Incorporation Service Example
An Incorporation order bundles together several services into a single order to create a business (LLC, S-Corp, C-Corp, Non-Profit). This type of order lets you add additional services to the order after the order is created, such as Initial Report, EIN, Registered Agent, etc. The next list summarizes the steps to submit an Incorporation order for a business.
| Step | Method | Endpoint |
|---|---|---|
| 1. Get Service Configuration and Catalog information | GET | View reference |
| 2. Get Business Classification Data | GET | View reference |
| 3. Create order | POST | View reference |
| 4. Submit Order | POST | View reference |
| 5. Get post-checkout services (optional) | GET | View reference |
| 6. Get order information (optional) | GET | View reference |
| 7. Process order updates and requirements via Customer Portal | - | View reference |
1. Get Service Configuration and Catalog information
CAlling this endpoint will return the service configuration and catalog information for the Incorporation order. INportant information includes:
input_fields: The input fields that are required to create the Incorporation order. You can build your Front end dynamically based on this information.📝 Note: At this point only the minimum required fields are showed. Additional fields will be shown after the order is submitted and new fields may be required depending on the selected products in the order. Check Get post-checkout services for more information.
catalog: The list of products that are available for the Incorporation order.
2. Get Business Classification Data
Calling this endpoint will return the business classification data for the Incorporation order. You will required to provide a naics code from this list to create the order data in the next step.
3. Create order
Calling this endpoint will create the Incorporation order in draft status (status = "Created"). In this status the order is just a placeholder and does not represent a valid order that need to be processed by Swyftfilings.
Make sure to store the order uuid returned in the response to use it in the next steps.
4. Submit Order
Calling this endpoint will submit the Incorporation order to Swyftfilings. Here you send a list of products that will be added to the order and the order change its status to Under Review.
⚠️ Important: This will trigger the order processing, so after this point Swyftfilings will start processing the order and you will receive updates via Customer Portal, emails and webhooks according to your integration setup.
5. Get post-checkout services (optional)
Calling this endpoint will return the list of input_fields similar to the one returned in the Get Service Configuration and Catalog information step. However, this time the fields are optional information that you can ask to the user, which is required according to the products submitted in the order.
If you don't implement this endpoint, user can fill out the missing information in the Customer Portal (check Process order updates and requirements via Customer Portal).
6. Get order information (optional)
Calling this endpoint will return the order information. You can use this information to display the order details to the user or you internal systems.
7. Process order updates and requirements via Customer Portal
After the order is submitted, you will need to implement a portal integration, so your users can fill out the missing information in the Customer Portal and receive updates about the order status.
Check Customer Portal Integration for more information.