Zapier connects Momentum AMS with thousands of other applications so you can automate repetitive tasks and save time. By creating “Zaps,” you can trigger actions in other systems when something happens in Momentum AMS — and vice versa.
If you’re new to Zapier, we strongly recommend taking the Momentum University course on Zapier before you begin. This course walks you through creating a Zapier account, understanding how triggers and actions work, and building your first automation.
Getting Access
Existing Users
If you already use Momentum AMS with Zapier, make sure you are using the most recent version of Momentum AMS for your actions and triggers.
New Users
You must be invited to use Momentum AMS triggers and actions inside Zapier:
Log into your Zapier account.
Click this invite link: Momentum AMS Zapier Invite
Bookmark the link — Zapier may remove your access periodically, and you may need to rejoin using the link. (This is a Zapier system limitation.)
Real-World Example: Sending a Thank-You Card Automatically
Goal: When a new insured is created in Momentum AMS, send them a personalized thank-you card using Thanks.io.
Steps:
Create a New Zap in Zapier.
Trigger:
Choose Momentum AMS as the trigger app.
Select Create Insured as the trigger event.
Connect your Momentum AMS account with your username and password.
Action:
Choose Thanks.io as the action app.
Select Send Postcard or Send Letter.
Connect your Thanks.io account.
Map Fields:
Pull the insured’s name and mailing address from Momentum AMS into the Thanks.io fields.
Customize the message (e.g., “Thank you for trusting [Agency Name]! We look forward to serving you.”).
Test & Activate:
Run a test to send a sample postcard.
Turn the Zap on — every new insured will now receive a thank-you card automatically.
Alternate Example: Sending a Welcome Email Automatically
Goal: When a new insured is created in Momentum AMS, send them a welcome email using Gmail or another email platform.
Steps:
Trigger:
Choose Momentum AMS → Create Insured.
Action:
Choose Gmail (or Outlook, Mailchimp, etc.) as the action app.
Select Send Email.
Write your welcome message and insert the insured’s name dynamically from Momentum AMS.
Test & Activate:
Send yourself a test email to confirm formatting.
Turn on the Zap for live use.
Available Momentum AMS Triggers & Actions
Triggers:
Create Policy
Create Quote
Update Policy (includes “Status” — Active, Expired, Renewed, Renewing, Cancelled, etc.)
Update Quote
Create Insured
Create Prospect
Actions:
Create Insured
Create Prospect (Provide only “Commercial Name” for commercial prospects.)
Create Policy
Create Quote
Best Practices
Complete the Momentum University Zapier Course before starting — it covers Zapier setup, account creation, and how to build Zaps step-by-step.
Always test Zaps before turning them on.
Use clear and personalized messaging for customer-facing actions.
Explore automation for renewals, claims, lead nurturing, and surveys.
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