O-Key AI API integration services (OpenData CRM sync & protocol analysis)

1) Contact graph and account binding API

We expose normalized contact entities from O-Key AI mobile CRM screens into a stable API contract with canonical fields such as contact_id, phone, owner_id, lifecycle_stage, and last_interaction_at. This module supports deduplication and merge logic so your data warehouse does not treat one customer as several records after repeated imports.

Concrete use: unify mobile-collected lead records with website and campaign leads in a single customer table for attribution reporting and segment-based outreach.

2) Call schedule and reminder synchronization

The scheduling module captures planned calls, reminder windows, completion states, and assignee metadata from app workflows. We publish these as date-filtered API endpoints and optional webhooks so operations teams can monitor overdue sales activities by rep, region, or product line.

Concrete use: trigger escalation when high-value deals miss two consecutive follow-ups, then write that event into a manager dashboard.

3) Deal pipeline and stage transition feed

This integration service maps O-Key AI deal cards and stage transitions into event-style payloads. You can query both current snapshots and historical transitions, which is necessary for measuring velocity by stage and identifying pipeline leakage.

Concrete use: reconciliation with finance forecasts by comparing expected close dates from CRM against invoicing milestones.

4) Communication history and notes export

We deliver interfaces that extract communication logs and user-entered notes with source-channel identifiers, event timestamps, and operator context. This enables customer support and sales leadership teams to review complete relationship history without forcing users to switch apps.

Concrete use: build a service timeline view that combines outreach messages, follow-up notes, and support callbacks for churn prevention reviews.

5) Analytics-ready data mart delivery

Beyond raw APIs, we can deliver scheduled extraction scripts and schema-mapped exports for BI tools. This includes incremental sync design, cursor-based paging, and auditable job logs so data teams can trust daily refreshes.

Concrete use: weekly conversion dashboard with cohort drill-down by lead source, representative, and engagement channel.

Auth/session exchange (pseudocode)

POST /api/v1/okey/session/exchange
Content-Type: application/json

{
  "grant_type": "authorized_app_session",
  "device_id": "android-uuid",
  "session_proof": "",
  "scope": ["contacts:read", "deals:read", "activities:read"]
}

200 OK
{
  "access_token": "eyJ...",
  "expires_in": 3600,
  "refresh_token": "r_...",
  "tenant_id": "org_2198"
}

Deal timeline query (pseudocode)

GET /api/v1/okey/deals/timeline?from=2026-01-01&to=2026-01-31&page=1
Authorization: Bearer <ACCESS_TOKEN>

200 OK
{
  "items": [
    {
      "deal_id": "d_5821",
      "stage": "proposal_sent",
      "owner_id": "u_91",
      "value": 12400,
      "currency": "USD",
      "changed_at": "2026-01-13T09:17:20Z"
    }
  ],
  "next_page": 2
}

Webhook and retry model (pseudocode)

POST /api/v1/okey/webhooks
{
  "event": "activity.reminder_overdue",
  "target_url": "https://client.example.com/hooks/okey",
  "signing_secret": "whsec_xxx"
}

# Receiver pattern
if !verify_signature(request):
    return 401
if is_duplicate(event_id):
    return 202
process_event(payload)
return 204

Compliance & privacy

For EU-facing sales data, GDPR is the baseline standard: lawful basis definition, purpose limitation, minimization, and data subject rights support are designed into the integration contract. If customer operations involve payment-linked workflows or regulated financial institutions, we align data-sharing controls with local OpenBanking-style consent and audit expectations, even when the source app itself is a CRM product rather than a bank app.

Our delivery model includes retention-policy configuration, encrypted transit/storage recommendations, role-based access scoping, and traceable consent or legitimate-interest records where applicable.

Data flow / architecture

A typical pipeline uses four nodes: O-Key AI Mobile App → Authorized Ingestion Layer → Normalized Storage + Event Log → Client APIs / BI Outputs. The ingestion layer validates auth context and rate limits, normalization maps app entities to stable schemas, and output services provide both pull APIs and webhook pushes for downstream systems.

Market positioning & user profile

O-Key AI is positioned as a mobile-first CRM for sales practitioners and small-to-mid teams that need fast contact/deal execution in the field. Platform footprint spans Android and iOS, with listings visible in global app stores and regional channels. The core user profile is B2B/B2C sales operators, account managers, and customer service teams that prioritize on-device workflow speed over desktop-only CRM usage.

Deliverables

• Protocol analysis report: authorization flow, request chain, payload mapping, risk notes
• Runnable API source code (Node.js / Python options) with environment templates
• OpenAPI/Swagger interface documentation and endpoint examples
• Automated extraction scripts for scheduled sync and CSV/JSON delivery
• Integration test plan: auth, paging, retries, and failure-path validation

Engagement models: (1) source code delivery from $300 with documentation and acceptance-first payment, or (2) hosted pay-per-call API access for teams that prefer usage-based spend.

Workflow

1. Requirement intake: you provide target app name and integration outcomes.
2. Protocol analysis: authorized interface behavior is documented into an implementation plan.
3. Build and refactor: endpoints, auth lifecycle, and sync jobs are implemented.
4. Validation: test data runs, error simulation, and compatibility checks are executed.
5. Delivery: source code, docs, and handover session are completed.

FAQ

What do you need to start? Target app name, required data entities, expected output format, and preferred runtime environment.

Can you support both Android and iOS contexts? Yes. Our delivery model is platform-aware and focuses on stable backend-facing interfaces.

How long does a first delivery take? Most single-app CRM modules land in 5-15 business days depending on auth complexity and data volume.

About our studio

We are a technical integration studio focused on app interface integration and authorized API integration for global clients. Team members come from mobile engineering and fintech delivery backgrounds, with hands-on experience in protocol analysis, interface refactoring, and structured data extraction for production systems.

Our practice covers OpenData integration architecture, third-party interface orchestration, automated script delivery, and implementation documentation that engineering teams can run and extend. We prioritize clear contracts, observable pipelines, and practical compliance controls over one-off scripts that break after version changes.

For organizations scaling sales operations across regions, we help convert fragmented mobile CRM data into reusable APIs and governed data assets that support analytics, automation, and customer-service continuity.

Contact information

To request a quote, submit the app and requirement list, or discuss integration scope, use the contact page below.

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