SurefireSurefire CRM is a marketing CRM designed for loan officers and mortgage professionals.
Surefire's Uploader API enables the automated upload of Loan Files & Loan Data to Surefire.
When using the Surefire connector, the first thing you will have to do is click on 'New Authentication' in the step editor:
In order to create a new authentication two keys are required. An APIKey and a ClientKey. Instructions on how to create an API key and Client Key for your account can be found here:
You can then enter your Surefire credentials to link to your account:
Note on Operations usage
The maximum file size that can be uploaded using the Upload file operation is 990MB.
Example Usage - Upload a file to your Surefire account using the File helper connector
This short example will demonstrate the Upload file operation.
Create a file object using the File Helper connector. Note- A file object can also be created by other connectors available at Tray.io
Upload the file to the Surefire account.
1 - Create a file object
A new file object is created here using an URL.
2 - Upload a file
File object is inputted to the "Upload file" operation of the Surefire connector using the json path ready to be uploaded to the Surefire account.