How-to guides

Steps for a specific job, for people who already know Drum.

Pages

• How to create an API token: Create a Drum API token for an integration, and edit or revoke it later.

• How to sync companies and contacts from a CRM: Keep a CRM’s companies and contacts in step with Drum by looking them up, creating or updating them, linking them to opportunities, and merging duplicates.

• How to send a proposal through the API: Read a proposal, adjust its document, check the send draft, email it to the client, and find the client’s signed answer, all through the Drum API.

• How to set up an account through the API: Create the catalogs, rate cards and templates of a new Drum account with the setup endpoints, in an order where each step has the ids it needs.