Skill UI

A comprehensive guide for securing highly sensitive fundraising and investor data managed within the Finta platform. This document covers critical security best practices, including secure API key management, webhook signature verification, robust input validation using libraries like Zod, and techniques for data redaction to prevent leaks. Essential for developers building integrations that handle confidential financial terms, valuations, and investor contact information.

This comprehensive guide assists developers in maintaining and upgrading integrations with the Finta fundraising CRM API. It covers critical areas such as API version detection, handling schema evolution (e.g., structured stage objects), best practices for data migration, and troubleshooting common breaking changes (like field renames, permission changes, or enum changes) to ensure continuous and reliable data synchronization.

Automate critical business workflows within the Finta platform using built-in rules and Zapier integrations. This tool allows users to trigger external actions based on key events, such as investor replies, pipeline stage changes, or deal room viewing. Ideal for setting up automated follow-up reminders, syncing CRM data to Slack/Google Sheets, and ensuring seamless communication across your fundraising tech stack.

This workflow manages the end-to-end supply chain process using the Flexport API. It allows users to programmatically create purchase orders, book freight shipments (ocean, air, trucking), track real-time shipment milestones (ETD, ETA), and retrieve necessary transit documents like bills of lading. It is essential for building core logistics system integrations.

This guide details strategies to significantly reduce operational costs associated with the Flexport API. It emphasizes replacing inefficient polling mechanisms with webhook-driven updates, implementing smart caching with Time-To-Live (TTL), maximizing pagination size, and setting up robust usage monitoring. Mastering these techniques ensures cost efficiency and scalability for logistics system integrations.

This utility collects comprehensive diagnostic evidence for troubleshooting Flexport API integration issues. It automatically captures API connectivity tests, authentication status, recent error logs, and platform status, packaging them into a secure, redacted bundle ready for support tickets. Ideal for developers encountering persistent API failures.

This guide details how to implement robust Role-Based Access Control (RBAC) for Flexport API integrations. It addresses enterprise needs by allocating scoped API keys and managing permissions at an application layer. Users can define specific roles (Viewer, Operator, Finance, Admin) with granular permissions, ensuring that different user roles can only access necessary endpoints, thereby enhancing security and supporting multi-tenant architectures.

A comprehensive runbook for responding to critical incidents involving Flexport API integrations. It covers various failure scenarios, including complete API outages, webhook delivery loss, and complex supply chain data synchronization issues. The guide provides severity classification (P1-P4), diagnostic commands, and step-by-step playbooks for rapid triage and mitigation.

This skill provides a comprehensive observability stack for Flexport logistics integrations. It sets up Prometheus metrics for API health tracking, uses structured logging (pino) for debugging, implements OpenTelemetry tracing for latency analysis, and defines actionable Grafana dashboards and alert rules. This ensures reliable, performant, and fully monitored logistics operations.

A comprehensive reference architecture for building robust and scalable supply chain integrations with Flexport's logistics API. It outlines a structured pipeline using Ingest (webhooks/polling), Core (business logic services), and Expose (REST API/Dashboard layers), ensuring reliable data flow, caching, and queueing best practices.

This guide provides production-ready patterns for interacting with the Flexport REST API v2 in TypeScript and Python. It teaches crucial best practices, including implementing a singleton client for state management, handling paginated data streams, automatic retry logic, and using Zod for robust response validation, ensuring reliable logistics integrations.

This guide provides comprehensive security standards for integrating with the Flexport API. It covers critical best practices such as webhook signature verification, secure API key rotation, implementing least-privilege access controls, and data redaction for handling sensitive logistics and customs data. Essential for maintaining compliance and preventing data breaches in supply chain operations.