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Applied Epic Integration

Wunderite's Standard integration with Applied Epic AMS

Peter MacDonald avatar
Written by Peter MacDonald
Updated over a week ago

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.

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

Wunderite's Applied Epic integration automatically sends forms completed in Wunderite back to Epic as an Attachment, including the form PDF with the form name as description.

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