Form Webhook Integration

Step-by-Step Guide for Setting Up Form Integration and Mapping in Momentum AMS

Part 1: Setting Up the Form Integration with the Webhook

1. Locate Your Agency ID

• Log in to Momentum AMS.
• Navigate to your Agency Profile.
• In the URL of your browser, identify the number between Details/ and /Information.
  For example:
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  https://www8.nowcerts.com/AMSINS/Agencies/Details/[AGENCY_ID]/Information

  Copy the Agency ID (a unique alphanumeric string) for use in your form.

2. Design Your Form

• Create a form to collect relevant data for applications, such as:
  • Applicant Name
  • Email
  • Phone Number
  • Coverage Type
• Include two custom hidden fields in your form:
  • AgencyID: Set this field to the unique Agency ID you identified in Step 1.
  • Form Name: Use a descriptive name for the form, such as "Auto Insurance Quote Application."

3. Set Up the Webhook URL

• Configure the form to send data via a POST request to the Momentum AMS webhook:
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  https://api.nowcerts.com/api/PushJsonQuoteApplications


4. Submit a Test Application

• Fill out the form with test data and submit it.
• Log in to Momentum AMS and navigate to Prospects/Leads > Quote Applications.
• Confirm the test submission appears in the system.

Part 2: Mapping Fields in Momentum AMS

1. Open the Received Application

• Log in to Momentum AMS.
• Navigate to Prospects/Leads > Quote Applications.
• Find the submitted application and click Edit.

2. Understand the Mapping Layout

• Labels on the Left: Field names from your form (e.g., "Applicant Name").
• Data in the Middle: Submitted data from your form (e.g., "John Doe").
• Map Button on the Right: Click this to map the submitted data to a corresponding field in Momentum AMS.

3. Map Each Field

• For each field in the form:
  • Click the Map button next to the data.
  • Select the corresponding Momentum AMS field (e.g., map "Applicant Name" to "Insured Name").
• Repeat the process for all fields.

4. Save and Merge

• Once all fields are mapped, click Save and Merge.
• This action:
  • Saves the submitted data into Momentum AMS.
  • Stores the mapping configuration for the current form.

Part 3: Automating Future Submissions

1. Form Name for Mapping Memory

• The Form Name ensures that Momentum AMS remembers the mapping configuration for the form.
• When future submissions are received using the same form:
  • The saved mapping will be applied automatically.

2. Processing Future Applications

• Navigate to Prospects/Leads > Quote Applications.
• Open a new submission.
• Review the data for accuracy.
• Click Save and Merge—no additional mapping is required.

Best Practices

• Use Descriptive Form Names: Make form names specific to the type of application (e.g., "Home Quote Application").
• Test the Workflow: Submit test data to verify that the integration and mapping function properly.
• Review Mapping Periodically: Ensure mappings remain accurate if form fields or Momentum AMS fields change.

If you need further clarification or additional help, feel free to ask!