Applied Epic APIConnect Applied Epic without building on its API
Applied Epic has REST APIs through the Applied Dev Center. Developers can register and test against a mock environment, but production credentials need Applied's approval, and the agency needs an SDK-API license. If you're reading the docs because you need Applied Epic to talk to the rest of your stack, Caddi does that without you writing or maintaining integration code: you show it the job once, and it runs it across Applied Epic and your other tools.
- APIREST (Applied Dev Center)
- AuthApp credentials
- AccessApproval + license
What the Applied Epic API gives you
- Type
- REST (Applied Dev Center)
- Authentication
- App credentials
- Who can get access
- Developers can register and test against a mock environment, but production credentials need Applied's approval, and the agency needs an SDK-API license.
- What it covers
- Core Epic data such as clients, accounts, contacts and attachments.
Official docs: devcenter.myappliedproducts.com. Checked September 2026. Vendors change access terms, so confirm with Applied Epic before you build.
Building on the Applied Epic API vs. having Caddi run it
| The job | Build it on the API | With Caddi |
|---|---|---|
| Getting access | Register an app, get Applied Epic credentials, and manage tokens and refreshes. | Connect your Applied Epic account once. Caddi holds the connection. |
| Writing the integration | A developer maps fields, handles pagination, retries and rate limits, and writes the sync. | You show Caddi the Applied Epic task the way you'd train a new hire. It writes verified code for it. |
| Steps the API doesn't cover | Screens with no endpoint stay manual, or need a separate RPA tool. | Caddi uses a secure, audited browser session where there's no API, in the same automation. |
| The other systems in the loop | Each extra tool is another API, another set of credentials, another integration to own. | One automation runs across all the tools the job touches. |
| Keeping it running | Someone owns the code when the API version, fields or your process change. | Every automation is reviewed before it runs in production, and every run is logged. |
Building on the API is the right call when you have engineers and the integration is your product. When the goal is getting Applied Epic work off someone's desk, the build is the slow part.
What teams usually want the Applied Epic API for
New business & endorsements
Caddi turns inbound applications and endorsement requests into the matching Applied Epic records with the right client and policy.
Policy document filing
Caddi files policies, certificates, and correspondence to the right Applied Epic account automatically.
Applied Epic API questions
Does Applied Epic have an API?
Yes. Applied Epic has REST APIs through the Applied Dev Center, authenticated with App credentials. The official documentation is at https://devcenter.myappliedproducts.com/docs/overview.
How do I get access to the Applied Epic API?
Developers can register and test against a mock environment, but production credentials need Applied's approval, and the agency needs an SDK-API license.
Can I connect Applied Epic to my other tools without writing code against its API?
Yes. With Caddi you show the Applied Epic task once, the way you'd train a new hire, and Caddi builds it as verified code that runs across Applied Epic and the other tools the job touches. Where a step has no API, Caddi uses a secure, audited browser session in the same automation.
Do I need a developer to automate Applied Epic with Caddi?
No. There is no integration code for you to write or maintain. Every automation Caddi builds for Applied Epic is reviewed before it runs in production, and every run is logged.
Connect Applied Epic without the build.
Drop your work email and pick a time. We'll show you Caddi running your Applied Epic workflow end to end.