đź”— Integrations
Single Sign-On (SSO) Configuration
Last Updated: 23 August, 2025Overview DigiCase supports SSO to streamline user access and improve security. You can connect via SAML 2.0 or OAuth 2.0providers. Step 1: Choose SSO Provider Supported providers: Step 2: Configure in DigiCase Admin Step 3: Map Roles Step 4: Test Login ✅ Tip: Keep at least one native Admin account enabled as a fallback in case SSO fails.
CRM Integration Setup
Last Updated: 23 August, 2025Overview Sync DigiCase with your CRM (Salesforce, HubSpot, Zoho, etc.) to ensure cases and customer data flow seamlessly. Step 1: Enable CRM Connector Step 2: Define Data Sync Rules Step 3: Test the Connection ✅ Tip: Use field mapping to ensure consistency (e.g., “Case Priority” in DigiCase → “Urgency” in CRM).
Setting Up API Access
Last Updated: 23 August, 2025Overview DigiCase Cloud provides a secure, RESTful API that lets you integrate with other systems such as CRMs, ERPs, and custom apps. Step 1: Generate API Credentials Step 2: Configure Access Permissions Step 3: Test the API âś… Tip: Use sandbox mode to test without affecting production cases.