Integrating Group Management

Description

 Hi Marley helps carriers organize their teams to enable more advanced filtering in the Chats tab and in Marley Insights.

Learn More about Groups in the Hi Marley Webapp

This article will provide insight on managing groups from any system using the Hi Marley API. 

The group management API endpoints provide the functionality to build integrations that create, update, and delete groups in Hi Marley from any system.

If you are new to our integrations, please reference our technical documentation here. 

API Overview

Group Management	Create Group	Create a group
	Update Group	Update a group
	Delete Group	Delete a group
	Retrieve Group by ID	Retrieve a single group
	Retrieve All Groups in your Organization	Retrieve all groups
Technical Documentation	View detailed endpoint documentation in Postman

Watch our recorded Group Management API Demo below

 

System of Record Integration

Develop the group management API endpoints as a part of events within your system of record to synchronize all groups of adjusters and their supervisors with groups in Hi Marley.

Requirements

• Group Creation: Creating a new group in your system triggers POST /api/groups API request to create the group in Hi Marley.
  • Store id element from group creation API response in database/location associated with the groups in your system of recordœ when creating a group to enable PUT updates to this group. 
• Group Update: Trigger PUT /api/groups/{groupID} API request everytime a group is updated to keep Hi Marley in sync.
• Remove Group: Deleting a group in your system triggers DELETE /api/groups/{groupId}
  • The stored id element can be removed after the successful API response.

Workflow Diagram - Creating a group from ClaimCenter