Earn 4,500 ($45.00)
Integrate with CRMs and Agency Management Systems
Bounty Description
$3,000-$5,000 per integration (5 in total)
Problem Description
We’ve built a middleware layer for conversational AI Agent for insurance agencies, and are now ready to expand its capabilities by integrating directly with widely used CRM and AMS systems.
We want to create direct integrations with tools like:
AgencyZoom
AMS360
NowCerts
HawkSoft
(and more — future projects available for high-quality contributors)
These integrations will allow the agent to read/write customer data, track lead activity, trigger workflows, and update records automatically.
Acceptance Criteria
Each integration should:
Authenticate securely using OAuth or API keys (based on the platform’s requirements).
Expose basic data functions, such as:
GetContacts()
UpdateLeadStatus()
AddNoteToRecord()
Support webhook handling for real-time updates, if the platform provides it.
Follow our integration interface contract (we’ll provide this).
Include mockable/testable services for local development.
Be well-documented with setup steps, environment variables, and edge-case notes.
Technical Details
Language: C# (.NET 6 or later)
You’ll be given:
Deliverables should include:
A fully working integration library (e.g., Gail.Integrations.AgencyZoom)
Unit tests using xUnit or NUnit
A README with clear setup instructions and known limitations