Overview
This node integrates with the NowCerts API via the Momentum service, allowing users to create various entities such as prospects, insured individuals, policies, and tasks. Specifically, for the "Create Prospect" operation, it sends prospect data to the NowCerts API to insert a new prospect record.
Common scenarios where this node is beneficial include automating the creation of insurance-related records in NowCerts from other systems or workflows, such as CRM platforms or lead generation tools. For example, when a new lead is captured on a website, this node can automatically create a corresponding prospect in NowCerts, streamlining the sales pipeline.
Properties
| Name | Meaning |
|---|---|
| Prospect Data | JSON object containing the details of the prospect to be created in NowCerts. This should be a valid JSON structure representing the prospect's information. |
Output
The node outputs an array of JSON objects, each representing the response from the NowCerts API after creating a prospect. The json output field contains the API's response data, which typically includes details about the newly created prospect record.
No binary data is output by this node.
Dependencies
- Requires an API key credential for authenticating with the NowCerts API.
- The node makes HTTP POST requests to the NowCerts API endpoints.
- Requires configuration of credentials including base URL, username, password, and client ID for OAuth token retrieval.
- The node uses OAuth 2.0 password grant flow to obtain an access token before making API calls.
Troubleshooting
- Authentication failed: No access token received: Indicates that the OAuth token request did not return an access token. Verify that the provided credentials (username, password, client ID, and base URL) are correct.
- Authentication failed. Please check your credentials.: General authentication failure; ensure all credential fields are properly set and valid.
- Operation "XYZ" is not supported: Occurs if an unsupported operation value is used. Confirm that the operation is one of the supported options ("createProspect", "createInsured", "createPolicy", "createTask").
- API request errors: If the API returns an error response, the node will throw an error containing the response body. Check the API documentation and the data sent in the JSON payload for correctness.
Links and References
- NowCerts API Documentation (for detailed API usage and data formats)
- OAuth 2.0 Password Grant Flow: https://oauth.net/2/grant-types/password/