API | SmartConnect RESTful API | Medium to High | Custom Integration | User Initiated / System Automated | - Standard API suitable for various levels of integration.
- Recommended exclusively for developers.
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External Data Source | Google Maps | Low | Geolocation Service | User Initiated | - Calculate longitude and latitude whenever an address is entered or modified in the system.
- Offers various geographic map plotting functionalities.
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External Data Source | CAPTCHA | Low | CAPTCHA Service | User Initiated | - Distinguish between human users and automated systems through an external source, such as Google reCAPTCHA.
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External Data Source | Translation | Low | Translation Service | User Initiated | - Translate custom field values utilizing an external source, such as Google Translate.
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External Data Source | Organization Vetting Services | Low | External Verification Service | User Initiated / System Automated | - Verify the status of an organization against external sources such as the IRS, CRA, OFAC, etc.
- Can be employed to vet organizations during registration and on an ongoing basis thereafter.
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External Data Source | CSI Web | Low | External Verification Service | User Initiated | - Verify the status of an organization against the CSI Web watch lists.
- A service account must be provided.
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External Data Source | GuideStar Search | Low | External Verification Service | User Initiated | - Verify the status of an organization against the GuideStar database.
- A service account must be provided.
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External Data Source | GuideStar Charity Check | Low | External Verification Service | User Initiated | - Update organization information using the GuideStar Charity Check database.
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External Data Source | US Census Integration | Low | External Data Source | User Initiated | - Utilize an organization's address to retrieve and compare US Census statistics.
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External Data Source | PUBMED Publications | Low to Medium | External Data Source | User Initiated | - Retrieve and import publication information sourced from PUBMED.
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External Services | Document Generation | Low to Medium | Document Generation | User Initiated / System Automated | - Generate Microsoft Word documents from configured templates, such as MS Word Merge custom fields.
- Generate Microsoft Excel documents from configured templates, such as exports from reports or list views.
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External Services | Adobe Acrobat Sign | Low to Medium | Digital Signature Service | User Initiated | - Generate and send documents that necessitate secure digital signatures.
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External Services | Stripe Payment Processor | Low to Medium | Financial Payment Service | User Initiated | - Enable direct payments via Stripe from SmartSimple.
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External Services | Service Provider Integration | Low to Medium | External Service Request | User Initiated | - Request translation and transportation services from your system using our third-party providers such as Able Translations, Exacta Interpreting, All Languages, and Rapid City Transportation.
- A service account must be provided.
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System Integration | Single Sign-On | Medium | Authentication | User Initiated | - Implement single sign-on authentication from your identity provider system into SmartSimple.
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System Integration | Financial Payment Integration | Medium | System Integration | User Initiated / System Automated | - Various features and techniques are available to route payments generated from SmartSimple directly to your financial system.
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System Integration | Email Delivery | Medium | Email | User Initiated / System Automated | - Route emails from SmartSimple through your own SMTP server for enhanced security.
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System Integration | Salesforce Integration | Low | System Integration | User Initiated / System Automated | - Synchronize your organizations and contacts between SmartSimple and Salesforce.
- A service account must be provided.
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