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Data sources

  • CSV/Spreadsheets: PMS exports for tenants, units, leases, payments.
  • Cloud storage: S3/Drive for documents (leases, receipts, photos).
  • API: Use /api/v1/properties, /api/v1/tenants, /api/v1/maintenance for continuous sync.

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Automation hooks

  • Webhooks: /webhooks/workflow for screening decisions, maintenance events, KPI exports.
  • Exports: /api/v1/financial/exports to S3/Drive/webhook.
  • Notifications: Email/SMS/webhook for tenant and vendor comms.

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Common integrations

  • CRM/Helpdesk: Push decisions and tickets via webhook.
  • Accounting: Send ledger updates and KPI exports to S3/Drive for ingestion by accounting tools.
  • Portals: Embed CasaBoard metrics or webhook feeds for tenant/owner portals.

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Example webhook verification

curl -X POST https://example.com/webhooks/workflow \
  -H "X-CasaAI-Signature: sha256=abcd..." \
  -H "Content-Type: application/json" \
  -d '{ "type": "screening.decision", "status": "approved" }'

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Embedding dashboards

  • Export KPIs to S3/Drive and surface via BI embeds (Tableau/Power BI/Looker).
  • Use webhook streams for near-real-time dashboards in portals.