Velocify Integration

Enable Velocify Integration

1. Login to your Ambition instance.

2. Open the left navigation and click Administration > Data > Integrations.

3. Click the + Enable Integration button.

If this is the first integration enabled in your instance, you will skip this step and begin at step 4.

4. Locate the API integration and click "Enable Integration" in line with the API integration name and icon. 

You will be redirected into the newly enabled API Integration.

Upon enabling you will be redirected within the integration. To enter the API integration anytime after original enabling:

Once enabled, the API integration will appear on the Integration Management page.

5. Click Edit in line with the appropriate API integration.

6. Set a descriptive name for Integration Name. We recommend an explicit name, typically the system/data being transmitted.

ex: Velocify LeadManager: <Action Name>

7. Provide an Admin Email Address. This email will be contacted if and when Integration issues arise.

8. Click the Save button.

{
    "last_call_user": "{Lead.LastCall.User.Email}",
    "activity_date": "{Lead.LastCall.CallEnded}",
    "record_id": "{Lead.Id}-{Lead.LastCall.CallStarted}-{Lead.LastCall.User.Email}",
    "phone_dialed": "{Lead.LastCall.PhoneDialed}",
    "call_type": "{Lead.LastCall.CallType}",
    "call_result": "{Lead.LastCall.CallResult}",
    "call_duration": "{Lead.LastCall.CallDuration}"
}

Example Ambition Data Format:

6. Click Save Data Format.

Credentials

1. Click on Credentials.

2. Copy the Authentication Token and Endpoint to your LeadManager Post template.

(LeadManager) URL: <Ambition Endpoint>
(LeadManager) Header: Authorization=Token <Ambition Authentication Token>

Metric Builder

If you desire to build new Metrics, click Add under the Metric Library tab.

Metric Logic

Name: Input the name of the metric. Visible to end users.

Description: Optional. Input a description for this metric. Visible to end users.

Source-of-Truth: Optional. Provide a URL to the dashboard/report that you're using to validate this metric.

Who Gets Credit?: Select an available Email or Employee Unique Identifier field.

When Do They Get Credit?: Select an available Date or Date/Time field.

Computation Type: Should the Metric be Counted, Summed, or Averaged?

Field to Sum/Average:

If Sum or Average is selected, additionally select Field to Sum or Field to Average.

Note: Average computation type displays the averages over the days. (Sum of the Metric over a timeframe divided by # days in the timeframe)

Display As: Is this Metric a number, a financial amount, a percentage, or a duration?

Note: To use the Duration formatting for a metric like Talk Time, the field being summed needs to be calculated in seconds.

Metric Filters

To add filters:

1. Click on the Add Filter button to optionally add logic.

2. Select a Field from the Field dropdown.

3. Select a logic statement from the Operator dropdown.

For more information about available Operators, click here.

4. Enter or select a value from the Value input/dropdown.

If you add multiple Filters, a Filter Logic bar will appear where you can add logic to your Filters as required.

For example, if you have Filter 1 and Filter 2 your Filter Logic bar can be:
1 AND 2 which means both Filter 1 and Filter 2 must be True
1 OR 2 which means either Filter 1 or Filter 2 must be True

Click the Confirm and Save Changes button to save the Metric.