AgencyZoom + Wunderite
Create Wunderite risk profiles for new AgencyZoom leads
When a new lead is created in AgencyZoom, this Zap automatically creates a risk profile in Wunderite using the lead information. This integration helps agencies move faster, reduce errors, and ensure every new opportunity is captured and ready for quoting.
When a new lead is created in AgencyZoom, this Zap automatically creates a risk profile in Wunderite using the lead information. This integration helps agencies move faster, reduce errors, and ensure every new opportunity is captured and ready for quoting.
- When this happens...
Lead CreatedTriggers when a new Lead is added.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Risk ProfileCreates a commercial or personal risk profile.
ActionWriteCreate a new record or update an existing record in your app.
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Lead Created
Triggers when a new Lead is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Policy Sold
Triggers when a new policy is sold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Service Request Status Change
Triggers when the status of a Service Request changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NameRequired
Contact Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Service RequestRequired
SummaryRequired
Description
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
csrRequired
Due Date
Other Producers
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field to Search ByRequired
Create Agencyzoom lead if it doesn't exist yet?Required
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk Profile UUID
Risk Profile Type
Sort
Sort Order
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSearch
Profile Type
Include Address
Risk Profile UUID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRisk ProfileRequired
PremiseRequired
Building Number
Description
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
HazardHub Warning Header
Auto-fill COPE Data?
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Personal Risk ProfileRequired
DescriptionRequired
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
Home Details
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
PremiseRequired
Class Code
Exposure Amount
Premium Base
Is Foreign?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
NameRequired
Segment UUID
Phone
Phone Extension
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Add Me as Collaborator
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
Endpoint PathRequired
Query Params (JSON)
Body (JSON)
Additional Headers (JSON)
ID Field Path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
BuildingRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
DriverRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Personal Risk ProfileRequired
HomeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Liability ExposureRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
VehicleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
ContactRequired
Prefix
First Name
Last Name
Suffix
Job Title
Is Employee?
Contact Roles
Is Primary Contact?
LinkedIn URL
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Legal EntityRequired
Name
Is First Named Insured?
Description
FEIN (Tax ID)
Entity Type
State of Incorporation
Date of Organization
Website
DOT Number
Annual Sales
Annual Payroll
Fiscal Year Start Month
Fiscal Year Start Day
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
PremiseRequired
Location Number
Description
Notes
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Filter by BuildingRequired
Subject of InsuranceRequired
Subject of Insurance Type
Move to Different Building
Amount (in Cents)
Valuation Method
Coinsurance %
Cause of Loss
Inflation Guard %
Deductible (in Cents)
Deductible Type
Forms and Conditions
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Workers Comp ExposureRequired
State
Class Code
Premise
Projected Payroll
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Search Query
Filter by Premise
Include Related Data
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPersonal Risk ProfileRequired
Search Query
Include Related Data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Query (Fuzzy Match)
Exact Class Code
Description (Exact/Fuzzy Match)
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search Query
Location Number
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStateRequired
Class Code (Filter)
Search (Fuzzy)
Description (Filter)
ActionThis is an event a Zap performs.SearchFind existing data in your app
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Service Request Created
Triggers when a new Service Request is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TitleRequired
Lead contact emailRequired
Activity noteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Customer Email AddressRequired
Policy Number
SummeryRequired
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
Customer Service Representative
CSR Assignment Group
Due after daysRequired
Tag
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Assigned ToRequired
Contact (lead or customer) emailRequired
TypeRequired
Comments
Task Date (and time)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Name
Pipeline
Stage
Created Date Start
Created Date End
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Risk Type
Sort
Sort Order
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProfile TypeRequired
Interest NameRequired
Interest Type
Website
Description
Notes
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Prefix
First NameRequired
Last NameRequired
Suffix
Job Title
Work Email
Personal Email
Other Email
Work Phone
Mobile Phone
Home Phone
Fax Number
Other Phone
Is Employee?
Contact Roles
Is Primary Contact?
LinkedIn URL
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
NameRequired
Is First Named Insured?
Description
FEIN (Tax ID)
Entity Type
State of Incorporation
Date of Organization
Website
DOT Number
Annual Sales
Annual Payroll
Fiscal Year Start Month
Fiscal Year Start Day
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Location Number
Description
Notes
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
BuildingRequired
Subject of InsuranceRequired
Amount (in Cents)Required
Valuation Method
Coinsurance %
Cause of Loss
Inflation Guard %
Deductible (in Cents)
Deductible Type
Forms and Conditions
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
StateRequired
Class CodeRequired
PremiseRequired
Projected Payroll
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
Additional InterestRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
EquipmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Legal EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
PremiseRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Filter by BuildingRequired
Subject of InsuranceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Workers Comp ExposureRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
BuildingRequired
Premise
Building Number
Description
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
HazardHub Warning Header
Auto-fill COPE Data?
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
DriverRequired
First Name
Middle Name
Last Name
Driver Number
Date of Birth
License Number
License State
License Expiration
Sex
Marital Status
Year Licensed
Percent Use
Primary Vehicle
Notes
Driver Address Details
Driver Address Line 1
Driver Address Line 2
Driver Address City
Driver Address State
Driver Address Zip Code
Driver Address County
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Personal Risk ProfileRequired
HomeRequired
Description
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
Home Details
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Liability ExposureRequired
Premise
Class Code
Exposure Amount
Premium Base
Is Foreign?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
VehicleRequired
VIN
Make
Model
Year
Vehicle Number
Body Type
Gross Combined Weight
Gross Vehicle Weight
Horse Power
Purchase Date
Seat Capacity
Symbol / Age
Registration
Registration State
Cost New
Comprehensive Deductible
Collision Deductible
Vehicle Use
Notes
Auto-fill Data from VIN?
Garaging AddressDetails
Garaging AddressLine 1
Garaging AddressLine 2
Garaging AddressCity
Garaging AddressState
Garaging AddressZip Code
Garaging AddressCounty
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Search QueryRequired
Include Relations
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
General Search
Filter by Name
Filter by Email
Filter by Phone
Filter by Role
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search QueryRequired
Include Relations
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch
Profile Type
Include Address
Risk Profile UUID
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search Query
State
Filter by Class Code (Number)
ActionThis is an event a Zap performs.SearchFind existing data in your app
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