Fergus icon

Fergus Integration

Job management software for trade businesses covering quotes, jobs, invoicing, and scheduling. Connect Fergus project activity to workflows that keep stakeholders and delivery tools up to date. Start from Watch Calendar Events, then use Get a Calendar Event or Get a Contact to move work forward.
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  • 2FA
  • Local Data Region

Supported triggers and actions for Fergus integration

Triggers can detect changes in Fergus and run actions that can create, search or modify data inside Fergus automatically [3] — exactly how you set them.

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    Watch Calendar EventsTriggers when a new calendar event is created or updated.
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    Watch ContactsTriggers when a new contact is added or updated.
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    Watch Customer InvoicesTriggers when new customer invoices are created or existing ones are updated.
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    Watch CustomersTriggers when a new customer is created or an existing customer is updated.
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    Watch EnquiriesTriggers when a new enquiry is received.
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    Watch Job QuotesTriggers when a new job quote is created or updated.
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    Watch JobsTriggers when new jobs are available.
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    Watch NotesTriggers when new notes are created or updated.
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    Watch Price BooksTriggers when a price book is updated or a new one is created.
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    Watch Price TiersTriggers when price tiers are updated or created.
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    Watch SitesTriggers when a new site is created or updated.
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    Watch UsersTriggers when a new user is created.
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    Get a Calendar EventRetrieves an existing calendar event.
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    Get a ContactRetrieves a specific contact.
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    Get a CustomerRetrieves a specific customer.
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    Get a Customer InvoiceRetrieves a specific customer invoice.
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    Get a FavouriteRetrieves favourites for a specific section.
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    Get a JobRetrieves a specific job.
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    Get a Job Financial SummaryRetrieves the financial summary for a job.
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    Get a Job PhaseRetrieves a specific job phase.

How to integrate Fergus in automation workflow?

3 simple steps to make your Fergus connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Fergus connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Fergus app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Fergus supports.

The following table illustrates what fields Fergus integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Fergus is connected in WEXTL builder.

Video slide demonstrates how Fergus is connected in WEXTL builder [4].

FieldTypeHelp
API TokenRequired
password

Generate your Personal Access Token in Fergus under Account Settings → API Keys. Paste the token here.

Connect Fergus to popular apps on WEXTL

Enter a name of the other app you want to sync with Fergus below. Click on selected app to explore integration options with Fergus. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Fergus integration

Select Watch Job Quotes trigger from Fergus - this will be a starting point in your automation. Whenever event happens in Fergus, workflow will start [7] from Watch Job Quotes node.

Search for Create a Job, connect it as the next step of integration sequence. You can use filters between Watch Job Quotes and Create a Job, so only important data pass from Watch Job Quotes to the next step. WEXTL gives you full control over the process of Fergus automation. All parts of workflow are visible on the canvas [4].

Fergus on WEXTL has 77 modules for building project management automations. Explore Fergus documentation for more.

Video slide demonstrates how Watch Job Quotes and Create a Job nodes are used in Fergus workflow.

Video slide demonstrates how Watch Job Quotes and Create a Job [6] nodes are used in Fergus workflow.

Frequently asked questions

Common questions about automating Fergus in your workflows.

Try Fergus on WEXTL®

Claim your 3-day trial to build Fergus integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the Fergus integration.

  1. Fergus integration source code, module specs and credentials implementation.
  2. Internal Fergus integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Fergus vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Fergus App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation