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@vqnguyen1/piece-sageworks

v0.0.2

Published

Sageworks integration for ActivePieces - comprehensive API integration for loan servicing and document management.

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Links

Maintainers

vqnguyen1vqnguyen1

Keywords

Readme

Sageworks Piece

Sageworks integration for ActivePieces - comprehensive API integration for loan servicing and document management.

Features

Customer Management (6 actions)

  • List Customers
  • Create Customer
  • Get Customer by ID
  • Get Customer by CRM Identifier
  • Update Customer
  • Delete Customer

Portfolio Loans (5 actions)

  • List Portfolio Loans
  • Create Portfolio Loan
  • Get Portfolio Loan
  • Update Portfolio Loan
  • Delete Portfolio Loan

Proposed Loans (6 actions)

  • List Proposed Loans
  • Create Proposed Loan
  • Get Proposed Loan
  • Get Proposed Loan by CRM Identifier
  • Update Proposed Loan
  • Delete Proposed Loan

Collaterals (6 actions)

  • List Collaterals
  • List Collateral Basic Information
  • Create Collateral
  • Get Collateral
  • Update Collateral
  • Delete Collateral

Documents (7 actions)

  • List Documents
  • List Documents by Association
  • Create/Upload Document
  • Get Document (metadata)
  • Get Document Content (base64)
  • Update Document
  • Delete Document

Document Folders (4 actions)

  • List Document Folders
  • Create Document Folder
  • Get Document Folder
  • Update Document Folder

Document Associations (5 actions)

  • List Document Associations
  • Create Document Association
  • Get Document Association
  • Update Document Association
  • Delete Document Association

Custom API Call

Make custom API calls to any Sageworks endpoint not covered by specific actions.

Authentication

The piece uses OAuth 2.0 Client Credentials flow. You need:

  • Client ID: Your Sageworks API client ID
  • Client Secret: Your Sageworks API client secret
  • Base URL: Usually https://api.sageworks.com

Contact Sageworks support to request API credentials.

Version History

  • 0.0.1: Initial release with 39 actions covering all major Sageworks API endpoints

Author

vqnguyen1