Email by Zapier + EZLynx

Email by Zapier + EZLynx integrations

Send outbound emails in response to new opportunities in EZLynx using Email by Zapier

This workflow springs into action whenever there's a new opportunity in your EZLynx account, sending an outbound message via Email by Zapier. It streamlines your communication, ensuring every opportunity is promptly followed up with an email. No more manual processes, just seamless communication as soon as an opportunity arises.

When this happens...
New OpportunityTriggers when a new opportunity is added.
TriggerInstant
automatically do this!
Send Outbound EmailSend up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
ActionWrite

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More things you can do with EZLynx and Email by Zapier

Discover other triggers and actions you can use with EZLynx and Email by Zapier

New Applicant
Triggers when a new applicant is added.
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Instant
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New Commercial Applicant
Triggers when a new commercial applicant is added.
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Instant
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New Commercial Prospect
Triggers when a new commercial prospect is added.
Trigger
Instant
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New Document
Triggers when a new document is added.
Trigger
Instant
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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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Modified Prospect
Triggers when a prospect is modified.
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- Business Name
  Required
- NAICS Code
- Website URL
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Phone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Initial
- Last Name
  Required
- 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 Id
  Required
- Document Name
  Required
- Document-(blob file/doc file)
  Required
- Folder Path
Action
Write
- Prefix
- First Name
  Required
- Middle Initial
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- 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 Id
  Required
- 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
- Setup Directions
Trigger
Instant
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Modified Applicant
Triggers when an applicant is modified.
Trigger
Instant
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Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Trigger
Instant
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Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Trigger
Instant
Try It
Modified Document
Triggers when a document is modified.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is added.
Trigger
Instant
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New Prospect
Triggers when a new prospect is added.
Trigger
Instant
Try It
- Applicant Id
  Required
- 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 Name
  Required
- Website URL
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- Phone
- Extension
- Fax
- Email
- First Name
  Required
- Middle Name
- Last Name
  Required
- 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 Id
  Required
- Discussion Title
  Required
- Note Description
  Required
- Labels
- Policy Number
- Task Assignee
- Task due Date
- Reminder Date
- Reminder Time
- Notification Text
- Notification Email
Action
Write
- Prefix
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Gender
- Date of Birth
- Marital Status
- Social Security Number
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Zip
  Required
- 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
- Account_wide_copy
- Email address type
Trigger
Instant
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- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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Related categories

Zapier

About EZLynx

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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

Related Zap Templates

Send outbound emails with Email by Zapier when new prospects appear in EZLynx

Related Zap Templates

Send outbound emails with Email by Zapier when new prospects appear in EZLynx