
- Fieldworker Payment Per Service
- Fieldworker Service Commission
- Fieldworker Payroll Management
- Business Email Authentication
- Viewing company information
- Company Logos Setup
- Manage Trading Names
- Define Fieldworker Operational Locations
- Third-Party API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
- Managing Services Offering
- Creating a New Service
- Managing Service Categories
- Implement Bulk Discounts / Volume Pricing
- Geographical Pricing
- Creating a Service Package
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Custom Field Types
- Short Text Input (Text Field)
- Long Text Input (Text Box)
- Date Selection Input
- Time Selection Input
- Increment/Decrement Button (+/-)
- On/Off Selector (Toggle)
- Single Choice Button Display (Button Group)
- Single Choice Selector (Radio button)
- Single Choice Selector (Dropdown)
- Single Selection List Option Field
- Multi-Option Selector (Checkbox)
- Multi-Option Checkbox Button (Checkbox)
- Signature Custom Field
- Booking Settings Configuration
- Fieldworker Job Assignment Methods
- Fieldworker Permissions
- Fieldworker Profile Customization
- Customer Profile Customization
- Customer Dependents / Properties
- Importing Customer Dependents
- Managing Booking Status
- Complaint / Issue Status List
- Issue / Complaint Types
- Lead Sources List
- Decline Job Request Form
- Property Type List
- Label Management
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
Third-Party API Integrations
OctopusPro offers several external integrations to help you expand and automate key aspects of your business operations. From email marketing and mapping services to review and social media connectivity, each integration increases the efficiency and reach of your workflow. Below is an overview of the main integrations you can set up and how to configure them.
Available Integrations
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Mailchimp
Connect with Mailchimp to synchronize your OctopusPro contacts and manage email marketing campaigns. Keep your mailing lists updated automatically, send promotional emails, and automate newsletters or follow-up sequences.
Learn more: Mailchimp Integration -
Google Maps API
If your OctopusPro account is on the Unlimited subscription, you can enable Google Maps for geolocation services – including address lookups, route optimization, and live mapping. This feature significantly improves your location-based operations for fieldworkers and customers.
Learn more: Google Maps API Integration -
Google Reviews
Integrate your Google Reviews directly into the customer portal, showcasing testimonials to potential clients and streamlining how existing customers leave new reviews. This integration boosts credibility and fosters transparency regarding your services.
Learn more: -
Facebook App
Connect OctopusPro to your Facebook Page and Messenger, enabling you to manage bookings, communicate with customers, and encourage social media engagement. Automate inquiries and integrate appointment scheduling seamlessly with your Facebook business presence.
Learn more: Facebook Integration -
GCM and FCM Push Notifications
Required only if you have a branded mobile app from OctopusPro. These integrations allow push notifications for user devices on Android and iOS. Typically handled by OctopusPro’s development team, so no direct action is needed unless instructed.
Configuring an Integration
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Open Third-Party API Integrations:
Go to Settings > Third-Party API Integrations in your OctopusPro account. -
Add a New Integration:
Click New Developer Integration (API) or select the relevant integration if it already appears in the list. -
Provide API Credentials:
Each service requires specific credentials (e.g., API key, client secret). Enter the details provided by your third-party account and ensure they match exactly. -
Save & Verify:
Click Save to activate the integration. Some integrations may require verification or testing steps (e.g., sending a test email in Mailchimp or confirming a Google Maps API key).
Best Practices & Troubleshooting
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Keep Your Credentials Secure: Never share API keys or secrets publicly, and store them in a safe environment.
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Stay Updated: Monitor changes to third-party APIs or billing rules (e.g., Google’s usage limits for Maps, Facebook’s policy updates).
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Follow Each Service’s Guidelines: For more advanced features (such as segmenting an audience in Mailchimp or setting up advanced triggers in Google Maps), consult the relevant service’s documentation.
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Contact Support: If you experience persistent issues connecting or verifying your integration, reach out to OctopusPro’s support.
Summary
Properly configuring these Third-Party API Integrations ensures your business benefits from specialized external tools—like location services, online marketing solutions, and review platforms—fully integrated with your OctopusPro account. By leveraging these connections, you maintain consistent data flow, automate recurring tasks, and boost overall customer satisfaction.
Other Integrations available through the other setting pages include:
- Google Calendar Integration
- Square Payment Integration
- Stripe Payment Integration
- Authorize.net Payment Integration
- PayPal Payment Integration
- Checkout.com Payment Integration
- WePay Payment Integration
- eWay Payment Integration
- Tap Payment Integration
- PayFast Payment Integration
- Global Payments Integration
- Xero Integration
- Quickbooks Integration
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