How to Integrate Your Website/Leads/Intakes with the Legal CRM - DIY Integration (API) Follow
#NoMore Manual Data Entry! Announcing DIY (Do-It-Yourself) 3rd Party Integrations!
(AKA Third party integrations, third-party integrations, 3rd-party integrations, 3rd party integrations, website integration, zippier integration, API integration)
Do you want the new leads from your website, call centers, or lead/intake vendors to automatically come into your Legal CRM portal? They can... let's get started!
Follow this article to let your vendors utilize the Legal CRM API.
What is an API?
An API is an automated way to share information between different apps. Your Legal CRM API allows your 3rd party vendor partners to “POST” new lead/intake/case data into your Legal CRM system 24/7/365!
What are 3rd party vendors?
Examples: Your Website/SEO Company, Live Chat, Call Center, Answering Services, Lead/Intake Providers, Marketing Vendors, etc
If you're looking for how to get your vendors started posting new information to your portal, this is the right tutorial.
Video Tutorial - 3rd Party Integration Tool
Only users with Admin Rights will have access to make the changes mentioned in this article. Please contact your IT department or the firm administrator if you do not have administrative access.
How to Send API Information for 3rd Party Integration
How to Configure Failure Notifications
How to Send API Information for 3rd Party Integration
Using the blue menu on the left-hand side of the screen, click on "Setup".
Navigate to the “3rd Party Integrations” page.
The information shown in the Vendor Email Template section is what will be sent to your vendor:
Complete the Integration Form by adding Your Vendor's Name and Vendor Email Address.
(Optional) You may change the Case Type as needed and also modify the Email CC: field to determine who gets the email CC on this Integration Form. For example, it may be a good idea to change the CC: if the person who will be replying to technical/website questions at your firm is different from the currently logged-in user.
Click "Send Email" to send the API information for your portal to your vendor.
How to Configure Failure Notifications
It's important to know if a post to your system fails, so your firm can ensure new information is not missing. Therefore, Your Legal CRM allows users to be notified if an API post to your system fails.
To configure the users who should get notified, locate the Failed API Post Notifications section on the 3rd Party Integrations page and select at least 1 user to receive the notifications:
You're all set! Your changes will automatically save, and the selected user(s) will be notified moving forward.
🤗 Thank you very much for choosing your legal CRM software!