Connect Insurance Website Builder and Great AEP to automate any workflow
Create your first workflow
Quickly automate workflows with Insurance Website Builder and Great AEP using Zapier's templates.
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead
Triggers when a form is filled on you insurance website builder website.
Try It - Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
Try It - Select CampaignRequired
- Email
- Phone Number
- New Appointment
Triggers when a new appointment is created in Great AEP.
Try It - Select CampaignRequired
- First Name
- Last Name
- Email
- Phone Number
- Email
- Phone Number