# Get your XactAnalysis assignments through an API > Read your XactAnalysis SP assignments, action items, statuses and notes with one API call each. Or have a workflow check All Action Items every weekday morning and email you each claim with an overdue item and its days late. Page: https://fous.com/automate/xactanalysis Updated: 2026-11-12 Works with your own XactAnalysis account. Fous is an independent product. ## What you can build on XactAnalysis ### Get assignments Runs a Search in XactAnalysis SP and reads each assignment's Detail Summary: claim number, insured, loss details, data set and who it is assigned to. - Takes: Status (optional), data set (optional) - Returns: Claim number, insured, date of loss, type of loss, CAT code, data set, job type, assigned to, XactNet address, status, estimate total ### Get overdue action items Reads the All Action Items page: every open action item across your assignments, with its due date and how many days late it is. - Takes: Assignee (optional) - Returns: Assignee, claim number, property owner, data set, action item, created by, due date, days late ### Read an assignment's notes, statuses, documents Opens one assignment's Assignment Detail and reads the Notes widget with user and system notes, the Statuses widget with each date, and the Documents widget. - Takes: Claim number - Returns: Notes (date, author, type, text), statuses (name, date), documents (name, approval status) ### Add a note to an assignment Opens one assignment's Assignment Detail, selects Add note in the Notes widget, writes the note and sends it. - Takes: Claim number, note text, include signature (yes or no) - Returns: Claim number, note date, note text ## Automate XactAnalysis with a workflow A [workflow](/product/workflows) runs your methods as one process, with nobody at the screen. A schedule or a call from your own system starts it, the steps run in order, and the result arrives in your inbox or in the systems you already use. ### Overdue action items, every weekday morning Starts: Every weekday at 7:00 1. Get all open action items from the All Action Items page. 2. Keep the items with one or more days late. 3. Email you the list grouped by assignee, with claim number, property owner, action item and due date. ### New assignments into your job management system Starts: Every 15 minutes 1. Get the assignments with the status Assignment Received. 2. Keep the claims that were not there on the last run. 3. Post each one, with insured, date of loss, type of loss and data set, to your system's webhook. ### New notes on your open assignments Starts: Every weekday at 16:00 1. Get your assignments and keep those whose latest status is not Job Completed. 2. For each claim, read the notes on its Assignment Detail. 3. Keep the notes that were not there on the last run. 4. Email you the new notes, one section per claim number. You can run a workflow by hand on every plan, Free included. Schedules and webhook triggers come with the paid plans, from $29 a month. ## Once built, one call from your code Once you have built a [method](/product/methods), it is one POST to /v1/runs from your backend, or a tool an AI agent calls over MCP. This is what “Get assignments” would look like. Example request: ``` curl https://api.fous.com/v1/runs \ -H "Authorization: Bearer $FOUS_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "method": "xactanalysis.com/get_assignments", "input": { "status": "Assignment Received" } }' ``` Example response: ``` { "status": "completed", "data": { "assignments": [ { "claim_number": "HO-2026-418833", "insured": "Northwind Holdings LLC", "date_of_loss": "2026-11-08", "type_of_loss": "Water", "cat_code": null, "data_set": "Acme Mutual Property", "job_type": "Mitigation", "assigned_to": "Globex Restoration", "xactnet_address": "GLOBEX.REST", "status": "Assignment Received", "estimate_total": null } ], "count": 1 } } ``` An example with invented data, not a ready-made endpoint. The method exists in your organization once you build it, and its name, inputs and fields follow your request. ## XactAnalysis’s own options Verisk's XactAnalysis help centre documents no API that a service provider calls itself. Integrations pass assignment data between XactAnalysis and a third-party system you already have an account with, and your Xactware account manager or sales representative enables them. In XactAnalysis SP you work in Search, Assignment Detail, All Action Items and the Reports menu. | Option | What it covers | What it takes | | --- | --- | --- | | Third-party integrations | Assignment data passed between XactAnalysis and another company's system, and integrated reports or services requested from an assignment. | An account with that company, then the connection enabled by your Xactware account manager or sales representative. | | Reports menu | Activity, Industry Trend and Management reports. Management reports are emailed to you when they are ready. | Management reports need the Run Management Reports application right. | | XactAnalysis SP by hand | Search with your own columns and an Excel export, Assignment Detail with notes, statuses, documents and photos, and All Action Items. | An Xactware ID linked to an SP user, with data set and application rights. | Read on November 12, 2026: [XactAnalysis Integrations](https://xactanalysis.helpdocs.io/l/enUS/article/tsfcg2l879-xact-analysis-integrations), [XactAnalysis SP frequently asked questions](https://xactanalysis-sp.helpdocs.io/l/enUS/article/1c1vb416pd-faq), [XactAnalysis SP Search](https://xactanalysis-sp.helpdocs.io/l/enUS/article/qnvkgxnj7w-search). ## Signing in to XactAnalysis XactAnalysis signs you in with your Xactware ID and password, then a code emailed to you. Email is the required second step for users who do not sign in through their company's federation. With Fous you sign in once through that sign-in with your own account: the login is sealed with AES-256, the emailed code is handled, and an expired session is signed back in. ## Worth knowing - **Notes are permanent**: A note added to an assignment cannot be edited or deleted. A method that adds notes should only send text someone has written or approved. - **Some notes are hidden from SP users**: The sender can tick Exclude from "XactAnalysis For Service Providers" on a note. A user with SP access only never sees those notes in Assignment Detail, so a method cannot read them either. - **Your application rights decide what you see**: Mark Complete on an action item needs the Edit Action Items right, and Management reports need Run Management Reports. A method reads and does only what your own user can. - **Reassignment stops at download**: An assignment can be reassigned only before the contractor or adjuster downloads it. After that its status shows Delivered. ## More in Trades, field service and facilities - [Travis Perkins](https://fous.com/automate/travis-perkins.md) - [GreenSky merchant portal](https://fous.com/automate/greensky-merchant-portal.md) - [CorrigoPro](https://fous.com/automate/corrigopro.md) - [Housecall Pro](https://fous.com/automate/housecall-pro.md) - [Gas Safe Register online services](https://fous.com/automate/gas-safe-register-online-services.md) - [Frontdoor Contractor Portal](https://fous.com/automate/frontdoor-contractor-portal.md) - [LennoxPros](https://fous.com/automate/lennoxpros.md) - [Carrier Enterprise](https://fous.com/automate/carrier-enterprise.md) - [Johnstone Supply](https://fous.com/automate/johnstone-supply.md) - [PowerClerk](https://fous.com/automate/powerclerk.md) - [Angi Pro](https://fous.com/automate/angi-pro.md) - [Thumbtack Pro](https://fous.com/automate/thumbtack-pro.md) - [Checkatrade](https://fous.com/automate/checkatrade.md) - [HD Supply](https://fous.com/automate/hd-supply.md) - [Ferguson](https://fous.com/automate/ferguson.md) - [Reece maX](https://fous.com/automate/reece-max.md) - [SRS Roof Hub](https://fous.com/automate/srs-roof-hub.md) - [GC ONLINE PLUS](https://fous.com/automate/gc-online-plus.md) - [Enphase Installer Platform](https://fous.com/automate/enphase-installer-platform.md) - [Bunnings PowerPass](https://fous.com/automate/bunnings-powerpass.md) Other industries: [Basware Portal](/automate/basware-portal), [Dext Prepare](/automate/dext-prepare), [Zillow Premier Agent](/automate/zillow-premier-agent), [RepairLink](/automate/repairlink), [USS CIS](/automate/uss-cis), [Paycom](/automate/paycom). ## Frequently asked questions ### Does XactAnalysis have an API? Not one that Verisk documents for service providers to call themselves. Integrations pass assignment data between XactAnalysis and a third-party system you have an account with, and your Xactware account manager enables them. Otherwise you work in XactAnalysis SP: Search, Assignment Detail, All Action Items and the Reports menu. ### How do I see which XactAnalysis action items are overdue? Open All Action Items. It lists Assignee, Claim #, Property Owner, Data Set, Action Item, Created By, Due Date and # Days Late, and overdue items show in red. With Fous, you can build a workflow that reads that page every morning and emails you only the late ones. ### What happens when an assignment is rejected? Its status changes to Rejected and the insurer reassigns the claim. Assignment Rejected is one of the statuses XactAnalysis updates by itself, along with Assignment Received, Contractor Notified and Estimate Returned to XactAnalysis. ### Why can't I see some notes on an assignment? The sender can mark a note Exclude from "XactAnalysis For Service Providers", and it is then hidden from users with SP access only. Notes you can see cannot be edited or deleted once they are added. ### Is Fous affiliated with Verisk? No. Fous is an independent product. You use it with your own XactAnalysis account, and a method reads and does only what that account can. Fous is an independent product: it is not affiliated with, endorsed by or sponsored by the operator of XactAnalysis (Verisk (Xactware)). The name is used only to say which system this page is about. Something here wrong or out of date? Write to legal@fous.com.