Jump to Content
Anduin API Documentations
HomeGuidesAPI ReferenceChangelog
Log InAnduin API Documentations
Guides
Log In
HomeGuidesAPI ReferenceChangelog

GET STARTED

  • Introduction
  • Authentication
  • Rate Limit
  • Status Code and Errors
  • Endpoints
  • Long request operations

Fund subscription

  • Key Concepts
  • GraphQL
    • New GraphQL Schema Updates: Introducing Subfund
  • REST API
  • Legacy Webhook
  • Dashboard data
  • Best Practices
    • GraphQL Query Complexity Limitation
    • Use Templates for Data Import & Export
    • Synchronous vs. Asynchronous Calls
    • Email Template
    • Naming convention for Custom ID
    • Retrieve data from miniform

INVESTOR DATA MANAGEMENT

  • Key Concepts
  • Supported Workflow
  • REST API
  • Legacy Webhook

Data Room

  • Key Concepts
  • REST API

WEBHOOK

  • Introduction
  • Configure your Endpoints
  • Webhook Signature Verification
  • Retry Schedule
  • Rate Limit
  • Troubleshooting Tips
  • Source IP Address
  • Events
    • Fund Subscription Events
      • Fund Created
      • Order Created
      • Order Close Updated
      • Order Status Updated
      • Order Tag Updated
      • Order Document Uploaded
      • Data Extraction Status Changed
      • Contact Added
      • Signer Added
    • IDM events
      • Client-related events
      • Investment entity-related events
      • Contact-related events
      • Profile-related events
      • Document-related events
    • Data Room events
      • User-related events

Document System

  • Document Uploading
  • FAQ

INTEGRATION HUB

  • Integration Hub Directory
  • Key concepts
    • Mission and core components
    • Configuration vs permission
    • User role
    • Data management
  • Set up your first instance
  • AML/KYC App
    • WorldCheck Integration
      • Prepare WorldCheck credentials
      • Automated AML check
  • Communication App
    • Slack Integration
      • Step 1: Retrieve credentials for third-party apps
      • Step 2: Anduin configuration wizard
    • Microsoft Teams Integration
      • Step 1: Retrieve credentials for third-party apps
      • Step 2: Anduin configuration wizards
    • Email Integration
      • Investor Progress
      • Document Availability
  • CRM App
    • Allvue CRM Integration
    • DealCloud Integration
      • Getting DealCloud API key and secret
      • Investor onboarding
      • Retrieve subscription data
    • Salesforce Integration
      • Salesforce connected app
      • Investor onboarding (FS, single contact)
      • Investor onboarding (FS, multi-contact)
      • Investor onboarding (IDM)
      • Retrieve subscription data
      • Retrieve subscription documents
      • Permission setup for Salesforce
      • Create custom flow and trigger point in Salesforce
    • Affinity Integration
      • Prepare Affinity API key
      • Investor onboarding
  • File Storage App
    • SFTP Integration
      • Step 1: Retrieve credentials for third-party apps
      • Step 2: Anduin configuration wizards
    • Google Cloud Storage Integration
      • Step 1: Retrieve credentials for third-party apps
      • Step 2: Anduin configuration wizards
    • DropBox Integration
      • Step 1: Retrieve credentials for third-party apps
      • Step 2: Anduin configuration wizards
    • Microsoft SharePoint Integration
      • Step 1: Retrieve credentials for third-party apps
      • Step 2: Anduin configuration
    • Box Integration
      • Step 1: Retrieve credentials for third-party apps
      • Step 2: Anduin configuration wizards
    • Google Drive Integration
      • Step 1: Retrieve credentials for third-party apps
      • Step 2: Anduin configuration wizards
    • Azure Blob Storage Integration
      • Step 1: Retrieve credentials for third-party apps
      • Step 2: Anduin configuration wizards
  • Other Apps
    • FIS Investran Integration
  • Data warehouse app
    • Snowflake Integration
      • Prepare Snowflake credentials
      • Data synchronization
Powered by 

Best Practices

Suggest Edits

This section provides key best practices to optimize your utilization of the Anduin Fund Subscription public API. Refer to each article for in-depth insights into the following:

  • Understanding and calculating GraphQL complexity limitations
  • Effectively employing templates for importing and exporting form data
  • Distinguishing between synchronous and asynchronous API calls
  • Email template
  • Naming convention for Custom ID

Updated 9 months ago