Enerflo

Overview of integrated vs. non-integrated lenders in Enerflo, including how integrated financiers allow end-to-end financing within the platform and what to expect when using a non-integrated lender.

Integrated vs. Non Integrated Lenders

Where to find the company API key in Enerflo and how user-generated V2 API keys differ from the company API key for integration setup.

How To Access the Company API Key

How to build custom integrations with Enerflo using the REST API and GraphQL API, including links to API documentation and a guide for CRM integrations.

Self-Serve Integrations

Why a CallPilot welcome-call survey can launch in the wrong language even when the correct language is set in Enerflo, and how to get it corrected.

Troubleshooting CallPilot Welcome Calls Launching in the Wrong Language

Enerflo Support

Native and self-serve integration information

Integrations

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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