NOWCERTS INTEGRATION

The Intulse integration with NowCerts connects your phone system to your NowCerts account, giving you instant access to client details and streamlining your communication.

NowCerts Integration Key Features

• When you receive an incoming call, your phone system will display the caller’s name from NowCerts instead of just the phone number.
• Click the caller’s name to open their NowCerts record directly.
• You can add notes to the call log, which automatically includes:
  • User and extension connected
  • Date and start time of the call
  • Call duration
  • Call type (inbound or outbound)
  • External phone number
• If the call was recorded, the call recording will be attached to the call log.
• You can start calls to NowCerts contacts by searching for their name on the Phone screen.
• With the Intulse Companion App browser extension installed, you can start calls and text messages directly within NowCerts by clicking on any phone number.

To experience the integration between Intulse and NowCerts, you will need to use the Intulse App.

CONNECTING NOWCERTS TO INTULSE

This guide assumes that you have already installed and logged into the Intulse App on your favorite device. If you need help installing and navigating the App, click here for a complete walkthrough.

System Administrators

1. Open the Intulse App and select the More menu tab.
2. Click Integrations then select NowCerts from the More menu.
3. Enter your NowCerts Username and Password.
4. Optionally, you can Enable automatic call logging. This will cause every incoming and outgoing call that can be matched against a contact to be logged right after the call ends.
5. Use the drop-down list to select users who should be excluded from automatic call logging.
6. Click the Save button to save your changes.
   • After saving, the Authentication Status will indicate if the connection between Intulse and NowCerts was able to be setup using the login information you provided.

For more information about NowCerts, check out their website!