How-to become an integrator with Maximizer

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Integrate with Maximizer

You can build an integration with Maximizer to help your customers and users simplify their workflows.

Please note that we need to review and validate the integration you created. Additionally, we may ask you to sign a partnership agreement, which includes a data access agreement.

Pre-requirements

In order to develop an application for Maximizer CRM you must have:

1. Maximizer CRM instance to test your application (a sandbox or an active instance);
2. VendorId and AppKey to work with API;
3. OAuth client_id, client_secret and redirect_url to use OAuth;
4. Basic knowledge of how to work with Octopus API.

To obtain it, please send us a request to [email protected] with the following information:

1. Full name;
2. E-mail address;
3. Organization name;
4. Application name;
5. Short description of your application;
6. The names of API objects you’d like to use with actions like Create, Read, Update, and Delete (the list can be extended later);
   1. For example: InteractionLog - Create, Read
7. RedirectURL (can be updated later);
8. Specify if you want to get the sandbox.

Using the VendorId and AppKey, you can authenticate by using the Octopus API authentication endpoint.

How to publish your integration

Please e-mail [email protected] and ask to enable it for specific or all clients.

Please be aware that we’ll need to review and validate the integration you’ve built at first. Additionally, we may request that you sign a partnership agreement, which includes a data access agreement.

If you have any technical questions - please, reach us via Discussions