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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 Completed
Triggers 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 Applicant
Triggers when an applicant is modified.
Try ItTriggerInstant - Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Try ItTriggerInstant - Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Try ItTriggerInstant
- New Applicant
Triggers when a new applicant is added.
Try ItTriggerInstant - New Commercial Applicant
Triggers when a new commercial applicant is added.
Try ItTriggerInstant - New Commercial Prospect
Triggers when a new commercial prospect is added.
Try ItTriggerInstant - New Document
Triggers when a new document is added.
Try ItTriggerInstant
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