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Integrations Documentation

The WhiteLabelCRO platform provides comprehensive integration capabilities for connecting your credit repair business with external systems. This documentation covers all aspects of the integration platform, including webhooks, the Integration API, and implementation guides.

What You Can Integrate

The integration platform supports bidirectional data flow:

Outbound (WhiteLabelCRO to Your Systems): - Real-time event notifications when business events occur - 10 canonical event types covering client lifecycle, billing, documents, affiliates, and compliance

Inbound (Your Systems to WhiteLabelCRO): - Create leads and clients from external forms and landing pages - Update client and lead information - Add notes to client records - Create and update affiliate partners

Integration Methods

The platform offers two primary integration methods:

Method Best For Technical Requirements
Webhooks Custom systems, internal platforms, developers Endpoint hosting, signature verification
Integration API Zapier, n8n, Make, custom integrations API key, HTTP client

Both methods consume the same canonical events with identical payloads, ensuring consistent data regardless of integration approach.

v1 Capabilities

Events (10 total)

  • invoice.created, invoice.status_changed
  • payment.succeeded, payment.failed
  • client.created, client.status_changed, lead.created
  • affiliate.created
  • document.uploaded
  • agreement.signed

Actions (9 total)

  • Create Lead, Create Client, Update Client, Update Client Status
  • Add Client Note
  • Update Lead, Update Lead Status
  • Create Affiliate, Update Affiliate

Searches (2 total)

  • Find Client, Find Lead

Getting Started

Support

For integration support, contact integrations@wlcro.com and include: - Request ID (from X-Request-ID header) - Timestamp of the issue - Event type or endpoint being used - Error message and HTTP status code

Integration Architecture

flowchart LR
    CRM[WhiteLabelCRO CRM]
    Events[Event Stream]

    CRM -->|Emits| Events
    Events -->|Webhooks| Custom[Custom Systems]
    Events -->|REST Hooks| Zapier[Zapier]
    Events -->|REST Hooks| Tools[n8n / Make]

    Zapier -->|Actions| CRM
    Tools -->|Actions| CRM
    Custom -->|API| CRM

    style CRM fill:#e1f5ff
    style Events fill:#fff4e6