Connect Endear with your own API key and Iris can look up clients, read their notes, and add new notes and tasks. One short email to Endear opens up the rest of your data.
What Iris Can Do
Search by name and pull up a client, including whatever your team has added to their record.
Read existing client notes and tasks, and add new ones, right from a conversation with Iris.
See who's on your team in Endear, and update the details you track on a client.
Clenta doesn't need Endear to be the only place you keep client notes. Iris reads what's already there and adds to it where useful. If your team relies on Endear heavily today, we're happy to talk through where Clenta fits alongside it, not instead of it.
Connect
In Endear, go to your account's developer or API settings and copy your self-serve API key.
This is live the moment you save it. In your Clenta integration settings, paste the key under Endear and save. There's no waiting on anything: client search, notes, tasks, team, and custom fields work right away with this key alone.
Optional, and it's what opens up the rest of your Endear data. Send the email below to Endear support. It works as-is.
Data & Privacy
With the key alone, Iris stays on client search, notes, and tasks. It doesn't touch personal details, orders, or anything else until you ask Endear to open those up. Read the full privacy policy.