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:
All forms - Retrieve form data and metadata
All folders - Access your folder structure
Creating an API Client
Click your profile icon at the top right.
Select Admin centre.
Click API clients in the left-hand navigation area.
Click New API Client in the top-right corner.
Enter a descriptive name for your API client and click Create.
A modal window will display the Client secret for your new API client.
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.
Deactivating an API client
To temporarily suspend an API client, you can deactivate it.
Locate the desired API Client in the overview.
Click the Actions menu (three dots) for the corresponding client.
Select Deactivate.
The API client has been deactivated. You can reactivate it anytime by clicking Activate in the Actions menu. The current status (active or deactivated) is visible directly in the overview.
Resetting the Client secret
For security purposes, you should regularly rotate your Client Secret or reset it immediately if you suspect it has been compromised.
Locate the desired API client in the overview.
Click the Actions menu (three dots) for the corresponding client.
Select Reset.
Confirm the action in the dialog that appears.
The new Client Secret will be displayed in a modal window.
Important: Copy and store the new secret immediately, as it will only be shown once.
Your Client secret has been successfully reset.
Deleting an API client
To permanently remove an API client, you can delete it.
Locate the desired API client in the overview.
Click the Actions menu (three dots) for the corresponding client.
Select Delete.
Confirm the action in the dialog that appears.
Your API client has been permanently deleted. All associated authentication credentials are no longer valid.
