Surety ManagementGuided API / WebhookSync SLA: 1.2s Blotter Sync

How to Connect BailBooks Surety Management with CallCourty AI

Sync inmate bookings, cosigner packets, and 10% bond fees directly to your BailBooks blotter.

Open BailBooks Portal

Logs booking records, indemnitor contacts, and collateral schedules directly to your agency blotter.

Automatically creates a new Prospect/Defendant record in BailBooks when Elena finishes a jail call.

Attaches the cosigner's verified name, phone, employer, and relationship to the defendant jacket.

Logs the 10% statutory bond premium payment status and call recording link in the BailBooks activity note.

Visual Step-by-Step Instructions

BailBooks Surety Management Setup Walkthrough & Annotated Screens

Your CallCourty Webhook URL:

Open BailBooks Admin Settings & API Keys

Open BailBooks Portal

Sign in to your BailBooks agency portal, click Admin in the top navigation bar, and select API & Lead Webhooks from the dropdown menu.

Where to click: Click '+ Generate New Lead API Key' and label it 'CallCourty AI 24/7 Switchboard'

app.bailbooks.com/admin/api-webhooks

Copy this key

BailBooks Surety Management Configuration View

Step 1 Visual Guide

Portal Navigation

Dashboard

Clients / Defendants

Powers

Admin → API & WebhooksClick

Copy this key

Step 1: Generate Agency API Key

Click '+ Generate New Lead API Key' and label it 'CallCourty AI 24/7 Switchboard'

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Enable Incoming Lead Docket Webhook

BailBooks Webhook Settings

In the BailBooks Webhook section, toggle on 'Accept External Web Leads' and paste your dedicated CallCourty AI Surety Endpoint URL.

Where to click: Set Payload Format to JSON (v2) and enable Auto-Create Indemnitor Profile

BailBooks → Incoming Lead Configuration

Auto-Sync Enabled

BailBooks Surety Management Configuration View

Step 2 Visual Guide

Portal Navigation

API Keys

Lead WebhooksClick

Bond Schedules

Notifications

Auto-Sync Enabled

Step 2: Paste CallCourty AI Callback URL

Set Payload Format to JSON (v2) and enable Auto-Create Indemnitor Profile

https://api.bailbooks.com/v2/webhooks/courty-intake

Paste API Key Below & Run Live Test

Paste your BailBooks API Key into the CallCourty connection box on this page and click 'Test & Save Connection' to push a sample test booking.

Where to click: CallCourty sends a test inmate record and confirms your BailBooks blotter receives it in 1.2s

CallCourty AI → BailBooks Verification

Verified Live

BailBooks Surety Management Configuration View

Step 3 Visual Guide

Portal Navigation

Connection Status

Field Mapping

Test PayloadClick

Verified Live

Step 3: Verify 200 OK Blotter Handshake

CallCourty sends a test inmate record and confirms your BailBooks blotter receives it in 1.2s

200 OK · BailBooks Defendant & Cosigner Sync Active

Automatic Schema Mapping

How CallCourty AI Maps Call Data into BailBooks Surety Management

Real-Time JSON Payload

CallCourty AI Intake Variable	BailBooks Surety Management Target Field
defendant_name	Defendant.FullName
jail_facility	Booking.JailFacility
bond_amount	Bond.TotalLiabilityAmount
cosigner_name + phone	Indemnitor.PrimaryContact
call_recording_url	ClientNote.AudioAttachment