Infusionsoft

https://keap.com/

If you haven't already created an account, please reach out to Infusionsoft and set up your account.

Next, have your IT Professional configure Port 443 (or Port 80) on your server. (Instructions are https://smartadvocate.atlassian.net/l/c/BkHN739r ).

Once you have configured Infusionsoft and the respective port on your server (443 or 80 per the attached instructions), please email us to complete configuration of your integration.

In SmartAdvocate you must implement the following:

1. Your SmartAdvocate case types must match the case types which are being transmitted by Alert Communications exactly.  If the integration cannot find a match, the integration will select a general negligence case type in SmartAdvocate.

2. Each case type must have a generic sub-type labeled as “Unknown”.  Alert Communications does not transmit a case sub type.  If unknown is not an available option under case sub type in SmartAdvocate, the integration will select a random case sub-type.

3. Each case type must have a default defendant assigned to the case types in SmartAdvocate.

4. Each question being transmitted from Alert Communications must have an exact corresponding user defined field in SmartAdvocate's case wizard.  If a question does not match it will be added to a comment field which may not be desirable for reporting purposes. 

Please advise us if we should not create a case if a new case was created in the last 24 hours with the exact same caller's name, phone number, email address and case type if you are using another integration in tandem.