Velocify Integration

Enable Velocify Integration

1. Login to your Ambition instance.

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

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3. Under Available Integrations, click the Enable Integration button in line with the API integration.

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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 under Active Integrations at the top of the page.

4. Click the Settings button to enter the API Integration.

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

ex: Velocify LeadManager: <Action Name>

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

7. Click the Save button.

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Set the File and Data Format

1. Within the API Integration, click on Data Format.

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File Format

2. Click the dropdown to access File Format options. Set the File Format to "JSON" and click the Save File Format button.

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Data Format

3. Set Data Format Type to "Records".

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4. Map the field keys found within your LeadManager Post body.

Example LeadManager Post body:

JSON

{
    "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:

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5. 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>

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Example Credentials Transferred to LeadManager

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Metric Builder

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

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Metric Logic

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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.

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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.

Metric Type and Field to Sum:

If Metric (Sum) or Metric (Average) was selected, these fields will be prepopulated.

For Records format, you will have the additional option of Count.

Metric Filters (only applicable for Records based Data Formats)

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To add filters:

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

2. Select a Field from the first dropdown.

3. Select a logic statement from the second dropdown.

4. Enter or select a value from the third dropdown.

If you add multiple filters notice that a Logic bar appears where you can add logic to your filters if required.

For example, if you have Filter 1 and Filter 2 your 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.

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Articles in this section

How do I set up a Velocify integration?

Velocify Integration

Enable Velocify Integration