Add a Tag to a policy via API
Me_Too
Expensify Customer Posts: 6 Expensify Newcomer
We use Salesforce for our CRM and I would like some way to add a Tag to a policy every time a Project record is created in Salesforce. Is this possible?
Answers
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Hey there @Me_Too! Yes, you could use the Policy Updater API to replace the existing tags of the policy with the most current list from Salesforce. You'll find the relevant API documentation here.
Feel free to continue to post here if you run into other questions!
