Send and receive data with a 3rd party app via API

App Development
1

Hey guys,

I have the opportunity to connect my mortgage CRM to a 3rd party mortgage sourcing system which would save our users a massive amount of time. They are not available to connect to via Make / Zapier etc. It’s common in the UK mortgage industry for CRM’s to do this.

I know nothing about API’s so would seek someone to do this for me but before i start this journey, I wanted to know if this is possible.

  • An action in my tadabase app triggers the API - is this via a webhook like Make?
  • we send data to the 3rd party app
  • the user goes to the 3rd party app to complete the mortgage research - they could spend some time doing this.
  • an action in their app triggers sending the data and pdfs back to tadabase to populate my tables
  • we currently upload pdfs to AWS - can a pdf received be uploaded to AWS?
  • if an ammendment is made, we want to send amended data to their app to the save record we have already created not create a new record.

Forgive me if i understand this completely wrong, any guidance on the process is welcome.

Thanks

Richard

2

@partners would anyone like to jump in here to advise?

1 Like
3

as long as they have their API docs then it is possible. You can directly call them using Pipes or use HTTP module from Make.

1 Like
4

Hi @richardch372 ,

Usually you would have a form in Tadabase with the mortgage information (term, interest rate, etc.) that, when submitted, sends the required parameters through an API, gets the results, and updates Tadabase.

Ideally, we make it so your users don’t have to login to the 3rd party app.

The process is similar to what you have described, it would be something like this:

  • The API is triggered by a form or action (Similar to a webhook with parameters, but there will be more security settings, possibly a token that changes every X minutes).
  • Data (parameters) is sent to the provider, processed, and the provider sends a response
  • The response might need processing before it can be saved to Tadabase. For example, if it’s an array that needs to create many records.
  • Processing can be done in AWS, PDFs can also be stored there if you want.
  • Amendments might need a slightly different API call.

We did a few APIs for mortgage providers in the past, let me know if you need help.

Martin