Send out a new Information Request directly from a CRM

A common example use case whereby Questionnaire are send directly from a CRM

In this example, we will look at setting up an integration so that users of the company CRM can click a button to Create a contact, create an Application from that Contact, and then issue a Questionnaire to that contact. Various CRMs provide no-code and low-code ways of integrating with other platforms that can help speed up the set-up.

The general sequence of endpoints to call on-click would be:

1. Create Contact
   1. Inputs: Contact details
   2. Outputs: Contact ID
2. Create Application
   1. Inputs: Contact ID from above
   2. Outputs: Application ID
3. Send Questionnaire
   1. Inputs: Application ID from above, and select the type of Questionnaire (e.g. Information Request)
   2. Outputs: Successfully sent or failed to send message