Skip to main content

Unanet

The Unanet connector enables easy and secure data synchronization between your application and your customers’ Unanet accounts through unified data models.

​
Authorization

The Unanet connector uses OAuth for secure authentication. When creating a connection, the required OAuth scopes are automatically configured based on your specific operations needs (e.g. genericContact::create, genericUser::list).

✓ Automatic token refresh handling
✓ Proactive insufficient permissions detection

View our step-by-step integration guideWhitelabel
Supported
You can choose to provide your own set of clientId and clientSecret for this connector from the Morph Cloud dashboard; allowing a fully whitelabled experience for your end-customers.
import { Morph } from "@runmorph/cloud";

const morph = Morph({ publicKey: "pk_demo_xxxxxxxxxxxxxxx", secretKey: "sk_demo_xxxxxxxxxxxxxxx"}); 

// create a new connection
const connection = morph.connections({ connectorId: "unanet", ownerId: "demo" });
await connection.create({ operations:[ "genericContact::list" ]});

// auhtorize the connection
const { auhtorizationUrl } = await connection.authorize();

// redirect the user to the auhtorizationUrl

Live Demo
Select a connector below to experience our seamless authentication flow and see how easy it is to connect third-party services.

​
Models

​
Generic

The Unanet connector seamlessly integrates with our unified genericContact model, enabling you to manage Contacts with rich data including firstName, lastName, phoneNumber, email and other key details

API Reference
GET/resources/genericContactList and Search Unanet Contacts
GET/resources/genericContact/:idRetrieve a Unanet Contact
POST/resources/genericContactCreate a Unanet Contact
PATCH/resources/genericContact/:idUpdate a Unanet Contact
DEL/resources/genericContact/:idDelete a Unanet Contact
Custom Fields
Supported
The Unanet connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Unanet Contact custom fields to the unified contact model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Contact model details

The Unanet connector seamlessly integrates with our unified genericCompany model, enabling you to manage Companies with rich data including name and other key details

API Reference
GET/resources/genericCompanyList and Search Unanet Companies
GET/resources/genericCompany/:idRetrieve a Unanet Company
POST/resources/genericCompanyCreate a Unanet Company
PATCH/resources/genericCompany/:idUpdate a Unanet Company
DEL/resources/genericCompany/:idDelete a Unanet Company
Custom Fields
Supported
The Unanet connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Unanet Company custom fields to the unified company model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Company model details

The Unanet connector seamlessly integrates with our unified genericUser model, enabling you to manage Users with rich data including firstName, lastName, email and other key details

API Reference
GET/resources/genericUserList and Search Unanet Users
GET/resources/genericUser/:idRetrieve a Unanet User
POST/resources/genericUserCreate a Unanet User
PATCH/resources/genericUser/:idUpdate a Unanet User
DEL/resources/genericUser/:idDelete a Unanet User
Custom Fields
Supported
The Unanet connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Unanet User custom fields to the unified user model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view User model details

The Unanet connector seamlessly integrates with our unified genericWorkspace model, enabling you to manage Workspaces with rich data including name and other key details

API Reference
GET/resources/genericWorkspaceList and Search Unanet Workspaces
GET/resources/genericWorkspace/:idRetrieve a Unanet Workspace
POST/resources/genericWorkspaceCreate a Unanet Workspace
PATCH/resources/genericWorkspace/:idUpdate a Unanet Workspace
DEL/resources/genericWorkspace/:idDelete a Unanet Workspace
Custom Fields
Supported
The Unanet connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Unanet Workspace custom fields to the unified workspace model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Workspace model details

​
CRM

The Unanet connector seamlessly integrates with our unified crmOpportunity model, enabling you to manage Opportunities with rich data including name, amount, currency, pipeline, stage and other key details

API Reference
GET/resources/crmOpportunityList and Search Unanet Opportunities
GET/resources/crmOpportunity/:idRetrieve a Unanet Opportunity
POST/resources/crmOpportunityCreate a Unanet Opportunity
PATCH/resources/crmOpportunity/:idUpdate a Unanet Opportunity
DEL/resources/crmOpportunity/:idDelete a Unanet Opportunity
Custom Fields
Supported
The Unanet connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Unanet Opportunity custom fields to the unified opportunity model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Opportunity model details

The Unanet connector seamlessly integrates with our unified crmPipeline model, enabling you to manage Pipelines with rich data including name, stages and other key details

API Reference
GET/resources/crmPipelineList and Search Unanet Pipelines
GET/resources/crmPipeline/:idRetrieve a Unanet Pipeline
POST/resources/crmPipelineCreate a Unanet Pipeline
PATCH/resources/crmPipeline/:idUpdate a Unanet Pipeline
DEL/resources/crmPipeline/:idDelete a Unanet Pipeline

view Pipeline model details

The Unanet connector seamlessly integrates with our unified crmStage model, enabling you to manage Stages with rich data including pipeline, name, type and other key details

API Reference
GET/resources/crmStageList and Search Unanet Stages
GET/resources/crmStage/:idRetrieve a Unanet Stage
POST/resources/crmStageCreate a Unanet Stage
PATCH/resources/crmStage/:idUpdate a Unanet Stage
DEL/resources/crmStage/:idDelete a Unanet Stage

view Stage model details

The Unanet connector seamlessly integrates with our unified crmEngagement model, enabling you to manage Engagements with rich data including type, direction, status, title, description and other key details

API Reference
GET/resources/crmEngagementList and Search Unanet Engagements
GET/resources/crmEngagement/:idRetrieve a Unanet Engagement
POST/resources/crmEngagementCreate a Unanet Engagement
PATCH/resources/crmEngagement/:idUpdate a Unanet Engagement
DEL/resources/crmEngagement/:idDelete a Unanet Engagement
Custom Fields
Supported
The Unanet connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Unanet Engagement custom fields to the unified engagement model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Engagement model details

​
Accounting

The Unanet connector seamlessly integrates with our unified accountingInvoice model, enabling you to manage Invoices with rich data including number, customer, company, issueDate, dueDate and other key details

API Reference
GET/resources/accountingInvoiceList and Search Unanet Invoices
GET/resources/accountingInvoice/:idRetrieve a Unanet Invoice
POST/resources/accountingInvoiceCreate a Unanet Invoice
PATCH/resources/accountingInvoice/:idUpdate a Unanet Invoice
DEL/resources/accountingInvoice/:idDelete a Unanet Invoice

view Invoice model details

The Unanet connector seamlessly integrates with our unified accountingInvoiceItem model, enabling you to manage Invoice Items with rich data including description, quantity, unitPrice, amount, taxRate and other key details

API Reference
GET/resources/accountingInvoiceItemList and Search Unanet Invoice Items
GET/resources/accountingInvoiceItem/:idRetrieve a Unanet Invoice Item
POST/resources/accountingInvoiceItemCreate a Unanet Invoice Item
PATCH/resources/accountingInvoiceItem/:idUpdate a Unanet Invoice Item
DEL/resources/accountingInvoiceItem/:idDelete a Unanet Invoice Item

view Invoice Item model details

​
Custom

Supported
Can’t find the unified model you need? The Unanet connector supports your own custom model.

​
Webhooks

The Unanet connector supports real-time event subscriptions, allowing you to receive instant notifications when records are created, updated, or deleted. Below are the supported models and their corresponding triggers.
ModelsCreatedUpdatedDeletedAPI Reference
genericContactview event
genericCompanyview event
genericUserview event
genericWorkspaceview event
crmOpportunityview event
crmPipelineview event
crmStageview event
accountingInvoiceview event
accountingInvoiceItemview event
crmEngagementview event

​
Proxy

Supported
The Unanet connector supports our Proxy Request feature, allowing you to directly call any endpoints from Unanet’s public API without needing to handle authentication. Your customer’s token will be automatically set and refreshed as needed, enabling quick implementation of custom connector behaviors. View API Reference.