Nowcerts

Retrieve insureds/prospects from NowCerts using OData query parameters.

IMPORTANT: By default, results are ordered by 'changeDate desc' (most recently changed first).

ID FIELD NAMING:

• On Insured object itself: Use "id" (the primary UUID)

• On related objects (policies, etc.): Use "insuredDatabaseId" to link to insureds

• In Zapier endpoints: Use "insured_database_id"

Common $filter examples:

• Search by ID: "id eq 'ed37f103-ca80-e6da-fa7a-abdfc4b8a7b3'"

• Search by name: "contains(firstName, 'John') or contains(lastName, 'Smith')"

• Search by commercial name: "contains(commercialName, 'ACME')"

• Search by email: "contains(eMail, 'test@example.com')"

• Search by phone (format ###-###-####): "contains(phone, '555-123-4567') or contains(cellPhone, '555-123-4567')"

• Search by city/state: "city eq 'Nashville' and state eq 'TN'"

• Active insureds: "active eq true"

• By type: "type eq 'Insured'" or "type eq 'Prospect'"

• Personal/Commercial: "insuredType eq 'Personal'" or "insuredType eq 'Commercial'"

• Date range: "changeDate ge 2024-01-01T00:00:00Z and changeDate le 2024-12-31T00:00:00Z"

Pagination examples:

• First 100 personal: $filter=insuredType eq 'Personal'&$top=100&$skip=0&$orderby=lastName asc&$count=true

• Combine params: $filter=contains(eMail, 'gmail') and active eq true&$top=50&$skip=0&$orderby=changeDate desc&$count=true

PHONE FORMAT: Always use ###-###-#### format (e.g., '555-123-4567', NOT '5551234567')

Available fields: id (primary key), commercialName, firstName, middleName, lastName, dateOfBirth, type, dba, addressLine1, addressLine2, state, city, zipCode, eMail, eMail2, eMail3, fax, phone, cellPhone, smsPhone, description, active, website, fein, customerId, insuredId, referralSourceCompanyName, changeDate, createDate, coInsured_FirstName, coInsured_MiddleName, coInsured_LastName, coInsured_DateOfBirth, insuredType, prospectType, acquisitionDate