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LeadTrac Integration Request Form
Please indicate the type of integration project:
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We'd like a LeadTrac API License so our development team can integrate our LeadTrac account with a 3rd party.
We'd like to hire NDS to do the integration work to connect our LeadTrac to a 3rd party.
Other
Other
---------- COMPANY INFORMATION ----------
Your Company name (LeadTrac client)
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DBA / Doing business as if any or NA
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First Name
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Last Name
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Email Address
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Phone Number
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Your Title
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Your Company website
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What typ of business or industry are you in?
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---------- API / INTEGRATION INFORMATION ----------
What type of solution does this request fall under? Only select the one or the specific one's that apply to this integraton request.
Communication
Phone / Telephony full integration
Click to call
SMS text
eSignatures
Email
Online chat
Fax
Web hook / POST
Other
Other
Reporting
Custom Reporting
Data Visualization (graphs / charts)
Analytics / business intelligence
Other
Other
Other
Payment processing
Client portal
Credit reports
Calendar sync
Lead management
Loans / lending services
AI - artificial intelligence
Other
Other
API / Integration Usage - Please provide a
DETAILED SUMMARY
of how the API will be used, including specific functions or services intended:
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Target Go LIVE date
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+
If you are requesting to use our API, will your in house technical team / your company be doing the development work OR will a 3rd party be accessing our API on your behalf to do the integration work? Who is the 3rd party development company if it's not your team?
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Expected Volume of API Requests: Provide estimates of the number of API calls per day/week/month:
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Expected Data Type: Describe the types of data you are intending to send or receive via the API:
*
0/200 characters
Development Environment: Please provide details about the development environment (e.g., language, framework) you plan to use.
0/200 characters
Integration Timeline: Expected timeline for integration (e.g., immediate, within 3 months, etc.)
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0/200 characters
Preferred API type:
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REST
SOAP
Webhook / POST
No preference
Other
Other
Any Compliance Requirements?
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GDPR
HIPAA
PCI
None
Other?
Other?
Support Requirements: What are your expected support requirements?
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0/200 characters
----- 3RD PARTY SOFTWARE COMPANY / SYSTEM TO INTEGRATE WITH -----
Which company or system will you be integrating with your LeadTrac account. For example, is it a phone system / company for a telephony integration or is it a system for reporting or something else. What company or system?
3rd party software you are integrating with?
*
🛈
Development company website or website of 3rd party software
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Name of contact at the 3rd party company
Email address of contact at the 3rd party company
Upload any 3rd Party Documentation if you have it.
Link to any online API documentation
----- AUTHORIZATION -----
I am authorized by my company to make integration requests that may incur Professional Services and/or Support fees if all parties agree to move forward with the project.
Your First Name
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Your First Name
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Email Address
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Today's date
Authorized party signature
*
🛈
clear