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Applied Epic Integration

Wunderite's Standard integration with Applied Epic AMS

Peter MacDonald avatar
Written by Peter MacDonald
Updated yesterday

Wunderite: Applied Epic Standard Integration

Wunderite integrates with Applied Epic agency management software through our partnership with Synatic.

Our Epic integration uses:

  • Applied Epic’s Bulk Data Extract (BDE) to automatically create records in Wunderite

  • Applied Epic’s Software Development Kit (SDK) to move forms completed in Wunderite back to Epic via Attachments.

  • Synatic Relay technology to connect between client networks and the Synatic cloud.

Note: This integration involves costs payable to both Applied Epic (for SDK access) and Synatic, in addition to your Wunderite subscription.

Data Shared from Applied Epic to Wunderite

When enabled, Wunderite's Applied Epic integration automatically creates the following records in Wunderite:

  • Commercial accounts with the following data points:

    • Name

    • Website

    • Phone Number

    • Fax

    • Address

    • Description of Operations

    • NAICS code (if valid)

    • SIC code (if valid)

    • Contacts within a commercial account with the following data points:

      • First/Last Name

      • Email

      • Phone

      • Primary (when applicable)

      • Notes

Data Shared from Wunderite to Applied Epic

Completed Forms → sent back to Epic as an Attachment

  • Includes the form PDF

  • Uses the form name as the description

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