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- Quik! Pulls Data
- Push Data To Quik! - Single Sign On (SSO)
- Native Forms Generation
- Webhooks
- Reporting
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The primary way that forms are prefilled with CRM data is for the Quik! App to pull data from the CRM. This pull mechanism ensures that the Quik! user can access all the relevant data records and prefill onto forms without leaving the Quik! interface.
Push Data To Quik!
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and Single Sign-On (SSO)
For CRMs and other systems that want to start the forms process from within their own interface, data can be pushed into Quik! via an SSO (single-sign-on) request. Users in your product should have the ability to choose one or more data records and then send them to Quik!. The user would then be launched into the Quik! App and follow the user experience designed within Quik!.
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