Integrate CaptureNow with Litify (Deep Integration)

When you integrate CaptureNow with Litify, new calls are automatically logged in Litify. We integrate the basic contact information as well as call summary notes with the case type questions and answers provided by the caller.  The data we collect during a call is mapped to most, if not all, of Lifity's standard fields.  

To set up the integration you need to provide the Litify API URL and source name (most firms create a source of CaptureNow) and enter it into the box that you see presented below.  The Litify integration configuration is accessed via the Company Settings section --> Integrations Tab --> Select Litify from list.

Step-by-Step Guide for Salesforce Filevine Integration (Part 2: Webhook Setup)

Prerequisites

1. Salesforce Account: Ensure you have a Salesforce account with appropriate permissions.
2. CaptureNow Account: Ensure you have access to the CaptureNow portal.

Step 1: Create Named Credentials with Custom Protocol

1. Log in to Salesforce: Open your Salesforce account and navigate to the dashboard.
2. Go to Setup: Click on the gear icon in the upper right corner and select "Setup".
3. Navigate to Named Credentials: In the Quick Find box, type "Named Credentials" and select it.
4. Create New Named Credential: Click "New Named Credential" and configure the following:
   • Label: api.capturenow.com
   • Name: api.capturenow.com
   • URL: https://app.capturenow.com
   • Custom Protocol: Ensure it's set to a custom protocol.
      

Step 2: Setup Custom Header

1. Add Custom Header: Under Named Credentials, add a custom header.
   • Header Name: X-Api-Key
   • Header Value: A made-up value (write this down for later steps).
      

Step 3: Create Principal

1. Go to Principal Setup: In the Setup menu, navigate to "External Credentials".
2. Create New Principal: Click "New Principal" and configure the following:
   • Parameter Name: capturenow_webhook_principal
      

Step 4: Assign Principal to System Administrator

1. Navigate to Profiles: In the Setup menu, go to "Profiles" and select "System Administrator".
2. External Credentials Principal Access: Go to "External Credentials Principal Access" and choose the principal created in the previous step. Check the box to enable access.
    

Step 5: Create Flow for Webhook

1. Create New Flow: Navigate to "Flows" and click "New Flow".
2. Select Flow Type: Choose "Record Triggered Flow".
3. Configure Trigger: Select "Party" as the object and set conditions for the fields that will be updated (e.g., email, first name, last name, phone, is_deceased). Set the operator to "is changed" and the value to "true".
4. Save Flow: Save the flow as capturenow_webhook.
    

Step 6: Add HTTP Callout to Flow

1. Add New Action: In the flow chart, add a new "action".
2. Configure HTTP Callout: Set up the following:
   • Name: capturenow_webhook
   • Named Credential: api.capturenow.com
   • Method: POST
   • Label: capturenow.webhook.action
   • URL Path: /api/webhook/personintake/(CN-FIRMID)
   • Sample JSON Request: Paste the payload instruction.
3. Save Action: Save the HTTP Callout action.
    

Step 7: Set Request Body for HTTP Callout

1. Set Request Body: In the "New Action" box, set the request body to a new resource:
   • API Name: capturenow_webhook_body
2. Complete Action Configuration: Click "Done", then save and refresh the window.
    

Step 8: Add Transform and Assignment to Flow

1. Add Transform (Beta): Add a Transform block to the flow.
2. Configure Transform: Map source data to target data fields (e.g., email, first name, last name, is deceased, external id, phone).
3. Add Assignment Block: Configure the assignment block with:
   • Variable: our_webhook
   • Operator: IS
   • Value: transform
4. Save Assignment: Save the assignment block.
    

Step 9: CaptureNow Portal Configuration

1. Configure Webhook: In the CaptureNow portal, configure the webhook using the custom header X-Api-Key and the value you created earlier.