Interfolio — Overview of RPT Integration Capabilities

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Overview of RPT Integration Capabilities

This chart is meant to be a quick cheat sheet for understanding the different ways data can be pushed into or pulled out of our system.

RPT Integration Capabilities

Data Content	Available Medium(s)	Agent(s) of Use	Process/ Automated
Unit Hierarchy	Product User Interface API	Client Customer Success Manager	Create one by one in UI Done by user, not automated Create one by one in API Can be automated
Users	Product User Interface API Bulk Upload UI (Super)	Client Customer Success Manager	Create one by one in UI Done by user, not automated Create one by one or in bulk in API Can be automated Bulk upload CSV via Super UI Can only be done by a Super
Committees	Product User Interface API	Client Customer Success Manager	Create one by one in UI Done by user, not automated CRUD one by one in API Can be automated
Candidate Forms	Product User Interface API	Client	Create one by one in UI Done by user, not automated CRUD one by one in API Can be automated Review / report in UI Done by user Report in API Can be automated
Committee Forms	Product User Interface API	Client	Create one by one in UI Done by user, not automated CRUD one by one in API Can be automated Review / report in UI Done by user Report in API Can be automated
Packet Templates	Product User Interface API	Client	Create one by one in UI Done by user, not automated CRUD one by one in API Can be automated
Packets	Product User Interface API	Client	Create one by one in UI Done by user, not automated CRUD one by one in API Can be automated Create in bulk in UI Done by user, not automated Create in bulk in API Can be automated Review / report in UI Done by user Report in API Can be automated
Documents (Packet Attachments)	Product User Interface API	Client	Create one by one in UI Done by user, not automated Create in bulk in UI Done by user, not automated Create one by one in API Can be automated
Workflow Steps	Product User Interface API	Client	CRUD one by one in UI Done by user, not automated CRUD one by one in API Can be automated
Workflow Movement	Product User Interface API	Client	Single operation in UI Done by user, not automated Single operation in API Can be automated