NowCerts
Automate NowCerts insureds, prospects, policies, quotes, claims, tasks, notes, file metadata, and agency webhook events.
Tools
| Name | Description |
|---|---|
search_insuredsSearch insured/customer records by name, email, phone, or other supported NowCerts customer filters. | Search insured/customer records by name, email, phone, or other supported NowCerts customer filters. |
list_insuredsList insured/customer records without downloading document bodies. | List insured/customer records without downloading document bodies. |
get_insured_detailGet a detailed NowCerts insured/customer record. Use only when the full record is needed. | Get a detailed NowCerts insured/customer record. Use only when the full record is needed. |
list_policiesList policy detail records. | List policy detail records. |
list_tasksList NowCerts tasks. | List NowCerts tasks. |
list_notesList NowCerts notes. | List NowCerts notes. |
list_claimsList NowCerts claim records. | List NowCerts claim records. |
list_insured_filesList insured file metadata only; use Get File Direct URL when body access is explicitly needed. | List insured file metadata only; use Get File Direct URL when body access is explicitly needed. |
list_policy_filesList policy file metadata only; use Get File Direct URL when body access is explicitly needed. | List policy file metadata only; use Get File Direct URL when body access is explicitly needed. |
create_insuredCreate an insured/customer through the NowCerts Zapier API. | Create an insured/customer through the NowCerts Zapier API. |
create_or_update_insuredCreate or update an insured/customer through the broader NowCerts insured insert endpoint. | Create or update an insured/customer through the broader NowCerts insured insert endpoint. |
create_prospectCreate a prospect through the NowCerts Zapier API. | Create a prospect through the NowCerts Zapier API. |
create_policyCreate a policy through the NowCerts Zapier API. | Create a policy through the NowCerts Zapier API. |
create_or_update_policyCreate or update a policy through the broader NowCerts policy insert endpoint. | Create or update a policy through the broader NowCerts policy insert endpoint. |
create_quoteCreate a quote through the NowCerts Zapier API. | Create a quote through the NowCerts Zapier API. |
update_quote_stageUpdate a NowCerts quote stage through the documented Zapier endpoint. | Update a NowCerts quote stage through the documented Zapier endpoint. |
create_taskCreate a task through the NowCerts Zapier API. | Create a task through the NowCerts Zapier API. |
update_taskUpdate a task through the NowCerts Zapier API. | Update a task through the NowCerts Zapier API. |
create_noteCreate a note through the NowCerts Zapier API. | Create a note through the NowCerts Zapier API. |
create_claimCreate a claim through the NowCerts Zapier API. | Create a claim through the NowCerts Zapier API. |
create_auto_loss_claimCreate an automobile loss claim through the NowCerts Zapier API. | Create an automobile loss claim through the NowCerts Zapier API. |
create_general_liability_noticeCreate a general liability notice through the NowCerts Zapier API. | Create a general liability notice through the NowCerts Zapier API. |
create_property_loss_claimCreate a property loss claim through the NowCerts Zapier API. | Create a property loss claim through the NowCerts Zapier API. |
create_workers_comp_claimCreate a workers compensation claim through the NowCerts Zapier API. | Create a workers compensation claim through the NowCerts Zapier API. |
create_service_request_genericCreate a generic NowCerts service request. | Create a generic NowCerts service request. |
create_service_request_policy_changeCreate a NowCerts policy change service request. | Create a NowCerts policy change service request. |
create_service_request_add_driverCreate a NowCerts add-driver service request. | Create a NowCerts add-driver service request. |
create_service_request_remove_driverCreate a NowCerts remove-driver service request. | Create a NowCerts remove-driver service request. |
create_service_request_replace_driverCreate a NowCerts replace-driver service request. | Create a NowCerts replace-driver service request. |
create_service_request_add_vehicleCreate a NowCerts add-vehicle service request. | Create a NowCerts add-vehicle service request. |
create_service_request_vehicle_transferCreate a NowCerts vehicle-transfer service request. | Create a NowCerts vehicle-transfer service request. |
create_service_request_generalCreate a NowCerts general-new service request. | Create a NowCerts general-new service request. |
create_pending_cancellationCreate a NowCerts pending cancellation record. | Create a NowCerts pending cancellation record. |
record_quick_paymentCreate or update a NowCerts quick payment receipt. | Create or update a NowCerts quick payment receipt. |
record_take_paymentCreate or update a NowCerts take-payment receipt. | Create or update a NowCerts take-payment receipt. |
insert_policy_direct_billingInsert policy direct billing details in NowCerts. | Insert policy direct billing details in NowCerts. |
insert_policy_endorsement_feeInsert a policy endorsement fee in NowCerts. | Insert a policy endorsement fee in NowCerts. |
insert_agency_commission_paymentInsert an agency commission payment in NowCerts. | Insert an agency commission payment in NowCerts. |
delete_endorsement_recordsDelete NowCerts endorsement records using the documented endorsement deletion endpoint. | Delete NowCerts endorsement records using the documented endorsement deletion endpoint. |
apply_insured_tagsApply tags to a NowCerts insured/customer record. | Apply tags to a NowCerts insured/customer record. |
remove_insured_tagsRemove tags from a NowCerts insured/customer record. | Remove tags from a NowCerts insured/customer record. |
apply_policy_tagApply a tag to a NowCerts policy. | Apply a tag to a NowCerts policy. |
remove_policy_tagsRemove tags from a NowCerts policy. | Remove tags from a NowCerts policy. |
get_file_direct_urlGet a direct NowCerts file URL by file ID. | Get a direct NowCerts file URL by file ID. |
custom_api_callCall a NowCerts API endpoint with the connected bearer token. | Call a NowCerts API endpoint with the connected bearer token. |
Triggers
| Name | Description |
|---|---|
webhook_event_receivedReceive any NowCerts agency webhook payload. Configure this trigger URL in NowCerts agency webhook settings. | Receive any NowCerts agency webhook payload. Configure this trigger URL in NowCerts agency webhook settings. |
insured_eventReceive NowCerts webhook payloads for INSURED_ events. Configure this trigger URL in NowCerts agency webhook settings. | Receive NowCerts webhook payloads for INSURED_ events. Configure this trigger URL in NowCerts agency webhook settings. |
policy_eventReceive NowCerts webhook payloads for POLICY_ events. Configure this trigger URL in NowCerts agency webhook settings. | Receive NowCerts webhook payloads for POLICY_ events. Configure this trigger URL in NowCerts agency webhook settings. |
quote_eventReceive NowCerts webhook payloads for QUOTE_ events. Configure this trigger URL in NowCerts agency webhook settings. | Receive NowCerts webhook payloads for QUOTE_ events. Configure this trigger URL in NowCerts agency webhook settings. |
task_eventReceive NowCerts webhook payloads for TASK_ events. Configure this trigger URL in NowCerts agency webhook settings. | Receive NowCerts webhook payloads for TASK_ events. Configure this trigger URL in NowCerts agency webhook settings. |
note_eventReceive NowCerts webhook payloads for NOTE_ events. Configure this trigger URL in NowCerts agency webhook settings. | Receive NowCerts webhook payloads for NOTE_ events. Configure this trigger URL in NowCerts agency webhook settings. |
claim_eventReceive NowCerts webhook payloads for CLAIM_ events. Configure this trigger URL in NowCerts agency webhook settings. | Receive NowCerts webhook payloads for CLAIM_ events. Configure this trigger URL in NowCerts agency webhook settings. |
Quick Start
import { WeavzClient } from '@weavz-io/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute('nowcerts', 'search_insureds', {
workspaceId: '550e8400-e29b-41d4-a716-446655440000',
integrationAlias: 'nowcerts',
input: { /* ... */ },
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect NowCerts to my app?
Use Weavz Hosted Connect for Custom authentication. Install the SDK, create a connection through the connect portal or API, then execute tools programmatically.
What tools does NowCerts support?
NowCerts supports 45 tools including Search Insureds, List Insureds, Get Insured Detail, List Policies, List Tasks, and more.
Can I use NowCerts with AI agents?
Yes. Add NowCerts to an MCP server in Tool Mode or Code Mode. Code Mode provides 3 meta-tools with on-demand API discovery so agents can compose stateful workflows without loading every action schema up front.
Can NowCerts be used in stateful agent workflows?
Yes. Agents can combine NowCerts tools with Filesystem, State KV, Human Gates, input partials, and other workspace integrations while keeping execution scoped to the selected workspace or end user.
What authentication does NowCerts use?
NowCerts uses Custom. Weavz stores credentials securely and uses them for authorized action execution.
How much does the NowCerts integration cost?
The NowCerts integration is included on all Weavz plans including the free tier with 20,000 actions per month. No credit card required.
What triggers does NowCerts support?
NowCerts supports 7 triggers including Webhook Event Received, Insured Event, Policy Event, Quote Event, Task Event, and more.
Connect NowCerts in minutes
Get 20,000 free action executions every month. No credit card required.