Applied Systems

Applied Epic Clients (CRM) API

Read Applied Epic client (account) records - client lookup, benefits data such as employee counts and HIPAA compliance, and identifiers used for VoIP caller identification. Confirmed endpoint GET /crm/v1/clients is documented in third-party integration guides. OAuth scopes include epic/clients:read and epic/clients:all.

GitHub

Documentation

📖
Documentation
https://devcenter.myappliedproducts.com/docs/overview

Other Resources

🔗
BlogPost
https://www1.appliedsystems.com/en-us/blog/posts/applied-epic-api-insurance-software-integration/
🔗
APIsJSON
https://raw.githubusercontent.com/api-evangelist/applied-systems/refs/heads/main/apis.yml

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API entry from apis.yml

apis.yml Raw ↑ 
aid: applied-systems:applied-systems-clients-api
name: Applied Epic Clients (CRM) API
tags:
- Clients
- Account
- CRM
tags_raw:
- Clients
- Accounts
- CRM
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
humanURL: https://devcenter.myappliedproducts.com/docs/overview
baseURL: https://api.myappliedproducts.com/crm/v1
endpointsModeled: false
properties:
- url: https://devcenter.myappliedproducts.com/docs/overview
  type: Documentation
- url: https://www1.appliedsystems.com/en-us/blog/posts/applied-epic-api-insurance-software-integration/
  type: BlogPost
description: Read Applied Epic client (account) records - client lookup, benefits data such as employee
  counts and HIPAA compliance, and identifiers used for VoIP caller identification. Confirmed endpoint
  GET /crm/v1/clients is documented in third-party integration guides. OAuth scopes include epic/clients:read
  and epic/clients:all.