Overview
This node integrates with the NowCerts API via the Momentum service, allowing users to create various insurance-related records such as prospects, insured individuals, policies, and tasks. Specifically, for the "Create Policy" operation, it sends policy data to the NowCerts API to insert a new policy record.
Common scenarios where this node is beneficial include automating insurance workflows by programmatically adding new policies into NowCerts from other systems or data sources, streamlining data entry, and ensuring consistent policy creation without manual intervention.
For example, an insurance broker could use this node to automatically create a policy in NowCerts whenever a new client signs up through their website, passing all relevant policy details in JSON format.
Properties
| Name | Meaning |
|---|---|
| Policy Data | The JSON-formatted data representing the policy details to be created in NowCerts. This should conform to the expected structure required by the NowCerts API for policy creation. |
Output
The node outputs an array of JSON objects, each corresponding to the response from the NowCerts API after creating a policy. The json output field contains the full response body returned by the API, which typically includes details about the newly created policy record such as its ID and status.
No binary data output is produced by this node.
Dependencies
- Requires an active connection to the NowCerts API.
- Needs credentials including a base URL, username, password, and client ID to authenticate and obtain an access token.
- The node uses OAuth2 password grant flow to authenticate before making API requests.
- Proper configuration of these credentials within n8n is necessary for successful operation.
Troubleshooting
- Authentication failed: No access token received: Indicates that the API did not return an access token during login. Verify that the provided credentials (username, password, client ID) are correct and have sufficient permissions.
- Authentication failed. Please check your credentials.: General authentication failure; double-check credential correctness and network connectivity.
- Operation "createPolicy" is not supported: This error should not occur if the operation is correctly set to "Create Policy". If encountered, ensure the operation parameter is correctly configured.
- API request errors: If the API returns an error response, the node will throw an error containing the response body. Check the message for details such as invalid JSON structure in the policy data or missing required fields.
- Ensure the JSON provided in "Policy Data" is valid and matches the schema expected by the NowCerts API to avoid request failures.
Links and References
- NowCerts API Documentation (for detailed information on the expected policy data structure and API endpoints)
- OAuth2 Password Grant Flow overview: https://oauth.net/2/grant-types/password/