Using the REST API for Custom Integrations
Our REST API allows for powerful custom integrations with your existing systems.
Key features:
- OAuth 2.0 authentication
- JSON response format
- Rate limit of 5000 requests per hour
- Comprehensive endpoint documentation
To get started:
- Generate API credentials in your admin portal
- Review our API documentation
- Test endpoints in our sandbox environment
- Implement in your development environment
Our developer support team is available to assist with complex integration scenarios.
Related Articles
Creating Custom Fields
Tailor the system to your specific needs with custom fields: Navigate to Settings > Customization > Fields Select the object type (Contacts, Accounts, etc.) Click "New Field" Choose the field type (text, number, dropdown, etc.) Name your field and ...
Connecting with Third-Party Applications
Our platform offers robust integration capabilities with popular business tools: Email Integration Microsoft 365 Gmail Exchange Server Accounting Software QuickBooks Xero Sage Marketing Platforms Mailchimp HubSpot Marketo Document Management Google ...
Using Zapier to Connect with Other Applications
Common integrations include connecting with email marketing platforms, project management tools, and document storage services. Extend functionality by connecting to 3,000+ applications through Zapier: Create accounts in both our platform and Zapier ...
Understanding Data Encryption and Protection
We implement multiple layers of security to protect your data: In Transit Security All data transmitted using 256-bit SSL/TLS encryption Secure API connections with token-based authentication At Rest Security Database encryption for sensitive ...
Creating Custom Dashboards
Build personalized dashboards to monitor key metrics: Go to Analytics > Dashboards Click "New Dashboard" Name your dashboard Add widgets by clicking the "+" button Configure each widget with specific data sources and visualisation types Arrange ...