What happens if the “Back to CRM” button doesn’t appear in Enact Finance Page?
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 parameters—especially the jump-back URL—are properly set in the integration setup.
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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 ...
Do I see individual users in Enact when the API is integrated?
The Enact API integration is an API-to-API connection, meaning it doesn’t involve individual user accounts. All designs and data are created and managed under the main admin user, not separate user profiles
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 ...