The Safari Portal API allows you to integrate Safari Portal with your existing systems and automate many of the tasks that would otherwise be performed manually.

Whether you're connecting your CRM, website, accounting platform, reporting tools, or internal applications, the API gives you the flexibility to build workflows that fit your business.

Automatically capture new enquiries

Automatically create new files in Safari Portal from enquiries submitted through your website, Typeform, Meta Lead Ads, or any other lead source.

Some of the things that are possible with the API include:

• Create new files automatically
• Create and update contacts
• Apply tags
• Assign pipeline stages
• Capture enquiry information without manual data entry
• Record important client information such as birthdays, anniversaries, and other custom fields
  

This allows every enquiry to enter Safari Portal already organized and ready for your team.

Keep your workflows in sync

If you already manage parts of your workflow in another system, the API can keep Safari Portal up to date automatically.

For example, you can:

• Move files between pipeline stages
• Reassign sales consultants or trip leaders
• Update priorities, tags, or classifications
• Synchronize information between Safari Portal and your existing CRM or operational systems
  
  

Build custom reporting

The API makes it easy to connect Safari Portal with business intelligence and reporting tools.

It is possible to use the API to feed data into:

• Metabase
• Looker
• Microsoft Power BI
• Google Sheets
• Internal reporting platforms
  

This allows you to build reports that are specific to your business, including:

• Revenue by consultant
• Conversion by lead source
• Trip performance
• Seasonal trends
• Pipeline reporting
• Supplier performance
• Custom dashboards

Connect your accounting workflows

Use the API to integrate Safari Portal with your finance and bookkeeping processes.

For example, you can:

• Export invoices
• Retrieve payment information
• Track outstanding balances
• Synchronize invoice data with accounting software
• Build custom collections or payment reminder workflows
  
  

Improve operations and client service

The API can also automate operational workflows.

Examples include:

• Sending traveller information to suppliers
• Sharing dietary requirements or medical information securely
• Creating operational checklists
• Generating daily departure reports
• Posting automated updates to Slack or Microsoft Teams
• Triggering internal workflows based on trip activity
  
  

Build your own integrations

Because the API provides programmatic access to Safari Portal, you can build integrations with virtually any platform that supports APIs.

Examples include:

• CRM platforms
• Marketing automation tools
• Accounting software
• Internal business applications
• Reporting platforms
• Communication tools
• Custom web applications
  
  

Security and permissions

Every API integration uses scoped permissions, meaning each integration is only granted access to the data it requires.

API access is granted on a per-account basis and can be revoked at any time from your Safari Portal settings.

Interested in joining the beta?

The Safari Portal API is currently available as a beta program.

If you'd like early access, please contact [email protected]. A developer will be required to build your integration.

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