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_changedpayment.succeeded,payment.failedclient.created,client.status_changed,lead.createdaffiliate.createddocument.uploadedagreement.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¶
- New to integrations? Start with What is the Integration Platform
- Ready to build? Choose your path:
- Quickstart: Zapier in 10 Minutes
- Quickstart: Webhooks for Developers
- Need the event list? See the Event Catalog
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