Integrations Hub
Four CRM and iPaaS recipes, plus the two underlying developer references that power them. Pick the path that matches your stack — push, pull, or one-click CRM button — and follow the guide end to end. Every recipe uses the same OAuth2 credentials, the same idempotent POST /v1/cases contract, and the same crmRecordId round-trip on outbound webhooks, so you can mix and match without re-plumbing.
/docs/salesforceAdd an Initiate KYB Onboarding quick-action to the Account page. Apex helper calls POST /v1/cases, sends the customer the magic-link invite, and outbound webhooks stream status back via crmRecordId.
Open Salesforce recipe →/docs/hubspotAdd a Custom Code action to any Company-based workflow. Mints an OAuth2 token, fires an idempotent POST /v1/cases, then writes the FML case id back onto the HubSpot Company record.
Open HubSpot recipe →/docs/zapierBuild a Zap from any CRM, form, or spreadsheet using two Webhooks by Zapier POST steps — one for the OAuth2 token, one for the case. No custom Zapier app required.
Open Zapier recipe →/docs/workatoDrop FML outbound webhooks into your existing Workato iPaaS. HMAC-SHA256 signature verification, Salesforce mapping, and crmRecordId round-trip — no custom Workato connector required.
Open Workato recipe →/docs/api#connect-with-claudeConnect FML to Claude.ai as a Custom Connector. Analysts ask Claude questions in plain English ("which cases are awaiting EDD?") and Claude pulls live data via the Public API v1 with full OAuth consent and per-user scopes.
Open Claude setup →/docs/apiRead-only OAuth2 client-credentials API at /v1/*. Pull cases, documents, decisions, screening hits, and the unified event feed into your CRM, data warehouse, or iPaaS — same payload shapes as outbound webhooks.
Open Public API reference →/docs/webhooksPush delivery for every case event (case.created, case.submitted, case.decision.made, …). HMAC-SHA256 signed, retry-safe via eventId, with per-event JSON Schemas and ready-made TypeScript definitions.
Open Webhook reference →