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Developer integration

Build connections with clear data contracts and ownership.

Some workflows need a connection that a named connector does not cover. Pixie CRM's API integration offering provides a starting point for assessing those requirements. A useful integration contract explains which records move, what authorises the action and how both teams know whether the exchange succeeded.

REST API · an example workflow
01Customer context02Team action03Result checked
  1. 01Customer context
  2. 02Team action
  3. 03Result checked

Keep the customer context, responsible person and next step together. Start with a familiar task, agree the information the team needs and check the result with the people who will use it.

Define the business event before the endpoint

Describe the outcome you need: a qualified lead is created, a customer update reaches another system or a completed action starts the next workflow. Identify the source of truth, record identifiers and required fields. Agree which actions the connection is allowed to perform and how credentials are managed. Endpoint coverage, authentication methods and event support need to be confirmed against the available documentation and your proposed configuration.

Design the failure path with the successful one

Network failures, repeated events and invalid records are ordinary integration concerns. Decide how retries are limited, how duplicate processing is prevented and which errors require a person to intervene. Keep useful correlation references so staff can trace a transaction without storing unnecessary sensitive data in logs. Establish an owner for monitoring and for changes to the connected systems. Validate a representative exchange and its failure cases before relying on it in a live customer process.

Useful answers

What you might
be wondering.

Practical details for a better informed conversation.

Where can developers get the applicable API details?

Describe the intended integration through the enquiry form. The next step is to confirm the relevant interface documentation, access arrangements and supported operations for the proposed solution; this page does not define endpoints or credentials.

Are webhooks available for every change?

Event coverage needs to be verified for the required workflow. Specify the event, payload and delivery requirements, then confirm whether a supported webhook, another API pattern or additional implementation work is appropriate.

Your workflow is a good place to start

Tell us what a better working day looks like.

Bring your current tools, your priorities and the handovers you want to improve. We’ll help you define a useful next step.

Discuss your requirementsAlready a customer? Open MyAccount

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Keep your ticket reference.

Put it into practice with Pixie CRM

Explore the tasks behind REST API. Check the guide against your enabled modules and role, then confirm the result in your workspace.

Find modules, practical guidance and support.

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