Services Basics
This section provides an overview of SwyftFilings services to help you understand how the services work and how to use the API to create a service order.
Swyftfilings Services Carts
A service cart is a collection of steps that are executed in order to complete an order. Each step can be a separate API call from your integration, a user action through the User Customer Portal (UCP), or an action executed by SwyftFilings agents while processing the order.
There are two types of services managed within SwyftFilings:
- Incorporation Package Services: These services are used to create new businesses of type LLC, S-Corp, C-Corp, or Nonprofit. Any of these business types are created based on package selection, which is essentially a set of services bundled together to offer better prices to users. You can contact our team at [email protected] to get more information about incorporation package services or to create custom packages for your needs. Learn more about incorporation flows →
- Standalone Services: These services are the most basic services and are used to create a single service order like EIN, Annual Report, 501c3, operating agreement, etc. Learn more about standalone flows →
Service Cart Flows
Both Standalone and Incorporation Package Services share a common structure that allows you to create a service cart and add services to it. The structure is as follows:
- API Order Submission: You use our API to create a service cart order, add services to it, and submit the order to SwyftFilings. Once the order has a status of
Under Reviewand has a submission date, SwyftFilings will start processing the order and your users will receive updates via the Customer Portal and emails about the process. After order submission, you can optionally send additional information to the order according to the submitted products in the order using the API as well. Check examples in Incorporation Service Example → or Standalone Service Example → for more information. - User Customer Portal (UCP): You must implement a portal integration so your users can fill out missing information in the User Portal and receive updates about the order status. This is an important step to ensure the order is processed correctly and that users are notified and able to follow the process. Check Customer Portal Integration → for more information.
- SwyftFilings Agents: SwyftFilings agents will process orders submitted through the API and their corresponding updates via UCP, and execute the appropriate actions to fulfill the order.
- Order tracking: You can optionally implement webhooks to receive updates about the order status and events. Check Webhooks → for more information.
Please note that the described flows are common to all services, but specific steps and requirements may vary depending on the service type. Check the following sections for more information about specific services:
Need Help?
If you have questions or need assistance:
- Contact our support team at [email protected]
- Review our API Examples for practical guidance
- Check our complete API documentation