APLYiD connects with these practice management systems and CRMs:
Actionstep
Apex27
AutoConvert
Finpower
Legal Office
OneLaw
Rental Car Manager
Reapit
Rex
Salesforce (via connector)
Spinika
Storman
Street
Vigilance
How to connect
Get your API credentials. In the APLYiD portal, go to Preferences → Developers. If this page is empty, contact us and we'll issue your credentials.
Add them to your system. Follow your PMS or CRM provider's instructions to enter the credentials on their side, or contact them directly to request help.
Test it. Send a test verification from your system and check that the result comes back.
Most of the setup happens in your PMS or CRM. If you're not sure where to enter your credentials, your provider can help.
Troubleshooting
A check shows in APLYiD but not in my PMS or CRM
Contact your provider first. Most sync issues need to be investigated on their side. If they find the problem is on our side, they can contact us directly.
I can't see anything under Preferences → Developers
Your credentials haven't been issued yet, or you don't have permission to see them. Ask a Company Admin to check, or contact us.
My system shows a "bad credentials" or authentication error
Check that the API key and secret were copied in full, with no extra spaces.
Your account may have an IP allow list that is blocking your provider. Contact us and we'll check.
The webhook test fails
Check the webhook URL for typos, or a section that has been pasted twice.
Check that the authentication method and token match what your provider gave you.
Remove any IP addresses or domains you added to the allow list while troubleshooting, unless your provider asked for them.
My system isn't on the list
Contact us. You may still be able to connect through our API.
FAQs
Who do I contact if something isn't working?
Start with your PMS or CRM provider, because they manage their side of the connection. Contact us if the problem is with your APLYiD credentials, your account access or the webhook settings in your APLYiD portal.
Do I need a particular APLYiD product?
The abovementioned integrations work with APLYiD Core only.
Can I share my API credentials?
Only with your PMS or CRM provider, and only for setting up the integration. Treat them like a password.
Still stuck?
Contact us through Live Chat, or email support@aplyid.com.