Total Expert connector icon

Total Expert Integrations

Total Expert is a fintech software company that built the first enterprise-grade Marketing Operating System (MOS) purpose built for the modern financial service.

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01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create automations with our Total Expert connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Total Expert, so you can provide in-app Total Expert integrations for your end users.

PRODUCT USE CASES

Top Use Cases for Total Expert Integrations

Quickly create integrations between your SaaS application and Total Expert with Cyclr's low code integration builder. Publish your Total Expert integration into your application using Cyclr's white label embedded integration marketplace.

Sales

  • Add or update marketing contacts with new social media ad leads
  • Create new sales leads from new marketing subscribers

ORCHESTRATION

How Total Expert works with Cyclr

Cyclr sits between your SaaS product and Total Expert to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Total Expert

    Total Expert processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Total Expert methods you can orchestrate through Cyclr.

Users5

Create User

Action

Create a new user.

Get User

Action

Fetch a specific user by ID.

List User Roles

Action

Get a list of user Roles

List Users

Action

Get a list of users.

Update User

Action

Update an existing user by ID.

Contacts27

Update Contact

Action

Update an existing contact by ID.

List Contact Recruits

Action

List a contact recruit by contact ID.

Create Contact Recruit (as User)

Action

Create a contact recruit.

Update Contact Recruit

Action

Update contact recruit by contact ID.

Get Contact Recruit

Action

Get a contact recruit by contact ID.

List New Contacts

Action

Get a list of new contacts

List Updated Contacts

Action

Get a list of updated contacts

Delete Contact

Action

Delete an existing contact by ID.

Create Contact (as Admin) with Entity

Action

Create a contact as admin with an entity relationship.

Create Contact (as User)

Action

Create a contact as user.

Create Contact (as Admin)

Action

Create a contact as admin.

Get Contact

Action

Get a contact by ID.

List Contacts

Action

Get a list of contacts

Get Contact by External ID

Action

Search for a contact by its External ID

List Contact Groups

Action

List contact groups.

Create Contact Group (As Admin)

Action

Create a contact group.

Create Contact Group (As User)

Action

Create a contact group.

Get Contact Group

Action

Get a contact group by ID.

Update Contact Group

Action

Update an existing contact group by ID.

Delete Contact Group

Action

Delete a contact group by ID.

Create Contact Survey Response(As User)

Action

Create a response to a survey. Once created, responses may not be modified.

List Contact Survey Responses

Action

Get a list of survey responses.

Create Contact Survey Response(As Admin)

Action

Create a response to a survey. Once created, responses may not be modified.

Get Contact Survey Response

Action

Get a survey response specified by ID.

Get Contact Survey

Action

Get a specific survey specified by ID.

Create Contact Survey

Action

Create a survey. Once created, surveys may not be modified.

List Contact Surveys

Action

Get a list of all contact surveys.

Object Metadata1

List Custom Fields

Action

List all custom fields for contacts.

TECHNICAL DETAILS

Total Expert integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Total Expert integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
See Connector in Console
Credentials

Review the connector installation fields in Cyclr Console.

Method categories

See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.

KEEP EXPLORING

Related resources and connectors

Documentation

Total Expert Connector Documentation

Read more →Resource

What is iPaaS?

Read more →Resource

How to develop an API – Best Practices to Follow from Cyclr Developers

Read more →

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