How do I connect Momentum AMS?

Sign up for Conductor Deck, then add a Momentum AMS step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.

Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and unlock advanced features when you need them.

What's the difference between a trigger and an action?

A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Momentum AMS + Stream Deck

Business Management · 0 triggers · 3 actions

Insurance AMS with AI Automation & Client Engagement Tools Add Momentum AMS to your Stream Deck workflows with guided setup for the connection details it needs.

Build a Momentum AMS workflow — free See how it works

No code
Free tier
One Stream Deck press
Pairs with OBS & Elgato tools
OAuth & keys handled in-builder

Popular ways to use Momentum AMS

Add Momentum AMS to a workflow and pair it with a Stream Deck button to run it in one press — handy for business management tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.

Browse all templates

Triggers & actions

Steps your workflow can perform in Momentum AMS.

List Client ID Options

Read only

Retrieves available options for the Client ID field.

Insert Note

Modifies data

Insert note . View docs

Get Client

Read only

Get data for the client with the specified ID. View docs

About Momentum AMS

Insurance AMS with AI Automation & Client Engagement Tools

Business Management

How to connect

Sign up for free

Create your Conductor Deck account: no credit card required.

Connect Momentum AMS

Follow the setup prompts for Momentum AMS. Conductor Deck handles the app authorization or required connection details inside the workflow builder.

Build a workflow

Add a Momentum AMS action to your visual workflow canvas. Configure the options you need, then connect it to other steps.

Assign to Stream Deck

Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.

Frequently asked questions

How do I connect Momentum AMS?: Sign up for Conductor Deck, then add a Momentum AMS step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
Is it free?: Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and unlock advanced features when you need them.
What's the difference between a trigger and an action?: A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Automate Momentum AMS with your Stream Deck

Get started free View pricing

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