ClientPoint’s “Customer Operating System” (CustomerOS^®) seamlessly integrates a wide array of popular B2B SaaS offerings and data streams, to help create a simple, cohesive and intuitive online business relationship layer between a company and each of its prospects, partners, customers and other key constituents.

A ClientPoint^® is the place that a company and its customers gather together, through a simple URL from any Internet-connected device, to perform all sales, support, communication and collaboration functions to allow every relationship to form, grow and thrive. In this way, a ClientPoint, powered by CustomerOS, becomes the universal online access point for a company to optimally serve all of its relationships in this increasingly remote, deskless world.

ClientPoint's API Documentation

The ClientPoint API documentation is organized into two main sections:

1. API Endpoints:This section provides detailed information about the HTTP endpoints available for developers to interact with ClientPoint's APIs. We offer the following endpoints:
   • Analytics
     • Analytics: This endpoint returns all ClientPoint Analytics
     • ClientPoint Files: This endpoint returns ClientPoint Files Analytics
     • Library Files: This endpoint returns Library Files Analytics
     • Custom Fields: This endpoint returns Custom Fields Analytics
     • Viewed Sessions: This endpoint returns all Viewed Sessions Analytics
   • Automation
     • Create ClientPoint: This endpoint allows you to create a new ClientPoint
     • Update ClientPoint: This endpoint allows you to update an existing ClientPoint
     • Upload a File: This endpoint allows you to upload a local file from your system
     • Document Generation: This endpoint allows you to generate a ClientPoint merged document
     • Get ClientPoint Link: This endpoint returns ClientPoint customer link
     • Download ClientPoint File: This endpoint allows you to download a file from a ClientPoint
2. Webhooks: This provides information on how ClientPoint's Webhooks can be utilized to receive real-time notifications about specific events, such as when a new ClientPoint is created, signed, or when a payment is received.

By following the documentation, developers can build robust integrations that leverage the full power of ClientPoint's API.

Integration guides

If you're new to ClientPoint's platform or want to understand how our API works before making your first API call, you can check out the Overview & EndPoint section located underneath every API endpoint. This section provides detailed information about each API endpoint, including the endpoint URL, API type, Request body, and Authentication requirements. You can also run API calls directly from this API portal, allowing you to test out the endpoints and get a better sense of how they work.

These resources will help you get up to speed quickly and start building robust integrations with ClientPoint's API. Additionally, we offer the extra feature of downloading a POSTMAN collection for selected endpoints. This tool provides a pre-built framework for the endpoint that you can use in your own development, making it easier to build