Oct 30, 2023
🙏 Thank You 🙏
Ben Gower
We’re excited to announce new API features that make it easy to integrate Roger with your favorite CRM. The most common use cases for CRM integration with Roger are:
Drafting Roger contracts using data from your CRM, and
Keeping your CRM up to date when Roger contracts are signed.
You can use our new Roger APIs today to solve both of these use cases!
Drafting Roger contracts using data from your CRM
To create a new draft contract in Roger using information from your CRM, you can use Roger’s new Send Contract URL Parameters. You can configure your CRM to link directly to Roger’s Send Contract Page while passing along information from a CRM object to prepopulate a contract’s terms, prefill answers for your form questions, and provide contact information for the customer.
For more information about how to use the Send Contract URL Parameters, see the Drafting a Contract section of Roger’s API documentation.
Keeping your CRM up to date when Roger contracts are signed
Starting today, you can also notify your internal systems or third party applications when a contract has been signed. Using Roger’s Webhooks, you can configure notifications in the form of HTTP POST requests, making it easy to plug Contract Signed events into your CRM. This makes it easy to keep leads and opportunities in your CRM up to date without manual data entry.
For more information about how to create and configure Roger’s Webhooks, see the Webhooks section of Roger’s API documentation.
What’s coming next?
We can’t wait to see what other clever integrations and applications will be created by the community of customers and developers. Stay tuned for more API features coming soon.
As always, please share your feedback, comments, or questions with us:
Leave us a note in the Roger dashboard
Email us at team@thanksroger.com