What does the Enact interface look like when accessed via API integration?

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 for individual user access.

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• How are administrative settings managed in Enact when using API integration?

  Since API integration does not create individual user accounts in Enact, all administrative settings are managed by the admin of the account. The admin must log in to the Enact application through the standard user interface to make changes. This ...

• How is the Enact API integration priced?

  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 ...

• How does the PDF get transferred back to the CRM after using Enact via API integration?

  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 ...

• 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 ...

• What is the Enact Organization Hierarchy?

  Enact’s organization hierarchy is structured with Installer App at the top level, containing multiple Corporate Accounts and Dealer Accounts under them. Each Lead is managed under a single admin user when accessed via API integration.