Integrating Trumpia

Capabilities

DataGrail's Trumpia integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Trumpia User Role: Admin

Get Trumpia API Key

1. Log in to Trumpia.
2. In the navigation menu under Account, select Account Settings.
3. Copy your Username.
4. In the navigation menu under Account, select API Settings.
5. Copy your existing API Key and store it in a secure, temporary location.

tip

Using an existing API Key is recommended to avoid breaking any existing integrations by generating a new API Key.

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Trumpia.
2. Enter the Username and API Key.
3. Select Configure Integration.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Direct Contact Integrations
• Access Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Trumpia integration uses the SMS API v1:

Access Type	Synchronous