API Integration Documentation
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 ...
What is a Sample API Request and Response
This FAQ provides a sample API request and response to help you understand how to interact with Enact's system programmatically. Sample Request: METHOD: POST URL: https://apitest.enact-systems.com/v2/lead/ Request Headers: x-api-key: <NIMAIA API KEY> ...
What is the Enact Organization Hierarchy?
Enact’s organization hierarchy is structured with Installer App at the top level, containing multiple Corporate Accounts and Dealer Accounts under them. Each Lead is managed under a single admin user when accessed via API integration.
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 ...
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 ...
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 ...
What does the Enact interface look like when accessed via API integration?
When using the Enact API integration, the platform operates in a streamlined mode. There is no top navigation header, no project settings, and no logoff buttons—since it’s an API-to-API connection managed under a single admin account, not intended ...
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 ...
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
Integrating with the Enact API: A Comprehensive Guide
Integrating with the Enact API enables seamless interaction with Enact's suite of services, facilitating efficient data management and operational workflows. This guide provides an overview of key integration aspects, including creating leads, ...