The intended audience for this article is Agents.
Wunderite's AMS360 integration allow agents to instantly create and update the
following records in Wunderite & AMS360 (2-way):
Personal accounts with the following data points:
Name
Email
Phone / Extension
Address
Commercial accounts with the following data points:
Name
Website
Phone / Extension
Fax
Address
NAICS code
SIC code
Contacts within a commercial account with the following data points:
Name
Prefix
Email
Phone / Extension
Title
While Wunderite does update data in AMS360, we do not delete records in AMS360. The first phase of our integration requires accounts to originate from AMS360; Commercial and Personal account creation in Wunderite is disabled.
Automatically Create Activities in AMS360
Wunderite's AMS360 integration automatically creates activities in AMS360 when trigger actions are completed in Wunderite. The Activity in AMS360 includes user details, date/time, attached PDF(s), and direct links to Wunderite from AMS360.
The following Wunderite triggers create activities in AMS360:
Agent or customer marks a form as completed
All parties sign a form