Creating API clients

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Create custom API clients for your Formcentric tenant to integrate with external systems such as your CRM, CMS, or other third-party platforms. This enables automated form data retrieval, seamless data transfers, and workflow integration.

API clients provide authentication credentials (Client ID and Client Secret) that allow your third-party systems to connect securely. The API grants read-only access to:

  1. All forms - Retrieve form data and metadata
  2. All folders - Access your folder structure

Creating an API Client

  1. Click your profile icon at the top right.
  2. Select Admin centre.
  3. Click API clients in the left-hand navigation area.
  4. Click New API Client in the top-right corner.
  5. Enter a descriptive name for your API client and click Create.
  6. A modal window will display the Client secret for your new API client.
  7. Important: Copy and store the Client Secret immediately in a secure location, as it will not be shown again.

Your API client has been successfully created. Use the generated Client ID and Client secret to authenticate your third-party system.

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