Bring AroFlo information into LANA so teams can see customer and job activity alongside their conversations and follow-up workflows.

Planned features

Sync AroFlo clients, contacts and locations to the corresponding records in LANA.

Bring quotes and tasks into LANA and associate them with the right customer and opportunity.

Update LANA when relevant AroFlo quote or task details and statuses change.

Use AroFlo information to support follow-ups, notifications and customer communication in LANA.

Apply mapping and filters so teams can control which AroFlo records appear in LANA.

This phase will use AroFlo API v2. The update method and final set of synced fields will be confirmed during implementation, based on the change tracking capabilities available in the API.