The Setout API gives your practice full programmatic access to your project data. Everything you can do in the web interface, you can do through the API — create projects, log time, update stages, share documents, and more. It is the foundation for integrating Setout into your existing workflows.
Webhooks provide real-time event notifications, so you can trigger automations when things happen — send a Slack message when a client makes a decision, update your accounting system when an invoice is generated, or sync project milestones to your calendar. The Zapier integration extends this to over 5,000 apps without writing any code.
For practices with specific reporting needs, the API lets you build bespoke dashboards and reports that pull live data from Setout. Connect to your BI tools, build custom views for different stakeholders, or create automated reports that run on a schedule. Bulk operations make it straightforward to migrate data from other tools, so switching to Setout does not mean starting from scratch.
Custom module development
Setout is built on a modular, extensible architecture. Every feature group — Projects, Client Portal, Time & Billing — is a self-contained module with its own data, UI, and API surface. This means the platform can be extended with custom modules built specifically for your practice’s workflow.
Custom modules sit alongside the standard modules and integrate with the same project, client, and team data. They appear in the portal, the dashboard, and reporting — just like first-party features.
Examples of custom modules practices have asked about:
- Contractor management — track subcontractor agreements, insurance, qualifications, and availability per project
- Compliance tracking — map deliverables to regulatory requirements (NCC, planning conditions, certifier checklists)
- Procurement / FF&E — manage furniture, fixtures, and equipment selections with supplier quotes and client approvals
- Sustainability scoring — track and report on sustainability targets (NatHERS, Green Star) across projects
Custom module development is available on Pro and Premium plans, quoted per engagement. Talk to us about your requirements.
