Integrations
Delivery that plugs into your intake stack.
Live transfers to your phone line, real time API and ping post to your platform, webhooks, email or direct CRM delivery. Every connection is configured and tested before go live.
Delivery methods
Live transfer
Warm, introduced call handoff to your intake line.
API post
Real time JSON post of the full record to your endpoint.
Ping post
Non-identifying ping first, full post on accept.
Webhook
Opportunity data pushed to any HTTPS URL.
Email
Formatted summary to your intake inbox.
Real time reporting
Live visibility into delivered opportunities.
CRM delivery
Records mapped straight into your CRM or case system.
Technical overview
How each method works.
- 01Live transfer
- Once an opportunity matches your criteria, it is handed to the intake number you provide as a warm, introduced transfer, with the record and TrustedForm certificate following. Transfer hours are agreed with each buyer.
- 02API post
- The full record is sent as JSON in an HTTPS POST to your endpoint in real time. Your endpoint returns success or failure, and the response and your lead ID are logged for reconciliation. Authentication and field mapping are agreed during setup.
- 03Ping post
- A ping with non-identifying fields arrives first. Your system accepts or rejects against your rules and caps. On accept, the full post follows, referencing the ping ID.
- 04Webhook
- Opportunity data pushed to an HTTPS webhook URL you provide.
- 05Email
- A formatted summary, including the TrustedForm certificate URL, sent to one or more intake inboxes.
- 06CRM delivery
- If your CRM or case management system accepts inbound records by API, form post or email parsing, fields are mapped so records land in the right queue.
Sample payloads
Generic example fields.
The structure of a ping and a post. Field names and formats are mapped to your system during setup. All values are placeholders.
{
"type": "ping",
"vertical": "mva",
"state": "<STATE_CODE>",
"case_type": "<car|truck|rideshare|motorcycle|pedestrian>",
"accident_within_months": "<NUMBER>",
"injury_reported": true,
"treatment_status": "<received|scheduled|none>",
"police_report": true,
"claimant_at_fault": false,
"has_attorney": false,
"delivery": "<transfer|post>"
}{
"type": "post",
"lead_id": "<CGP_LEAD_ID>",
"ping_id": "<PING_ID_IF_APPLICABLE>",
"submitted_at": "<ISO_8601_TIMESTAMP>",
"claimant": {
"first_name": "<FIRST_NAME>",
"last_name": "<LAST_NAME>",
"phone": "<CLAIMANT_PHONE>",
"email": "<CLAIMANT_EMAIL>",
"state": "<STATE_CODE>",
"zip": "<ZIP>"
},
"accident": {
"date": "<YYYY-MM-DD>",
"case_type": "<CASE_TYPE>",
"description": "<CLAIMANT_DESCRIPTION>",
"police_report": true,
"claimant_at_fault": false
},
"injury": {
"injury_reported": true,
"injury_description": "<INJURY_SUMMARY>",
"treatment_status": "<received|scheduled|none>"
},
"screening": {
"has_attorney": false,
"claimant_insured": "<yes|no|unknown>",
"other_driver_insured": "<yes|no|unknown>"
},
"compliance": {
"trustedform_cert_url": "<TRUSTEDFORM_CERTIFICATE_URL>",
"consent_timestamp": "<ISO_8601_TIMESTAMP>",
"consent_language_version": "<VERSION>",
"blacklist_scrub": "passed"
}
}Illustrative only. Placeholder values, not real claimant data.
Onboarding
Integration setup checklist.
Choose a primary and backup delivery method
Share endpoint, credentials and field mapping, or your intake number
Agree response format, caps and delivery hours
Send test records and confirm they land correctly
Confirm TrustedForm certificate handling in your account
Go live with your test
Request pricing
Start an integration.
Share a few details. We will follow up with availability, criteria options and custom pricing based on states, criteria and volume.
- 01 API post, ping post or webhook
- 02 Live transfer or email
- 03 Tested before go live
Next step
Put exclusive MVA opportunities in front of your team.
Share your states, criteria and delivery preference. Custom pricing based on states, criteria and volume.