Better Agency + EZLynx Integrations
How to connect Better Agency + EZLynx
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Popular Better Agency + EZLynx workflows
Create personal prospects in EZLynx from new contacts added in Better Agency
Create personal prospects in EZLynx from new contacts added in Better Agency
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New Contact AddedTriggers when a new contact is added in Better Agency.Trigger- New Note CreatedTriggers when new note created.Trigger
- New Tag Added to ContactTriggers when a new tag is added to a contact.Trigger
- New Task CreatedTriggers when new task created.Trigger
- Opportunity Stage MoveTriggers when an opportunity is moved into a specific stage.Trigger
- Renewal Pipeline Stage MoveTriggers when a renewal pipeline opportunity is moved into a specific stage.Trigger
- Service Pipeline Stage MoveTriggers when an Service Pipeline opportunity is moved into a specific stage.Trigger
- Create Service RequestCreate Service Request and claim.Action
- Better Agency
Client Form to create update a client
Scheduled
Action
- Better Agency
Prospect Form to create update a prospect
Scheduled
Action
- EZLynx
Triggers when a new applicant is added.
Instant
Trigger
- EZLynx
Triggers when an applicant is modified.
Instant
Trigger
- EZLynx
Triggers when a new commercial applicant is added.
Instant
Trigger
- EZLynx
Triggers when a commercial applicant is modified.
Instant
Trigger
- EZLynx
Triggers when a new commercial prospect is added.
Instant
Trigger
- EZLynx
Triggers when a commercial prospect is modified.
Instant
Trigger
- EZLynx
Triggers when a new document is added.
Instant
Trigger
- EZLynx
Triggers when a document is modified.
Instant
Trigger
- EZLynx
Triggers when a new note is added
Instant
Trigger
- EZLynx
Triggers when a new opportunity is added.
Instant
Trigger
- EZLynx
Triggers when an opportunity is modified.
Instant
Trigger
- EZLynx
Triggers when a new prospect is added.
Instant
Trigger
- EZLynx
Triggers when a prospect is modified.
Instant
Trigger
- EZLynx
Updates an existing Commercial Applicant.
Scheduled
Action
- EZLynx
Creates a new commercial applicant with opportunity.
Scheduled
Action
- EZLynx
Creates a new commercial prospect.
Scheduled
Action
- EZLynx
Creates a new document.
Scheduled
Action
- EZLynx
Creates a new Note.
Scheduled
Action
- EZLynx
Creates a new personal applicant with opportunity.
Scheduled
Action
- EZLynx
Creates a new personal prospect.
Scheduled
Action
- EZLynx
Updates an existing Personal Applicant.
Scheduled
Action
- EZLynx
Searches commercial applicants in EZLynx.
Scheduled
Action
- EZLynx
Searches personal applicants in EZLynx.
Scheduled
Action
How Better Agency + EZLynx Integrations Work
- Step 1: Authenticate Better Agency and EZLynx.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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