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Feature guide

Use XD API with confidence

Part of the etellu platform
Mobile API, mobile redirect helpers, and app settings bootstrap.

How to use XD API

Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.

1

Open the feature

Start from the related area in etellu and choose the record, customer, or workflow you want to work on.

2

Add or review the details

Enter the information the team needs, then check that the saved record matches the real situation.

3

Take the next action

Assign work, send a message, update a status, or complete the workflow from the same context.

4

Check the result

Return to the record or dashboard to confirm the update and continue the follow-up.

Where it helps

XD API helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.

Best next step

Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.

Ready to use XD API?

Sign in and continue from the customer, lead, task, report, or billing area connected to your work.

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