SeeClickFix Connect for Accela

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Important Note

The license for the third-party software's API utilized for this integration may require additional cost from that vendor. Please confirm your organization's API access and license with your third-party vendor.

Requirements

  • Accela Automation 7.3.2+

    • Customer-hosted (on-premise) or Accela-hosted (online)

  • Accela Mobile Office (AMO) license

    • Required for Agency user credentials

  • Accela Construct API (v4)

    • This is an Accela-hosted API, with which the SeeClickFix 311 CRM integration communicates.

    • The Construct API authenticates user identity using CivicID, using the industry-standard OAuth 2 protocol, which generates API access tokens.

    • The Construct API routes traffic asynchronously to your Accela Automation server, using the Accela Gateway.


Features

Address, Parcel, & Parcel Owner Lookup

Prior to creating a Record in Accela, the integration can query the Accela system for the following:

  • Parcel

  • Parcel Owner

  • Address (such as reverse geocode using X/Y map coordinates submitted on SeeClickFix 311 CRM)

    • If the address is not validated, the requester will receive an error message for address validation. The error message is customizable per customer. Address invalid error.

Submitting Requests

  • As requests are created on SeeClickFix 311 CRM, the Integration submits them to Accela individually (on the fly) as new Records.

    • For each record, the Integration can optionally populate the Accela address, parcel, and parcel owner (previously obtained).

    • For each record, the Integration can optionally submit Custom Forms.

      • If a SeeClickFix 311 CRM request includes an image, the Integration submits it to Accela as a Document on the Record.

Submitting Comments

  • As public comments are added on SeeClickFix 311 CRM, the Integration submits them to Accela individually (on-the-fly), as Comments on the Record.

  • If a comment includes an image, the Integration submits it to Accela as a Document on the Record.

Importing Comments

  • The Integration will periodically query Accela for Comments added to the Record and will import those intended for public consumption.

    • This “public” option is currently implemented using a comment prefix "To SCF:", lacking a standalone checkbox value for this purpose.

  • The Integration can optionally do the same for Comments on any Inspections attached to the Record.

Checking for Updates

  • The Integration will periodically query Accela for changes to the Record, to take the following actions:

    • The Integration will close the issue if the Accela Record has been closed.

    • The Integration can optionally comment on the issue with a pre-defined message if a specific Accela Record field matches a pre-configured value (such as Status = In Progress) or changes (such as Record Type changes from Illegal Dumping to Housing Complaint).

  • This query runs on a schedule, but can also be triggered on demand using the SeeClickFix 311 CRM internal system.