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AppFolio Integration Setup

  • Updated

This article outlines the process of integrating your AppFolio Max PMS with EliseAI. 

To integrate AppFolio with EliseAI, you must use EliseCRM for your customer relationship operations. This is because we cannot sync AI Assistant Handoffs or Calendar Updates to your AppFolio. 

However, we DO sync the following guest card updates to AppFolio: 

  • Information Updates (Name, Status, Contact Info)
  • Conversation Links (You must view full conversation histories in EliseCRM)

 

 

Developer Credentials

  1. Log in to your AppFolio Developer Space at https://developer.appfolio.com.
  2. Retrieve Your Developer ID
    • Select your account name > Admin > Developer ID in the Developer Details card.
  3. Retrieve Your Basic Authentication Credentials.
    • Beneath API Credentials, select Basic Auth.
    • Select Generate a Client Secret on the same row to generate your client secret. Store your client secret in a safe place.
  4. Retrieve your Client ID.
    1. Navigate to your Dashboard > Access Credential Management > Show Client ID.
  5. Send your EliseAI Customer Success Manager the following credentials:
    • Developer ID
    • Client Secret
    • Client ID

 

Webhook Setup

Once you send EliseAI your credentials, you may begin webhook setup. 

 

1. Webhook Access

  1. Log in to your AppFolio Developer Space at https://developer.appfolio.com.
  2. Click Request Help
  3. Copy and paste the following message into the text box: 

"Please enable webhooks. EliseAI will be using the "leads" webhook topic for lead traffic."

If you do not receive a response or confirmation within 24 hours, email your AppFolio representative with the same request. Copy your Customer Success Manager on the email. 

 

2. Configure Webhooks

Configure your AppFolio webhooks once they are enabled. Note that you must have an Admin role to perform these steps. 

 

1. Set your Webhook URL:

  1. Navigate to Admin Settings > Webhook Card.
  2. Select Admin in the user dropdown on the page's top right corner.
  3. Navigate to the Webhooks Card at the bottom left of the page.
  4. Click Edit on the Webhooks card. This allows you to edit the Webkook URL.
  5. Set your Webhook URL to https://api.eliseai.com/v1/integrations/appfolio/lead_events

 

2. Subscribe to the Lead webhook topic: 

After webhooks are enabled for your integration, you will receive access to a subset of webhook topics. This is a specific event or category of events that can trigger a webhook. 

  1. Navigate to your list of webhook Topic Subscriptions.
  2. Subscribe to the Lead webhook topic by checking the box next to its entry.
  3. Click Send Test Event to ensure the webhook URL can receive an event notification.
  4. Navigate to the Webook Logs page. If your test event was successful, an entry appears in your webhook logs stating that the test was successful.
  5. Click See All Events to view a list of all webhook events, if needed. 

 

Request API and Additional Field Access

Send the following email to database.api.support@appfolio.com and CC your CSM:

Hello,

EliseAI needs access to the “GuestCardId” field on the “List All Leads” endpoint as well as access to “Create Lead Note” and “Update Lead Note”. Let us know when this is complete.

 

 

 

 

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