Authenticate with a dedicated API key and OAuth 2.0 flow. The required scope is opportunities.readonly, ensuring read access to opportunities data while keeping control over writes.
Configure Trustmary to securely authorize with Opportunities API using your client credentials and redirect URI. Store tokens securely and rotate credentials regularly.
GET /opportunities/search; GET /opportunities/:id; GET /opportunities/pipelines; POST /opportunities; PUT /opportunities/:id; PUT /opportunities/:id/status; DELETE /opportunities/:id
Triggers when a new lead is captured in Trustmary to create an Opportunity in Opportunities API.
Actions: create opportunity, link to contact data, and assign a default pipeline.
POST /opportunities
Key fields: name, contact_id, pipeline_id, value
Triggers when a pipeline stage changes in Trustmary to update the corresponding Opportunity in the API.
Actions: update status, append notes, and sync updated close date.
PUT /opportunities/:id/status
Key fields: id, status
Triggers on edits in either system to keep records in sync.
Actions: upsert on both sides, handle conflicts with a defined policy.
PUT /opportunities/:id
Key fields: id, last_modified
No-code automation to speed up your sales funnel by syncing data between Trustmary and Opportunities API.
Real-time data sync reduces manual data entry and keeps records consistent across systems.
Unified analytics and reporting across platforms enable better decision making.
This section covers the core elements: API endpoints, authentication, data mapping, triggers, and process flows that drive the Trustmary–Opportunities API integration.
An Application Programming Interface that lets software systems communicate and share data.
A specific URL path to access a resource or operation in an API.
Authorization framework for obtaining access tokens securely while delegating access to apps.
A callback URL that receives real-time event notifications from another service.
Leverage Trustmary engagement data to enrich lead scores in Opportunities API.
Trigger timely follow-up tasks when opportunities move stages.
Create unified dashboards showing Trustmary data alongside Opportunities KPI.
Obtain client credentials and authorize Trustmary to access Opportunities API.
Configure field mappings for leads and opportunities.
Test integration in sandbox, then deploy to production.
No-code options are available via the Trustmary connector, allowing you to set up basic synchronizations without writing code. For more advanced logic, you can use webhooks and custom mappings to tailor behavior. If you need deeper customization, consider building additional automations with available actions and triggers, while keeping security and data integrity at the forefront.
Use OAuth 2.0 or API keys as supported by the Opportunities API. For production, prefer OAuth with short-lived tokens and secure secret management. Rotate credentials regularly and implement token refresh to keep integrations seamless.
Essential endpoints for a basic setup include: GET /opportunities/search, GET /opportunities/:id, POST /opportunities, PUT /opportunities/:id, PUT /opportunities/:id/status, and DELETE /opportunities/:id. Additional endpoints can extend capabilities as your integration matures.
Data sync can be real-time when webhooks are configured, otherwise near real-time depending on polling schedules and rate limits. Latency is typically low, but plan for retries and conflict handling in case of network issues.
Yes. Field mappings can be customized in the connect settings without writing code, aligning Trustmary fields with corresponding Opportunities API fields. If a field is missing, you can create a custom mapping to ensure data flows correctly.
If conflicts arise, apply a defined resolution strategy such as last-write wins or a business rule that prioritizes a source of truth. Enable conflict logging to audit reconciliation decisions.
API rate limits vary by plan. Check the developer docs for quotas and implement exponential backoff and retries. Caching and batching requests can help stay within limits while maintaining data freshness.
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Complete Operations Catalog - 126 Actions & Triggers
