We’re often asked if FluidReview can integrate with the other systems that our customers use within their organizations. The short answer is… yes!
FluidReview has an out-of-the-box integration with Salesforce.com, the world’s leading Constituent Relationship Management Software (CRM). We also have built-in capabilities for Single Sign-On Authentication, allowing users to log in to FluidReview with credentials they already have for another organization (SAML, CAS & OAuth).
But we know that everyone’s workflow is different and that there is no one-size-fits-all integration. That’s why today, we’ll cover some of the tools we provide that allow you to build your own custom integrations with FluidReview.
API (Application Program Interface)
Have you ever wished that there was a way to make things automatically happen in FluidReview when an event takes place in a different system? If yes, then our API is for you!
An API, or Application Program Interface, is an interface that allows for simple interaction between our code and yours. It’s a set of URLs that allow you to retrieve, update, and create awards, submissions, reports, etc… all in a format designed to make writing your own custom integrations as easy as possible.
So what does this mean for you? Almost all of the data that can be accessed in your FluidReview site can also be accessed and updated through the API, so the sky’s the limit in terms of what you can build with it.
For example, you could set up an event that creates a new applicant and submission in FluidReview when a contact is added to your CMS. Or, you could create an event that adds an individual to a specific reviewer team when their profile is updated in your CMS.
With the API you can build integrations to automate almost any task, and with 20+ different resources to interact with, there’s no shortage of places to start.
To find out more about getting started with the API and enhancing your workflow with FluidReview, check out our documentation
If your planned integration relies on things happening after a specific event has taken place in FluidReview, webhooks are the way to go.
Webhooks are notifications that are sent to a URL with data related to the event that they are set up on (submission data, user data, form responses…), and they’re easy to set up!
Webhooks are a type of trigger action, which means that any action that can be used to make something happen internally can also be used to fire a webhook.
These can come in handy in all sorts of cases. For example, if you want to to validate registration codes, discount codes, etc… through a 3rd party service and then show the appropriate payment task, or even if you want to get a file from an upload task when it’s completed so that you can automatically post it on your website.
With 30+ choices for webhook activation events, the possibilities for the integrations you can build are limitless.
Manual Data Export and Import
If you don’t have any developers on hand to make use of Webhooks or the API, don’t fret! You can also download data right from the administrator interface and manually import it into your system. You could also export data from your systems, and import it directly into FluidReview.
If you have any questions, we have a Solutions Engineering team that is available to discuss your integration requirements at your convenience. For more information, please contact your Account Executive or contact us today!..