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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
Handling Digital vs OCR-Processed Subscriptions
INVESTOR DATA MANAGEMENT
Key Concepts
Supported Workflows
REST API
Legacy Webhook
Bulk Data Migration
Asynchronous Bulk Import API
Asynchronous Bulk Export API
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
Contact Removed
Signer Added
Form data column updated
Custom column updated
Fund member added
Fund member removed
IDM events
Client-related events
Investment entity-related events
Contact-related events
Profile-related events
Document-related events
Order-related events
Investment-related events
Transaction-related events
Communication Matrices-related events
Data Room events
User-related events
Document System
Document Uploading
FAQ
INTEGRATION HUB
Key concepts
Mission and core components
Configuration vs permission
User role
Data management
Affinity Integration
Investor onboarding (Primary Investor + Collaborators)
Allvue CRM Integration
Azure Blob Storage Integration
Automated document repository
Box Integration
Automated document repository
DealCloud Integration
Automated onboarding with FundSub (Primary Investor)
Retrieve subscription data
DropBox Integration
Automated Document Repository
Email Integration
Tracking Investor Progress in FundSub
Tracking Document Uploads in FundSub
Tracking Investor's Activities in Data Room
Membership Audit Report
Tracking changes in GP dashboard columns
FIS Investran Integration
Google Cloud Storage Integration
Automated Document Repository
Google Drive Integration
Automated document repository
Microsoft SharePoint Integration
Automated Document Repository
Microsoft Teams Integration
Tracking Investor Progress in FundSub
Salesforce Integration
Automated onboarding with FundSub (Primary Investor)
Automated onboarding with FundSub (Primary Investor + Collaborators)
Automated onboarding with FundSub (Primary Investor + Collaborators) [Multi-funds]
Automated onboarding with IDM + FundSub (Primary Investor)
Retrieve subscription data
Retrieve subscription data (Multi-funds)
Retrieve subscription documents
Automated dataroom insights retrieval
Automated onboarding with Dataroom
SFTP Integration
Automated document repository
CITCO Automated Document Transfer
CITCO Review Workflow
SS&C Automated Document Transfer
SS&C Review Workflow
JPMorgan Automated Document Transfer
Slack Integration
Tracking Investor Progress in FundSub
Snowflake Integration
[Legacy] Data synchronization
IDM data synchronization
FundSub data synchronization
Wirehouse Integration
Morgan Stanley Subscription Pipeline
UBS Subscription Pipeline
Citibank Subscription Pipeline
WorldCheck Integration
Automated AML check
Technical readings
Affinity
Prepare Affinity API key
Azure
Retrieve credentials for third-party apps
Box
Retrieve credentials for third-party apps
DealCloud
Getting DealCloud API key and secret
DropBox
Retrieve credentials for third-party apps
Google Cloud Platform
Retrieve credentials for third-party apps
Google Drive
Retrieve credentials for third-party apps
Microsoft Teams
Retrieve credentials for third-party apps
Salesforce
Salesforce connected app
Create custom flow and trigger point in Salesforce [FundSub/IDM]
Create custom flow and trigger point in Salesforce [Dataroom]
Permission setup for Salesforce
SFTP
Retrieve credentials for third-party apps
Slack
Retrieve credentials for third-party apps
Snowflake
Prepare Snowflake credentials
Permission and Role
SharePoint
Retrieve credentials for third-party apps
World Check
Prepare WorldCheck credentials
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Updated 7 months ago
Introduction
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