Integrations

Google Calendar Integration
The new Google Calendar integration is ready to use. To set up the Google Calendar integration, follow these steps: 1. From the main navigation me...
Tue, 4 Aug, 2020 at 1:17 PM
InfusionSoft Integration (Part 1)
InfusionSoft Integration (Beta) To export records to InfusionSoft, follow these steps: 1. Prior to exporting data, you will need to authori...
Tue, 4 Aug, 2020 at 2:26 PM
Setting Up TurboRater Integration
There are a couple of steps necessary to enable TurboRater & Nowcerts integration: 1. Enter your TurboRater username in your "Profile" ...
Tue, 4 Aug, 2020 at 4:45 PM
Importing Quotes from Applied Rater (SEMCAT)
NowCerts can easily bridge application to the Applied Rater, but the Applied Rater does not provide a bridge to Nowcerts (or anyone else for that matter)...
Mon, 27 Jul, 2020 at 2:24 PM
How do I Connect My VOIP Application (like RingCentral, Vonage, etc.) to NowCerts?
To connect your VOIP application (like Ring Central, Vonage, etc.) to NowCerts, follow these steps:   1. In your VOIP desktop application (or plug-in),...
Thu, 6 Aug, 2020 at 4:27 PM
How do I Sync My Outlook Calendar with NowCerts?
To set up the Outlook Calendar integration, follow these steps: 1. From the main navigation menu, click on "Calendar" 2. Cli...
Thu, 6 Aug, 2020 at 4:39 PM
Smart Forms
Popular form softwares: Gravity Forms (plug-in for Word Press) https://www.gravityforms.com/add-ons/webhooks/ Tutorial video on how to set up Gra...
Fri, 7 Aug, 2020 at 12:42 PM
Formstack (formerly InsureSign): Flexible Electronic Signature Software for Any Team
To add the Formstack integration to your NowCerts account, follow these steps: 1. From your agency menu, click on "Profile" ...
Thu, 6 Aug, 2020 at 5:50 PM
Simply Easier Payments: Helping You Rethink Customer Payments
How Simply Easier Payments works: First, we will want to set up the Simply Easier Payments integration in order to use it. To do so, follow these ste...
Thu, 6 Aug, 2020 at 6:01 PM
How to Configure ePayPolicy with NowCerts
To configure ePayPolicy with NowCerts, follow these steps: 1. Contact ePayPolicy Support to have your NowCerts Impersonation Key generated 2. Log...
Fri, 7 Aug, 2020 at 12:50 PM