/ Connect your CRM with Confidence
Get Started
Reduce data entry by pulling new leads and applications directly from your CRM using
The Roxwrite API
/ Benefits
Single source
of truth
across all systems
Eliminate duplicate work
and create the same application in different platforms
Reduce errors
by ensuring all your applications have the same data
Save time
and increase efficiencies
/ How it works
1.

Create customer/ opportunity in CRM

2.

Using API, the workflow creates an application in Roxwrite

3.

Underwriters investigate in Roxwrite

4.

A decision is made and the “Application Status” updated in Roxwrite

5.

CRM workflow uses API to fetch the “Application Status”

6.

Relevant documents are downloaded from Roxwrite and attached in the CRM

7.

Application data continues to be stored in both CRM and Roxwrite

Get Started
/ Developer Workflow
1.

Set up your development environment using the Roxwrite Sandbox

2.

Retrieve the Token and renew it if it expires

(see Login into App)

3.

Retrieve your client-id, this field is required in the three endpoints that work with Application data

(see Get currently logged in user's info)

4.

Use the List/Create Applications and Download Files API

5.

Download the files using REST and add them to your system

/ What You’ll Need
API key
Readme Documentation:
‍• roxwrite.readme.io
Production
‍• UI:
‍app.roxwrite.com
‍• API:
‍api.app.roxwrite.com

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