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Shield API
  • Introduction
  • Functional overview
  • Data Dictionary
  • Authorization
    • Auth API Overview
    • Authorization management
  • Policies
    • Policies API Overview
    • Policy management
    • User management
      • User creation examples
    • Risk Item management
      • Risk item creation examples
      • Risk Item Asset Management
    • Subscriptions
  • Claims
    • Claims Overview
    • Claims Management
      • Claim Creation Examples
      • Claims Asset Management
    • Workflows Management
  • Integrations
    • Authorization
    • Webhooks configuration
    • Fetch Risk items
    • Fetch Claims
    • Fetch Orders
  • Links & Resources
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Integrations

Integrations and Data Synchronization

This section outlines how to seamlessly integrate our backend services with external systems such as CRMs, ERPs, or BI tools, ensuring fluid synchronization of user data and activities. You will learn to implement webhooks that notify your system of new entries, enabling real-time updates on policies, claims, and more.

Configure webhooks to receive alerts for new data entries on your specified URL. Use GET endpoints to fetch detailed lists of risk items, claims, and users/groups with support for pagination, allowing for comprehensive data downloads.

Follow the step-by-step instructions provided in this guide to link your platform with our system effectively. This ensures that all user activities and transactions are consistently synced back to your platform, enhancing your ability to manage and analyze information across systems.

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Last updated 6 months ago