Integrations

Back9 Integration
Setting up the Back9 Integration in NowCerts From your NowCerts login, click on your name at the top right and select Profile Then, click ...
Sun, 10 Oct, 2021 at 10:55 PM
HTML Forms Integration Guide
In order to make a custom HTML form to post data into NowCerts, the agency needs to use our API. There is a Zendesk page with some explanations and a link ...
Thu, 30 Jul, 2020 at 2:58 PM
OneDrive: Microsofts personal cloud storage
With NowCerts' integration with OneDrive, you can conveniently integrate your OneDrive/Sharepoint storage within the NowCerts file system. The int...
Wed, 26 Jan, 2022 at 1:51 PM
RingCentral Extension for Google
Benefits: Although using RingCentral for Google offers many features, the main ones that will improve your experience with NowCerts would be the &quo...
Sat, 1 Aug, 2020 at 12:54 PM
Custom Mapping to InfusionSoft
Video link: click here to view related InfusionSoft videos in our video collection   Custom Policy Mapping for InfusionSoft is now available. One can c...
Mon, 3 Aug, 2020 at 1:29 PM
Custom Mapping to InfusionSoft
Video Link: click here to see related InfusionSoft videos in our videos collection.    Custom Policy Mapping for InfusionSoft is now available. One can ch...
Sun, 9 Jun, 2019 at 2:04 PM
Texting (SMS),Two-Way Texting, and Mass SMS
As you know, NowCerts has an SMS/texting function. Free texting is available, but it is one-way texting only. Anyone can send a text to their Insureds/Pr...
Thu, 9 Dec, 2021 at 2:31 PM
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