Custom Features

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API

API

Trafft’s API capabilities now include the ability to add, delete, and edit client information seamlessly. These new endpoints empower developers to integrate Trafft’s client management functionality into their custom applications and workflows. By leveraging these APIs, you can automate client-related operations, reduce manual effort, and ensure accurate data synchronization across platforms.

You can find detailed instructions for configuring API endpoints at the following link.

Use Cases:

  • Automated Client Onboarding
    Integrate the API with your CRM or lead management system to automatically create new client records in Trafft when a lead converts into a customer.
  • Bulk Client Updates
    Use the API to modify client information, such as contact details or preferences, across multiple records in one streamlined process.
  • Client Removal Automation
    Ensure data hygiene and compliance by programmatically deleting client records when a user opts out of your services or when retention policies require it.
  • Custom Client Portals
    Empower end-users with self-service portals where they can update their information, with real-time synchronization to Trafft via the API.
  • Integration with Third-party Platforms
    Sync client data between Trafft and external platforms like email marketing tools or accounting software to maintain consistency and avoid duplication.

Have more questions?

If you face an issue, and cannot find an answer in the documentation, feel free to submit a support ticket!