Create integrations between BackNine Insurance and Wealthbox CRM to automate any workflow
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.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
Quote and Apply Application Updated
Triggers when a Quote and Apply Application is updated.
Try ItNew Comment
Triggers when a new comment is created.
Try ItNew Event
Triggers when a new event is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try It
Quote and Apply Application Created With Insured
Triggers when a Quote and Apply Application obtains contact information for the insured.
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Note
Triggers when a new note is created.
Try ItNew Project
Triggers when a new project is created.
Try It