Snapdocs

The perfect mortgage closing experience Fast, convenient, and error-free, the Snapdocs digital mortgage closing platform delivers a perfect closing experience to every single borrower.

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Snapdocs API Integrations

Build and run workflows using the Snapdocs API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.

Overview

The Snapdocs API enables seamless integration with its real estate closing platform, allowing users to automate document handling, notifications, and scheduling within the real estate closing process. By leveraging the Snapdocs API on Pipedream, you can craft custom workflows that streamline communication between agents, clients, and other stakeholders, orchestrate document management, and sync data across various platforms involved in the transaction process.

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    snapdocs: {
      type: "app",
      app: "snapdocs",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.snapdocs.$auth.environment}.snapdocs.com/mobile_notary_api/v1/clients`,
      headers: {
        "X-AUTH-TOKEN": `${this.snapdocs.$auth.api_key}`,
      },
    })
  },
})

Choose an API to Connect with Snapdocs API

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Example Use Cases

  • Automated Document Syncing: Trigger a workflow on Pipedream whenever a new document is uploaded to Snapdocs. Automatically sync this document to a cloud storage service like Google Drive or Dropbox, ensuring that all stakeholders have immediate access to the latest versions.

  • Dynamic Notification System: Set up a Pipedream workflow to monitor status changes in Snapdocs, such as when a closing is scheduled or completed. Then, dispatch real-time notifications through email, SMS via Twilio, or messaging apps like Slack to keep all parties informed and engaged throughout the closing process.

  • Data Consolidation for Analytics: Whenever a closing is completed on Snapdocs, trigger a Pipedream workflow to collect data points related to the transaction. Push this data to a Google Sheets document or a database like PostgreSQL for further analysis, reporting, or to inform business strategy and decision-making.

Authentication

Snapdocs uses API keys for authentication. When you connect your Snapdocs account, Pipedream securely stores the keys so you can easily authenticate to Snapdocs APIs in both code and no-code steps.

Refer to the Snapdocs documentation for the latest guidance on retrieving your API key.

In order to provide Snapdocs with the "Callback URL" they ask for, you should create an HTTP webhook source in Pipedream and send the URL (info here).