Integrations Hub

Integrate with your tools. Learn how to connect the platform with other apps and systems to enhance your workflow and make your processes seamless.

Zapier integration
TABLE OF CONTENTS What is Zapier? What is a Zap? What systems are available on Zapier? Can you give me some example of commonly used apps? What can you...
Wed, 16 Sep, 2026 at 2:47 PM
Public API: Key guidance for integrating with First AML
TABLE OF CONTENTS Overview A typical integration Ways of integrating Availability Technologies Where to get started Please note: Thank you for sear...
Fri, 24 Jul, 2026 at 10:56 AM
Actionstep Integration Help
TABLE OF CONTENTS Prerequisites Setting up the integration How it works Enabling automatic disbursement records Overview Our Actionstep integration...
Mon, 31 Aug, 2026 at 12:18 PM
MRI Vault CRM integration
TABLE OF CONTENTS Overview Prerequisites Create a Vault Access Token Connecting the integration in First AML If you do not have offices configured ...
Fri, 11 Sep, 2026 at 4:28 PM
MRI Box and Dice
TABLE OF CONTENTS Overview PrerequisitesTo set up the integration, you will need: Copy your Box and Dice Agency Reference ID Connecting the integration...
Fri, 11 Sep, 2026 at 4:24 PM
Managing your API credentials
TABLE OF CONTENTS Overview How API credentials work Keeping your credentials secure If you are building your own application Consider what credentials...
Fri, 7 Aug, 2026 at 3:08 PM