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Integrate with Pax8
Integrate with Pax8
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Written by Mikel Wellsmore
Updated over a year ago

Gorelo offers integration with Pax8 which allows you to dynamically adjust contract quantities based on Pax8 subscriptions.

Step 1: Complete the base integration

  1. In the left-menu navigate to Settings

  2. Navigate to Integration

  3. Click the โš™๏ธcog icon to configure Pax8

  4. Fill out the required fields:

    1. Click on your profile icon in the top-right and select Integrations

    2. Click the green Create button

    3. Give it the name 'Gorelo'

    4. Copy the Client ID and Client Secret into Gorelo

  5. Toggle on 'Create Pax8 Client...' if desired and fill out the Contact Information fields (these will be used on all orders in Pax8)

  6. Click Connect and the Client <-> Company mapping screen will appear

  7. Map Gorelo clients to the appropriate Pax8 companies

  8. Click Map when complete

Step 2: Automatically adjust contract quantities based on Pax8 subscriptions

  1. Tie contract item quantities to Pax8 subscriptions to automate your billing -- see here for further guidance: [[coming soon]]

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