Webhook / Data Source Additional Fields

Data Source Mapping:

Back to top of page

System Fields

_coapp_firstname = {COFIRSTNAME} *To create a co-applicant from a data source it must include the first name. 

_coapp_lastname = {COLASTNAME}

_coapp_ssn = {COSSN}

_coapp_address = {COADDRESS}

_coapp_city = {COCITY}

_coapp_state = {COSTATE}

_coapp_zip = {COZIP}

_coapp_email = {COEMAIL}

_coapp_cellphone = {COPHONE3}

_coapp_homephone = {COPHONE}

_coapp_dob = {CODOB}

Back to top of page

Co-Applicant Custom Fields

_coapp_(customfield) = {CCF:Custom Field}

Examples:

_coapp_employer = {CCF:Employer}

_coapp_position = {CCF:Position}

_coapp_dlnumber = {CCF:DL Number}

_coapp_maidenname = {CCF:Maiden Name}

Back to top of page

Creditor Information

cred1_name = {C1_NAME}

cred1_debt = {C1_AMT}

cred1_accountnum = {C1_ACCT}

cred1_accounttype = {C1_TYPE}

cred1_collection_name = {C1_COLLECTION_NAME}

cred1_currentpay = {C1_CURRENTPMT}

cred1_whose_debt = {C1_HOLDER}

cred1_current_amount = {C1_AMT}

cred1_current_payment = {C1_CURRENTPMT}

cred1_lastpayment = 

cred1_notes=

Back to top of page

Banking Information

bank_name   - {BANKNAME}

account_num   - {ACCOUNTNUM}

routing_num   - {ROUTINGNUM}

account_name   - {NAMEONACCT}

account_type   - {ACCTTYPE}

Back to top of page

Credit Card Information

cc_name   - {CC_NAME}

cc_type   - {CC_TYPE}

cc_number   - {CC_NUMFULL}

cc_exp_mo   - {CC_EXP_MO}

cc_exp_yr = {CC_EXP_YR}

Back to top of page

Enrollment Plans

__plan_data = {EP_DATA} (plan saved on contacts file)

plan_id={if '{PLAN_ID}' = 'RECEIVING ACCOUNT PLAN ID'}POSTING ACCOUNT PLAN ID{endif}

Back to top of page

Documents

__copydocs = {ACCTID}-{ID}-{UPLOAD_DOC_IDS} (only docs in uploaded docs section)

{GATEWAY_AUTH} and {UPLOADED_DOCS}

Back to top of page

Assigned To User

assigned_to = Assigned To (both names in each account must be IDENTICAL)

Back to top of page

Assigned To Company

__update_primaryco_assignment = Company Name or Company ID (located in Admin > Companies page)

Back to top of page

Enrollment Folders

submitfile = 1 (puts client in submitted file folder)

returnfile = 1 (puts client in returned file folder)

Back to top of page

Budget Fields

{RECEIVING ACCOUNT BUDGET FIELD} = {POSTING ACCOUNT BUDGET FIELD}

A contact's budget field can be set through a data source from a webform. To do so, use the tag&{FIELD_TAG}=5300.20 - inclusive of the {}.

Back to top of page

Notes

lastnote = {LASTNOTE} (post last note on clients file - must map to ‘Create New Note’ in receiving company datasource)

Back to top of page

Update Record

updaterecord = {EXTERNALID} or {ID}

Back to top of page

Stage

Stage = (Receiving Accounts Stage)

Back to top of page

Status

Status = (Receiving Accounts Status)

To post documents with the contact submission, pass the following key=value pairs in your request.
You can submit up to 30 documents in a single request using the field name convention below.

&doc1_data=### BASE64 ENCODED FILE CONTENTS ###
&doc1_name=### TITLE OF THE DOCUMENT
&doc1_desc=### OPTIONAL DESCRIPTION ###
&doc1_type=### VALID DOCUMENT TYPE ID (SEE ATTACHED) ####
&doc2_data=
&doc2_name=
&doc2_desc=
&doc3_data=
&doc....

Alternatively, if you do not cannot post base64 encoded file contents you can provide a publicly accessible URL to retrieve the document from.

E.G

&doc1_url=https://www.somedomain.com/pathtofile.pdf
&doc1_name=Bank Statements.pdf
&doc1_type=3

To post Debt ID with the contact submission, pass the following key=value pairs in your request.
The field name convention is outlined below.

left side / right side
cred1_id ={C1_ID}

cred2_id ={C2_ID}

cred3_id ={C3_ID}

To add or remove creditors via webhook between systems, you need to pass the following key=value pairs in your request. The field name convention is outlined below.

cred1_enrolled = {if '{C1_IS_ENROLLED}' != 'Yes'}false{endif}
cred2_enrolled = {if '{C2_IS_ENROLLED}' != 'Yes'}false{endif}
cred3_enrolled = {if '{C3_IS_ENROLLED}' != 'Yes'}false{endif}

Back to top of page

Article Version History: