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API Overview

Our API provides secure access to core case management workflows including creating, updating and retrieving cases and child records. It supports flexible data models with both static and dynamic fields to accommodate customer configurations. This API removes the need for manual processes or custom internal tooling by enabling seamless integration with Case IQ. It includes robust validation, error handling, and observability to support reliable and scalable automation.

External developers can authenticate using service accounts, which is authenticated by OAuth2 Client Credentials. 

Key capabilities:

  • Management of cases, profiles, parties, to-dos, notes, and custom forms.
  • Role-based access control is enforced through service accounts, which are assigned scoped permissions by administrators following the principle of least privilege to ensure secure, auditable, and manageable API access. 
  • Support for dynamic field configurations.
  • Clear error messaging and telemetry for monitoring.

This results in a developer-friendly, secure, and extensible integration platform that accelerates workflow automation and system interoperability.

Base endpoint:

/api-public/1.0/{api-endpoint}