Smallcase Integration with FAB CRM

Overview

Smallcase integration enables the CRM to connect with investment portfolios and stock-based products.

It allows businesses to manage and track user investment-related activities directly within the CRM, ensuring a structured, efficient, and seamless experience.

Prerequisites

Ensure the following before starting the integration:

• Active Smallcase account
• Access to Smallcase API services
• API credentials
• Admin access to FAB CRM
• Stable internet connection

Important Note (Credentials)

All required credentials (Auth ID, Auth Token, Client Secret) are generated after Smallcase account setup and API access approval.

• Use testing credentials (if available) for initial setup
• Use production credentials for live usage

Credentials Required

Enter the following details during configuration:

• Auth ID
• Auth Token
• Client Secret

How It Works

1. User performs an action related to investments (e.g., selects a portfolio)
2. CRM sends a request to Smallcase
3. Smallcase processes the request
4. Response is returned to CRM
5. CRM displays the result or relevant information

Flow:

User Action → CRM → Smallcase → Response → CRM Display

Configuration Steps

After successfully logging in to the CRM system, follow the steps below to configure Smallcase:

1. Navigate to the App module
2. Go to: Workspace → App & Integration → App
3. Search for Smallcase.Click on Configure.

Screen- Flow to Access App

4.Enter the required details:

• Name (default: Smallcase)
• Auth ID
• Auth Token
• Client Secret
• (Optional) Enable Pin in Left Menu

5.Click on Save.



Screen- Configuring App



Validation Outcome

After completing the configuration:

• The system validates the entered credentials
• If credentials are correct, the integration is activated
• If credentials are incorrect, validation fails
• Once validated, users can start using Smallcase features