Integration Guides
Step-by-step tutorials to help you integrate with the TrustRails platform. From your first API call to production-ready workflows.
Getting Started
Essential guides to begin your integration
Core Workflows
Understand the rollover process and state machine
Rollover Lifecycle
Understand the complete journey of a rollover from creation to completion, including all 19 state transitions.
Action System
Learn how to query available actions and execute state transitions via the unified actions endpoint.
System Integration
Integration points for liquidation, financial details, settlement, and fund transfers between your system and TrustRails.
Features
Webhooks, KYC, e-signatures, and more
Webhooks
Set up webhook endpoints to receive real-time notifications about rollover events with HMAC-SHA256 signature verification.
Identity Verification
Handle KYC verification events and understand identity verification status updates in your rollover workflow.
E-Signature Integration
Track document signing events and handle DocuSign signature completion webhooks in your rollover workflow.
Reference
Security, compliance, and detailed specifications
Data Privacy & PII
Handle encrypted fields (SSN, account numbers) with SOC 2 compliant audit logging and decryption flows.
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