Connect the work thoughtfully.
Choose a supported connection and confirm its requirements before building an integration.
Start with the outcome
Decide which system owns the information and what should happen in Jivvr. For receiving customer requests, a public portal or inbound email may be enough.
Confirm API and webhook availability
API access and webhook capabilities depend on the integrations enabled for your workspace. Check the current marketplace and ask Jivvr to confirm supported endpoints, event types and access requirements before you implement a connection.
Keep access scoped
Use only the endpoint and authentication method documented for your enabled integration. Keep keys on a server or in a secret store, limit access to the work required and rotate credentials if exposed. Do not place credentials in browser code, ticket text or a public repository.
Test the whole round trip
Use non-sensitive test data and a small volume first.
- Check which organisation and records the connection can access.
- Test a successful request and a rejected request.
- Check how failures, retries and duplicate events are handled.
- Respect the documented rate limits for the enabled endpoint.
- Confirm how to pause or revoke access before connecting live data.
Bring us a useful integration brief
Tell us the system you want to connect, the action or event, the fields involved and the expected volume. Include whether the flow is one-way or two-way. That gives us enough context to recommend a supported approach.