You Asked: What’s an API? Let’s Break It Down.
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Weekly Tips & Tricks

Hey there,

 

You may have noticed we just launched the Align Numbers API (it’s in Beta- yeah!)

 

And then you probably asked yourself: “What’s an API?”

Or maybe: “Do I need to care about this?”

 

Fair questions.

 

Here’s the simplest way I can explain it:
An API (Application Programming Interface) is a way for two systems to share data. It’s how your sales metrics from HubSpot/Salesforce/Excel—or your Finance numbers from a spreadsheet or your in-house system—can show up in Align automatically.

 

It takes some technical setup. You will need a developer.

 

But once it’s in place, your KPIs update themselves.

 

No more copy-pasting. No more reminder emails. No more scrambling before a meeting.

 

Here’s how it works:

  • You tell your developer what data you want to bring into Align.

  • They use our API to connect the source system to your Metrics.

  • The number flows in, like clockwork—daily, hourly, whatever you need.

Why it’s worth it:
✅ Numbers stay current
✅ Fewer manual errors
✅ Your team can trust the numbers and focus on action

 

This isn’t about tech for the sake of tech. It’s about building something once that saves time over and over again.

 

👉 Here’s the Numbers API guide—written for humans, not just developers.

 

If you’re thinking, “I like this idea, but I don’t know where to start,” we’re happy to help. We can walk through your account and help figure out what’s possible. Just stop by Ask Align!

Ask Align Topic: What's an API

  • Focus Topic: First 10 minutes will focus on best practices and practical advice. Talk through the best practices and what works for your specific company ...or ask questions about what you already have. 
  • Open Q&A: The remaining time will be spent on open Q&A about any topic, feature, or even your individual account.  

Ask Align is the best way to get FREE technical training and Advisory services.  We also love hearing product feedback and success stories.  Help us help you!  Please give us your feedback to make Align Customer Success work for your needs.  Email advisor@aligntoday.com or share at Ask Align!

FEATURE RELEASE: Numbers API Beta

  • Imagine what you could do if you had an API to manage numbers in the software. 
  • If that excites you, you may be the perfect participant in the Beta program. 

The API Beta group is in full testing mode.  If you want to be part of the Beta, email us asap!

 

Come to Ask Align to find out more and ask questions and learn more about what's coming soon!

The Align Team

PS - We added a Weekly Tips and Tricks history page - check out past emails!

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