Use the Civica Authority integration to create CRM records to help you manage community engagement.
Set up your Civica Authority Integration
- Open the integrations menu in your account
- Select Edit Integration and add your
- Base URL
- Optionally you can also add additional environments
- If added you will also need to include a label for each environment
Now that you have configured your Civica Authority integration you can start building or modifying your form.
All Civica categories must contain a Name Record and Street Name record. To account for this we have added specific form elements to capture these.
Civica Street Name
The street name record is a simple autocomplete element, allows you to start typing and filters your search based on the available street name records within your configured Civica Authority instance.
Civica Name Record
The name record is slightly more complicated and made up of a number of other elements.
At a minimum the name record is required to have a title, family name and one street address.
All other name record fields are optional by default. These can be configured to be required or hidden. The labels can also be customised to suit your form needs.
Now that your form elements are set up you can configure your submission event.
- Open the submission event tab
- Select Civica Authority - CRM
- Select the Customer Contact Method from the drop down
- Type in the Category
- Map Category Items to the form elements you created
If any form elements are missing that are in the Category, they will show up highlighted in red.
These will need to be added to the form to complete the submission event configuration.
If you have any question or would like assistance with setting up your Civica Authority integration please contact us via this support portal or email firstname.lastname@example.org. We are happy to assist in any way we can.