Note for Enhanced Records accounts: Legacy Sales Automated Workflows are only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced Records, visit the Subscription page.
Legacy Sales Automated Workflows in AMS+ allow you to send Sales Record data to external systems using an API endpoint with an HTTP Trigger action. The setup process starts in AMS+ by creating a Legacy Sales Automated Workflow. From there, you'll move to Zapier to copy the API endpoint, then return to AMS+ to finalize the data transfer configuration. Once everything is set up, you can test the workflow to ensure the data is sent successfully and appears in the Zap.
Requirements
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Sales Enablement Visible and Manage Users permissions.
- Your agency must have a Zapier account that includes the Webhooks by Zapier app (a premium Zapier feature). This is a separate subscription from AMS+.
- You must have permission to create and publish Zaps in your Zapier account.
In this article
Use cases
The HTTP Trigger is a Legacy Sales Automated Workflow action in AMS+ that works similarly to a webhook. It automatically sends data from AMS+ to an external system when specific events occur. For example, our Zapier integration includes a pre-built webhook that triggers when an Individual Record is created or updated.
Legacy Sales Automated Workflows can also trigger webhooks in Zapier for Sales Records when the workflow criteria are met. This allows you to send Sales Record data from AMS+ to third-party systems exactly when needed.
Note: It's not required to use webhooks with Zapier, but it's the most common use case.
Webhook examples:
- When a Sales Record is created, send it to a Zapier webhook to add to a Google Sheet.
- When a client's birthday is approaching, send the Sales Record to a Zapier webhook to mail them a card through Handwrytten.
- When certain criteria are met, send Sales Record data to a third-party system.
Legacy Sales Automated Workflow and Zap setup
Notes
- You will need to navigate back and forth between AMS+ and Zapier to complete setup. We recommend having one tab or window open with AMS+ and another with Zapier for efficiency.
- The Zapier integration does not need to be activated in your AMS+ account.
- You do need a Zapier subscription, separate from AMS+, that includes the Webhooks by Zapier app. This is a premium Zapier app.
1. Start Legacy Sales Automated Workflow in AMS+
- Go to Automated Workflow > Sales tab.
If you have an existing workflow, jump to Start Zap in Zapier.
- Select the Add Workflow button.
- Name the new workflow and select its Record Types.
- Select your filter criteria.
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Note: If you want to send the Sales Record Policy data, the trigger must include the Carrier, Product, Policy Status, or Policy Coverage Type filters.
- Select Save.
2. Start Zap in Zapier
- In a separate tab or window, go to https://zapier.com/ and log into your Zapier account.
- Go to Create > Zaps.
- In Zap setup, select the Trigger.
- In Trigger setup, select Webhook or search for the Webhooks by Zapier event.
- Set the event to Catch Hook and select Continue.
- Ignore the Pick off a Child Key step and select Continue.
- In the Your webhook URL section, copy the webhook URL.
- Go back to the tab or window with your AMS+ account.
3. Add Action to AMS+ Legacy Sales Automated Workflow
- In AMS+, go to the desired Legacy Sales Automated Workflow and select the Add Action button.
- In the list of workflow actions, select HTTP Trigger.
- In the action's After field, enter the number of minutes you want to wait before the trigger sends the Sales Record's data to Zapier's webhook.
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Note: 0 minutes means immediately.
- In the action's Website field, paste the webhook URL you copied from Zapier in step 7 of Start Zap in Zapier.
- Add the desired field names and values from the Snippet list.
For example, if you need first and last name, copy and paste the name and snippet in the columns. Add one row for each data point you need to send out.
- After all parameters have been added, select Save.
4. Test the setup
- In AMS+, create a test Sales Record and trigger the Legacy Sales Automated Workflow criteria as defined in step 4 of Start Legacy Sales Automated Workflow in AMS+.
- In Zapier, go to the Zap and test the Trigger.
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The test should show all of the parameters populated from the test Sales Record.
Note: Only data populated on the Sales Record will show. Policy data may be blank if the Legacy Sales Automated Workflow trigger does not include Carrier, Product, Policy Status, or Policy Coverage Type filters.
- In Zapier, start adding actions to your Zap and map the AMS+ Sales Record data points to your desired third-party app.