Features
Feature update: Webhooks & API
2024 M12 11
💥 New Feature Update 💥
Webhooks & API
We’re thrilled to announce the launch of V3 of the ROGER Developer API and Webhooks! These powerful developer tools are designed to integrate seamlessly with your team’s workflow, enabling you to automate processes, save time, and scale your operations smarter than ever before. Whether you’re an enterprise or a small business, ROGER’s new API and Webhooks are perfect for automating contract management and creating a streamlined, efficient workflow.
Automate Contract Creation with ROGER API
One of the most exciting aspects of the new ROGER Developer API is the ability to automate contract creation directly from ROGER templates. This feature significantly reduces manual effort and eliminates errors caused by repetitive tasks. With the Developer API, you can set up automated workflows that generate contracts as soon as key events occur in your system.
For example, when a new opportunity is created in your CRM, the API can automatically generate a sales agreement, populating the contract with important information like the price and customer name directly from the opportunity. This saves your team from manually inputting data, making the contract creation process faster and more accurate.
Other potential uses of the API include:
Automating Waivers: Automatically send waiver agreements to customers after they register on your platform.
Payment Authorization: Redirect users to a payment authorization form once they complete an action in your web application, like finalizing a sale.
With the API, you can integrate contract creation into any part of your workflow, further improving efficiency and reducing administrative overhead. This level of automation helps teams move faster and close deals with less effort.
Trigger Processes with ROGER Webhooks
ROGER Webhooks add another layer of automation to your workflows by allowing your systems to subscribe to notifications when a contract is signed. Instead of manually checking for signed contracts, Webhooks automatically notify your systems whenever a signature is completed. This enables you to trigger processes and update relevant systems without delay.
Here are a few ways you can use Webhooks to optimize your workflow:
Sales Notifications: Send a Slack message to your sales channel when a deal is officially signed. Your team can immediately jump into action, knowing that the contract has been finalized.
CRM Updates: Automatically update the status of a deal in your CRM once a contract has been signed. This ensures that your team always has up-to-date information without manual updates.
Save Signed Contracts: Automatically save a signed contract as a PDF in Google Drive or another cloud storage service for safekeeping, compliance, or easy sharing with other team members.
With Webhooks, you can stay ahead of the game by automating follow-up actions and ensuring that all systems are synchronized and up-to-date as soon as a contract is signed.
Why Webhooks and API Are Essential for Scaling
The combination of Webhooks and API is a game-changer for businesses that are looking to scale their operations. These features enable seamless integration between your existing software tools and ROGER, eliminating manual tasks and reducing the chance of human error. By automating contract creation, triggering actions when contracts are signed, and streamlining data flow between systems, you can boost productivity and reduce operational bottlenecks.
For teams that need to process large volumes of contracts quickly, ROGER’s API and Webhooks are invaluable tools that help you maintain control over your contract lifecycle while scaling up your processes. Instead of relying on manual intervention at every step, you can now let ROGER handle the repetitive tasks, allowing your team to focus on high-value activities.
How to Get Started with ROGER API and Webhooks
Ready to automate your workflow and take advantage of ROGER’s powerful Developer API and Webhooks? Getting started is easy.
Dive into our Developer Documentation to learn more, or get started right away by creating an API key in the ROGER Dashboard.
Whether you’re looking to automate the creation of contracts, trigger processes when contracts are signed, or integrate ROGER with other tools you’re using, these features are built to scale with your needs. We can’t wait to see what you create with ROGER’s API and Webhooks!
🙏 Thank You 🙏
Angus Jackson
For the ideas! We are so grateful for your ideas and feedback.
As always, please share your feedback, comments, or questions with us by emailing us at team@thanksroger.com.