Beta Guides

These guides are grouped under a single Guides section and stay aligned with the endpoint families in the OPENAPI reference.

Available Guides

• Creating your first contact covers the first contact creation workflow.
• Submitting your first deal covers a sales lead flow that creates a contact and an origination deal.
• Utilities covers service health and connectivity checks.

How To Use These Guides

• Read the workflow summary for the endpoint flow you are integrating.
• Follow the linked API reference section for operation-level details.
• Move back to the Quick Start page if you need the broader onboarding context.