Outside data, phone system and health exchange

Integrations > Connections brings outside data into the system.

Kinds of data

Kind	Asked with	Answers
Vehicle registry	plate	make, model, year, chassis number, colour, registered until, stolen
Credit bureau	name, registration number	score, rating, defaults, recommended limit
Identity checks	name, ID number, date of birth	match, confidence, document valid
Government or regulator database	registration number	legal name, status, incorporation date, directors
Hazard data	latitude, longitude	earthquake, flood and storm grades, zone
Weather data	station, dates	daily readings
Telematics devices	device, dates	distance, harsh braking, speeding, night driving, score
Customer relationship system	email, name	CRM reference
Phone system	number	call reference

Demo data or a web service

Demo data answers with consistent made-up data, so rules and screens can be tried before a contract is signed. Web service calls any JSON service: put {placeholders} in the address, add a token or headers, and map the answer's fields to ours with dot paths (data.vehicle.make). Settings are stored encrypted. Answers are kept for the time you set, so the same question is not paid for twice. Try a lookup tests it.

Every lookup is logged. A connection that does not answer raises an item in the exception queue.

The phone system

Point your phone system's call status webhook at the address under Sales > Phone calls > Connect the phone system. Incoming calls show the caller's record to staff, and each call is logged with its length. With a transcription service under Company settings > AI, recordings become a transcript and a summary.

Health data exchange

Hospitals and clinics with a provider API key can check a member's eligibility and send claims directly (/api/v1/health/eligibility and /api/v1/health/claims). The same invoice number from the same provider is refused as a duplicate.