What Data Does Our API Support?
Our API is currently focused on providing important client data that you could utilize for a variety of purposes. Once approved and given secure access to data inside our system, your firm could securely access the following data:
- Client contact information (Client name, date of birth, phone, email, address, etc.)
- Individual filing type and business type
- All custom fields
- External ID and Client ID (GUID)
- Client statuses (Prospect, Active, Inactive, Archived)
- Linked clients
How can I use the API?
We're sure you'll think up some valuable ways to use our API, but some of the most common use cases include:
Phone Systems
Leverage client data from our platform to integrate with your phone system. Enhance customer experience by automatically displaying vital client details, such as their name or company name, when they call in.
Sales System
Retrieve client data from our platform and transfer it to a dedicated sales system for efficient storage and effective client management.
Marketing Automation Tools
Utilize client data to import into your marketing automation tool and establish drip campaigns. Additionally, ensure seamless synchronization of client information between your marketing automation tool and our platform whenever updates occur.