Integrate Total Expert

Provide your users with in-app integration with Total Expert

Total Expert connector

Total Expert

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

Total Expert Connector Methods

Contacts

Feature Description Type
Get Contact Survey Response Get a survey response specified by ID. Action
Create Contact (as Admin) Create a contact as admin. Action
List Contact Groups List contact groups. Action
Create Contact (as Admin) with Entity Create a contact as admin with an entity relationship. Action
Create Contact Group (As Admin) Create a contact group. Action
Create Contact Survey Response(As User) Create a response to a survey. Once created, responses may not be modified. Action
Delete Contact Delete an existing contact by ID. Action
Create Contact Survey Create a survey. Once created, surveys may not be modified. Action
Delete Contact Group Delete a contact group by ID. Action
Update Contact Update an existing contact by ID. Action
Create Contact Group (As User) Create a contact group. Action
List Contact Surveys Get a list of all contact surveys. Action
Get Contact Group Get a contact group by ID. Action
Update Contact Group Update an existing contact group by ID. Action
List Contacts Get a list of contacts Action
Create Contact Survey Response(As Admin) Create a response to a survey. Once created, responses may not be modified. Action
Get Contact Survey Get a specific survey specified by ID. Action
Get Contact Get a contact by ID. Action
Create Contact (as User) Create a contact as user. Action
List Contact Survey Responses Get a list of survey responses. Action

Users

Feature Description Type
Create User Create a new user. Action
List User Roles Get a list of user Roles Action
Get User Fetch a specific user by ID. Action
Update User Update an existing user by ID. Action
List Users Get a list of users. Action
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