Integrations And API

Customer docs and API reference solve different problems.

Who this is for

Use this page if you are planning or implementing a TrialStack integration and need to understand the product workflow before moving to raw contracts.

Use this site for

• integration prerequisites
• product concepts and workflow context
• sequence guidance for common integration tasks
• curated examples and decision points

Use API reference for

• exact request and response contracts
• schema-level details
• operation-by-operation endpoint behavior

Recommended pattern

When TrialStack publishes integration guidance, structure it in this order:

1. explain the business workflow
2. explain the recommended system flow
3. highlight constraints or prerequisites
4. link to the relevant OpenAPI or Scalar reference for exact contract details

That keeps customer docs readable while still giving technical teams a clear path to source-of-truth API documentation.

What integration owners should understand first

• which records the integration will touch
• whether the workflow is synchronous in the UI or queue-backed in the background
• where approvals, history, or restore behavior matter after the integration writes data
• whether end users will review AI-assisted or generated output before relying on it

Common integration topics

• authentication expectations and access control
• when to use the UI versus API versus queue-backed workflows
• webhooks and outbound integration patterns
• exports and data movement workflows
• health and status surfaces
• media and file-linked workflows
• how job-backed operations appear to end users

Typical integration sequence

1. Read the workflow page for the relevant record type.
2. Confirm who owns the operational process in the customer team.
3. Decide whether the integration needs immediate writes, asynchronous processing, exports, or event-driven hooks.
4. Use TrialStack API reference for exact contracts.
5. Validate the result in the same workflow context users will see in the product.

flowchart TD
    A[Read workflow guidance] --> B[Confirm process owner]
    B --> C[Choose integration mode]
    C --> D[Implement API contract usage]
    D --> E[Validate in workflow context]

Common mistakes to avoid

• starting from endpoint shapes without understanding the user workflow
• assuming queue-backed work behaves like an immediate synchronous save
• ignoring approvals, history, or restore behavior when integrating with governed records
• treating AI-assisted output as complete business truth without a review step

UI model for this site

This customer docs app uses Astro for rendering, markdown content collections for authoring, and a simple static theme shell for navigation and reading. That keeps the site lightweight and predictable.