Watch: Full API Integration Flow – From Zoho CRM to Enact and Back
Watch: Full API Integration Flow – From Zoho CRM to Enact and Back
Curious how the Enact API integration works in real-time?
Watch this short video walkthrough demonstrating the full user journey—from initiating a project in your CRM, seamlessly launching Enact, creating a design, selecting the PDF, and returning to the CRM with the final document, data and images. This visual guide gives you a clear picture of the streamlined workflow in action.
After completing a design in Enact, users must first select or download the PDF under "Publish Proposal". Once the PDF is ready, clicking the “Back to CRM” button will trigger the system to send the selected PDF back to your CRM automatically. This ...
If the API integration is not correctly configured, users may see the default “Finish” button instead of “Back to CRM” on the FInance page. This indicates the system is not recognizing the API context. To resolve this, ensure that the correct API ...
Enact API is an enterprise level agreement. For API discussions, Enact need to partner and understand the planned volume of projects, users, designs that will be typically done by the Installer over the course of a year. Contact Us for initiating a ...
When using the Enact API integration, the platform operates in a streamlined mode. There is no top navigation header, no project settings, and no logoff buttons—since it’s an API-to-API connection managed under a single admin account, not intended ...
Integrating with the Enact API enables seamless interaction with Enact's suite of services, facilitating efficient data management and operational workflows. This guide provides an overview of key integration aspects, including creating leads, ...