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, risk items, 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.

To download the API collection visit this page