Overview
Sales 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 Sales 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.
IN THIS ARTICLE
Use Cases
The HTTP Trigger is a Sales 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.
Sales 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 my 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 sent out of AMS+ to a third-party system
Sales 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, which is separate from AMS+, that includes the “Webhooks by Zapier” app. This is a premium Zapier app.
1. Start Sales 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.
- Save the workflow.
2. Start Zap in Zapier
- In a separate tab or window, go to https://zapier.com/ and log into your Zapier account.
- Once logged in, select the Create > Zaps button.
- 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 the ‘Continue’ button.
- Ignore the “Pick off a Child Key” step and select the ‘Continue’ button.
- 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+ Sales Workflow
- On the tab or window with your AMS+ account, go to the desired Sales 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 is immediately.
- In the action’s “Website” field, paste the webhook URL you copied from Zapier on Step 7 of Start Zap in Zapier.
- Add the desired field names and values from the Snippet list.
- For example, if you need first & last name, just 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, save the action.
4. Test the Setup
- In AMS+, create a test Sales Record and trigger the Sales Workflow criteria, as defined in Step 4 of Start Sales Workflow in AMS+.
- In Zapier, go to the Zap and test the Trigger.
- 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 Sales 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.