Open Navigation

Surefire

Surefire CRM is a marketing CRM designed for loan officers and mortgage professionals.

Overview

Surefire's Uploader API enables the automated upload of Loan Files & Loan Data to Surefire.

Authentication

When using the Surefire connector, the first thing you will have to do is click on 'New Authentication' in the step editor:

add-auth

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: https://surefirehelp.zendesk.com/hc/en-us/articles/115009241247-Upload-Data-via-API.

You can then enter your Surefire credentials to link to your account:

Surefire auth

Basic Operations List

  • Upload file

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.

  1. Create a file object using the File Helper connector. Note- A file object can also be created by other connectors available at Tray.io

  2. Upload the file to the Surefire account.

Complete workflow

1 - Create a file object

A new file object is created here using an URL.

Create a file

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.

Add a file

Was this article helpful?
Yes
No