Canopy Connect + EZLynx

Create personal prospects in EZLynx from completed pulls in Canopy Connect

Effortlessly manage your prospects by connecting Canopy Connect and EZLynx with this intuitive workflow. Whenever a pull is completed in Canopy Connect, a personal prospect will be created in EZLynx, streamlining your data entry process and helping you focus more on growing your business. This seamless integration ensures a more organized and efficient approach to handling your leads.

When this happens...
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.
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Create Personal Prospect
Creates a new personal prospect.
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Supported triggers and actions

What does this mean?

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.
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Modified Applicant
Triggers when an applicant is modified.
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Modified Commercial Applicant
Triggers when a commercial applicant is modified.
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Modified Commercial Prospect
Triggers when a commercial prospect is modified.
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Modified Document
Triggers when a document is modified.
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New Opportunity
Triggers when a new opportunity is added.
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New Prospect
Triggers when a new prospect is added.
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- Applicant IdRequired
- Business Name
- Date Business Started
- Address Type
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- BusinessPhone
- Extension
- Business Fax
- Email
- Assigned To
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Business NameRequired
- Website URL
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Phone
- Extension
- Fax
- Email
- First NameRequired
- Middle Name
- Last NameRequired
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Name
- Last Name
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant IdRequired
- Discussion TitleRequired
- Note DescriptionRequired
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First NameRequired
- Middle Name
- Last NameRequired
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
Action
Write
- Applicant ID
- Business Name
- Account Name
- Address Line 1
- City
- State
- Zip Code
- Business Phone
- Business Email
- Primary Contact First Name
- Primary Contact Last Name
- Primary Contact Work Phone
- Primary Contact Cell Phone
- Primary Contact Email
- Lead Status
- Lead Source
- Account Type
Action
Search

New Applicant
Triggers when a new applicant is added.
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New Commercial Applicant
Triggers when a new commercial applicant is added.
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New Commercial Prospect
Triggers when a new commercial prospect is added.
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Instant
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New Document
Triggers when a new document is added.
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New Note
Triggers when a new note is added.
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Instant
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Modified Opportunity
Triggers when an opportunity is modified.
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Instant
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Modified Prospect
Triggers when a prospect is modified.
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Instant
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- Business NameRequired
- NAICS Code
- Website URL
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Phone
- Extension
- Fax
- Email
- First NameRequired
- Middle Initial
- Last NameRequired
- Home Phone
- Mobile Phone
- Work Phone
- Personal Email
- Work Email
- First Name
- Middle Initial
- Last Name
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
Action
Write
- Applicant IdRequired
- Document NameRequired
- Document-(blob file/doc file)Required
- Folder Path
Action
Write
- Prefix
- First NameRequired
- Middle Initial
- Last NameRequired
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- Home Phone
- Mobile Phone
- Work Phone
- Extension
- Fax
- Personal Email
- Work Email
- Assigned Username
- X Date
- Notes
- Source
- LOB source
- Prior Carrier
- Prior Premium
- Finalized Premium
- Finalized Carrier
- Line of Business
- First Name
- Last Name
- Phone Type
- Phone Number
- Email
- Relationship
- Gender
- Date of Birth
Action
Write
- Applicant IdRequired
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Home Phone
- Work Phone
- Extension
- Fax
- Email
- Alternate Email
- Assigned UserName
- Lead Source
- Lead Status
- Lead Priority
Action
Write
- Applicant Id
- Applicant First Name
- Applicant Last Name
- Co-Applicant First Name
- Co-Applicant Last Name
- Street Address
- City
- State
- Zip Code
- Applicant's Email Address
- Co-Applicant's Email Address
- Cell Phone Number
- Home Phone Number
- Lead Status
- Lead Source
- Applicant Type
Action
Search

About Canopy Connect

Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.

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Related categories

Website & App Building

About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new EZLynx applicants with opportunities from completed Canopy Connect pulls

Related Zap Templates

Create new EZLynx applicants with opportunities from completed Canopy Connect pulls

Canopy Connect + EZLynx

Create personal prospects in EZLynx from completed pulls in Canopy Connect

Pull Completed

Modified Applicant

Modified Commercial Applicant

Modified Commercial Prospect

Modified Document

New Opportunity

New Prospect

Update Commercial Applicant

Business Name

Date Business Started

Address Type

Address Line 1

Address Line 2

City

State

Zip Code

BusinessPhone

Extension

Business Fax

Email

Assigned To

Lead Source

Lead Status

Lead Priority

Create Commercial Prospect

Website URL

Address Line 2

Phone

Extension

Fax

Email

Middle Name

Home Phone

Mobile Phone

Work Phone

Personal Email

Work Email

First Name

Middle Name

Last Name

Assigned Username

X Date

Notes

Source

Create Note

Labels

Policy Number

Task Assignee

Task due Date

Reminder Date

Reminder Time

Notification Text

Notification Email

Create Personal Prospect

Prefix

Middle Name

Suffix

Gender

Date of Birth

Marital Status

Social Security Number

Address Line 2

Home Phone

Mobile Phone

Work Phone

Extension

Fax

Personal Email

Work Email

Assigned Username

X Date

Notes

Source

Search Commercial Applicants

Applicant ID

Business Name

Account Name

Address Line 1