Add Documents VIA API | Voters

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Add Documents VIA API

Craig Seaton

This is one function that would be so useful. We create a lot of MAilMerged PDF and Word Documents in separate applications and it would be so useful if we could add them straight to a customer record.

December 2, 2020

Chris Jones

Same, we use docupilot and use/through zapier/flowxo to post the created document back in to FLG. It would be significantly better if this was Native as there is a-lot of cost and effort in having separate systems.

Karen Barker

Thanks for the idea Craig Seaton

Craig Seaton

Karen Barker: At the moment we store them on our servers and create a letter with a URL Link to the document - Not as integrated as loading them to FLG but it works, but as Chris (Chris Jones:) says a native API call would be so much better