Form Webhook Integration and Mapping in Momentum AMS

Form Webhook Integration and Mapping in Momentum AMS
The Form Webhook Integration in Momentum AMS allows you to send form submissions from your website or a third-party form tool directly into your AMS as Quote Applications. This eliminates the need for manual data entry and ensures prospects or insureds are instantly available for quoting.

Once integrated, you can also map form fields to Momentum AMS fields so that future submissions automatically populate in the right place.

Part 1: Setting Up the Form Integration with the Webhook

1️⃣ Locate Your Agency ID

Log in to Momentum AMS.
Go to Agency Profile.
In your browser’s URL bar, find the number between Details/ and /Information.
- Example URL:
```
https://www8.nowcerts.com/AMSINS/Agencies/Details/[AGENCY_ID]/Information
```
Copy this Agency ID (a unique alphanumeric string). You’ll use it in your form.

2️⃣ Design Your Form

Your form can be created in any web form builder (Gravity Forms, Typeform, Jotform, etc.) but must collect the data you want to push into Momentum AMS.

Common fields to include:
- Applicant Name
- Email
- Phone Number
- Coverage Type
- Any other relevant quote information
Required hidden fields:
- AgencyID → Set this value to your Agency ID from Step 1.
- Form Name → Give your form a descriptive name, such as "Auto Insurance Quote Application".
  - This name is critical—Momentum AMS uses it to remember your mapping for future submissions.

3️⃣ Set Up the Webhook URL

Configure your form to send data via POST request to this Momentum AMS endpoint:


https://api.nowcerts.com/api/PushJsonQuoteApplications

Note: Ensure your form platform supports POST webhooks in JSON format.

4️⃣ Submit a Test Application

Fill out your form with test data.
Log in to Momentum AMS → Prospects/Leads > Quote Applications.
Confirm that your test submission appears.

Part 2: Mapping Fields in Momentum AMS

Once your first submission is in the system, you’ll map your form fields to Momentum AMS fields so the system knows where to place the data.

1️⃣ Open the Received Application

Go to Prospects/Leads > Quote Applications.
Find your submitted form and click Edit.

2️⃣ Understand the Mapping Layout

When viewing the application:

Left Column → Field labels from your form (e.g., Applicant Name).
Middle Column → The data submitted (e.g., John Doe).
Right Column → A Map button to assign the data to a Momentum AMS field.

3️⃣ Map Each Field

For each form field:

Click Map next to the submitted data.
Select the correct Momentum AMS field (e.g., Applicant Name → Insured Name).
Repeat for all fields.

4️⃣ Save and Merge

Click Save and Merge.
This will:
- Write the submitted data into Momentum AMS.
- Save your mapping for all future submissions from this form.

Part 3: Automating Future Submissions

1️⃣ Mapping Memory

As long as the Form Name stays the same, Momentum AMS will automatically apply your saved mapping for all future submissions.

2️⃣ Processing New Applications

Go to Prospects/Leads > Quote Applications.
Open the new submission.
Review for accuracy.
Click Save and Merge—no need to re-map.

Best Practices

Use descriptive form names: Example: “Homeowners Quote Form” instead of “Form 1.”
Test before going live: Submit several sample entries to confirm mapping is correct.
Review mapping regularly: If you add new form fields or AMS fields change, re-check mappings.
Keep hidden fields secure: Only the form admin should know the Agency ID.