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Choose a trigger
A trigger is the event that starts your Zap—like a "Pull Completed" from Canopy Connect.
Add your action
An action happens after the trigger—such as "Update Commercial Applicant" in EZLynx.
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Zapier seamlessly connects Canopy Connect and EZLynx, automating your workflow.
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.
- Pull CompletedTriggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials. Try ItTriggerInstant
- Modified ApplicantTriggers when an applicant is modified. Try ItTriggerInstant
- Modified Commercial ApplicantTriggers when a commercial applicant is modified. Try ItTriggerInstant
- Modified Commercial ProspectTriggers when a commercial prospect is modified. Try ItTriggerInstant
- New ApplicantTriggers when a new applicant is added. Try ItTriggerInstant
- New Commercial ApplicantTriggers when a new commercial applicant is added. Try ItTriggerInstant
- New Commercial ProspectTriggers when a new commercial prospect is added. Try ItTriggerInstant
- New DocumentTriggers when a new document is added. Try ItTriggerInstant
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